As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply chain—and display panel makers are increasingly feeling the strain

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies and expand its semiconductor supply chain, according to recent research. The shift is contributing to structural changes in the global AI chip market

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic milestone, the reaction within the semiconductor supply chain has been more measured

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive analysis from DIGITIMES analyst Luke Lin, the administration has shifted its pressure campaign away from advanced logic chips and toward memory, delivering a blunt ultimatum to South Korea's two dominant producers: build wafer fabs in the US or face tariffs of up to 100%

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting large-scale data training and real-time inference, said Joungho Kim, professor of electrical engineering at the Korea Advanced Institute of Science and Technology