2024-06-04 04:30:00 ET
Summary
- Taiwan has clearly established its dominance in semiconductor manufacturing, particularly in logic chips.
- As the AI revolution increasingly demands advanced systems capable of storing vast amounts of data, South Korea has fortified its position in the semi value chain.
- Japan now boasts a 50% share of the global market for critical materials4, including wafers, photoresists, CMP slurries, photomasks and bonding wires.
By Yan Taw (YT) Boon
Asia’s modern "Golden Triangle" of chipmaking - Taiwan, South Korea, and Japan - is poised to shape the global technology landscape. ...
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Shiny Links In The Semiconductor Value Chain