INDUSTRY ANALYSIS
EDA and Semiconductor IP analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
Why AI Agents Drive CPU Demand: Workloads, Foundries, and the Named Supply Chain
As AI moves from answering questions to gathering information, operating software, running code, and repeatedly verifying results, data-center workloads are changing.
HBM4 and HBM4E Technology and Supply Chains: How the Three Major Suppliers Combine Memory Processes and Advanced Packaging
Competition in HBM4 and HBM4E spans DRAM dies, logic base dies, and stacked packaging. SK hynix, Samsung, and Micron use different process combinations, creating distinct roles for foundries, bonding-equipment makers, packaging-material suppliers, test provide…