Semiconductor Supply Chain
+ FollowThe semiconductor supply chain spans chip design, wafer fabrication, memory, advanced packaging, materials and equipment. The recent AI supercycle has boosted demand for AI chips, HBM and DRAM, while tight supplies and rising costs could persist into 2027. U.S. capacity-expansion policies, long-term supply agreements and new competitors such as CXMT are also reshaping the global landscape. These shifts affect Taiwan's exports, GDP, corporate earnings and the cost of technology products, making capacity, technological bottlenecks and geopolitical risks important areas to watch.
Key Moments
8 selectedThe full history is split into 8 equal periods by event count, taking the most-covered story from each. Coverage rises and falls with the news cycle, so sampling period by period keeps the most recent events from taking everything.
- 2026-09-02 TSMC, Unimicron Warn AI Boom Is Straining Fab and Substrate Capacity 2 reports
- 2026-08-21 China Curbs Critical Material Exports to Taiwan, Straining Tech Supply Chains 1 report
- 2026-07-28 TSMC Assesses Kumamoto Fab After 7.1 Quake Hits Kyushu 4 reports
- 2026-07-10 Micron, GlobalWafers Sign 10-Year Supply Deal, Plan Next-Generation AI Wafer Research 2 reports
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Event Timeline
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