Semiconductor intelligence covering chip supply chains, fab capacity, export controls, and strategic competition in advanced manufacturing.
7 analyses
China has made verifiable progress toward semiconductor independence at the mature and mid-node tiers while facing a widening and structurally durable capability gap at the.
SK Hynix completed the largest US listing by a foreign company in history on July 10, 2026, pricing 177.9 million ADRs at $149 each and raising $26.5 billion.
India's semiconductor buildout has crossed from policy ambition into operational reality: three packaging facilities are now commercially producing chips in Gujarat.
The June 24 Micron fiscal Q3 2026 earnings report confirmed what our June 29 analysis identified as structural rather than transitory: the memory shortage is not easing.
Taiwan's geographic concentration of advanced semiconductor manufacturing creates a supply shock exposure with no near-term substitute, and the global reshoring push.
Asia-Pacific semiconductor markets have surged to record highs this year.
US CHIPS Act-funded fabs have cleared the capital commitment phase but now face a compounding execution gap: construction is advancing at most sites.