Three of the six components we track are in severe shortage. ABF runs at 48 to 56 weeks against a balanced 12.

Edge AI players, not data center players, are the ones showing real interest in 4hi HBM. TrendForce observes that in certain ...

“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...

Quick recap: 2.5D packaging uses an interposer with extremely high routing density, enabling faster signal transmission and lower power consumption between dies. Examples include TSMC’s CoWoS and ...

A free Monday brief on the AI infrastructure and semiconductor supply chain. Six components, tracked weekly, so you see what is tightening before the market does.

The global humanoid robot industry is moving from technology validation to commercial trials, and the competitive focus is shifting to who can build a sustainable business model and who controls key ...

As test-time scaling takes hold, the focus of the AI industry is quickly shifting from training to inference. NVIDIA, Google, and other major AI players rolled out inference-specific chips in the ...

Correction: An earlier version of this article incorrectly listed the English name of glass fiber cloth supplier 宏和電子材料 as "Hongho Precision Textile." The ...

In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...