2026-03-15
SemiAnalysis
10 related
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
2026-03-14
SemiAnalysis
10 related
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
2025-05-17
Nikkei Asia
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia , and @rwang07 X: Pa...
2025-05-05
Financial Times
Filings: Abu Dhabi-based AI group G42 set up a US company to boost its presence in the country, as the UAE plans to invest tens of billions of dollars in the US
Chloe Cornish / Financial Times : X: @rwang07 X: Ray Wang / @rwang07 : Report: Abu Dhabi-based AI firm G42 is expected to expand its presence in US. Abu Dhabi artificial intelligence group G42 is set...
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