In-depth analysis of global chip policy and supply chain changes, focusing on semiconductor core equipment, material technology breakthroughs, localization progress, supply chain restructuring, Asian layout adjustments, and import substitution opportunities.
In July 2026, China's semiconductor material localization reached a milestone, with key materials like photoresist and large silicon wafers surpassing 50% self-sufficiency for the first time. This article analyzes the tech breakthroughs, policy support, and impact on the global chip supply chain.
Japan's semiconductor revival ambition: Rapidus challenges 2nm process, aiming to regain chip manufacturing leadership. This article analyzes the rise and fall of Japan's semiconductor industry and Rapidus's bet on advanced technologies like EUV lithography, exploring the global chip competition landscape.
Semiconductor is the foundation of the digital age, with TSMC's quarterly revenue exceeding $20 billion. This article analyzes the current status and future of the semiconductor industry from the perspectives of global market landscape, technology development paths, and industry chain reshaping, discussing drivers such as AI and high-performance computing.
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