Insights on Semicon Taiwan 2024

This chapter provides a detailed look into the upcoming Semicon Taiwan event, highlighting the pivotal role of high bandwidth memory chips in the chip industry driven by AI advancements. Key industry players such as Nvidia, Samsung, and SK-Hynix are discussed, focusing on their competitive dynamics and collaboration in HBM production amidst production challenges. Additionally, the chapter addresses the broader implications of government policies like the US CHIPS Act and the ongoing supply chain logistics affecting semiconductor manufacturing.