INDUSTRY ANALYSIS

Wafer and Packaged-Device Testing analysis

Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.

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English edition 2026-10-17 · Updated 2026-10-17

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.

CMP PlanarizationThin-Film DepositionIon Implantation and Thermal ProcessingEDA and Semiconductor IPEtching and CleaningWafer FabricationIC DesignLithographyMetrology and Defect InspectionWafer and Packaged-Device TestingTSMC (2330)