A.I. Boom Ignites Asian Chip Companies - The New York Times

The rapid advancement of artificial intelligence (AI) is reshaping the global technology landscape. At the recent Computex trade show in Taipei, NVIDIA CEO Jensen Huang was celebrated like a rock star... Read original →

The AI compute arms race is vertically reshaping semiconductor tech stacks: HBM4E and SOCAMM2 architectures are forcing co-optimization between sub-3nm logic nodes and multi-patterning EUV processes. Taiwan, China and South Korea now anchor the AI supply chain through unmatched DRAM yields and advanced packaging—capabilities the U.S. cannot replicate despite CHIPS Act subsidies. This geographic concentration inflates compliance costs and exposes systemic fragility. In response, Micron will likely accelerate alternatives to TSMC’s CoWoS, while Intel pushes Foveros Direct to counter Samsung and SK Hynix’s HBM pricing power. Over the next 18 months, AI memory will become a new geopolitical flashpoint; non-U.S. players locked out of EUV and IP ecosystems risk permanent mid-tier confinement, while Asia’s foundry and OSAT clusters solidify structural dominance through sustained AI infrastructure demand.