AI Revolution Fuels Substrate Bottleneck: Big Tech’s Proactive Stance The burgeoning demand for artificial intelligence (AI) and high-performance computing (HPC) is driving unprecedented growth in the semiconductor substrate market, particularly for Ajinomoto Build-up Film (ABF) substrates. Valued at an estimated…
An unprecedented supercycle is taking hold of the global memory market, fueled almost entirely by the AI industry’s insatiable demand for High Bandwidth Memory (HBM). The market, valued at $2.93 billion in 2024, is on a trajectory to hit $16.72…
Google’s TPU Commercialization Signals AI Computing Market Realignment Nvidia commanded an overwhelming 80-90% of the AI accelerator market by revenue in 2025, generating over $100 billion annually from data center GPUs. While its market share is projected to decline slightly…
Semiconductor Market Reaches $1 Trillion Milestone Years Ahead of Schedule The global semiconductor market is now projected to exceed $1 trillion in 2026, significantly earlier than previous forecasts, driven by a relentless surge in demand from artificial intelligence (AI) technologies.…
