Semiconductor News & Analysis Feed

The global semiconductor industry stands at a critical inflection point, divided between those who can still shrink transistors and those who cannot. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip development. TSMC's SoIC technology deep

TSMC's SoIC technology strengthens its dominance in the AI chip market while deepening lock-in with global AI chip manufacturers. This trend reflects the semiconductor industry's transition from pure process scaling to system-level integration as Moore's Law approaches physical limits. Chinese chip