# Three Asian powerhouses are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

*semiconductor · news · 2026-04-23 · International Business Times*

## Key points

- TSMC faces capacity constraints despite dominating advanced logic chip manufacturing, opening opportunities for competitors like Samsung.
- SK Hynix leads the high-bandwidth memory market with a 50-62% share and close alliance with TSMC.
- Samsung's $73 billion capital expenditure for 2026 targets expanding both its memory and advanced logic chip production.
- Samsung began shipping HBM4 samples, aiming for over 30% market share by 2026 and challenging SK Hynix.
- Industry-wide semiconductor capital expenditure in Asia is projected to exceed $136 billion in 2026, up 25% year-over-year.

**Companies:** TSMC, Samsung Electronics, SK Hynix
**Countries:** Taiwan, South Korea, United States, Japan

[Read the full story on International Business Times](https://www.ibtimes.com/samsung-sk-hynix-tsmc-battle-ai-chip-supremacy-asia-2026-race-intensifies-3801801)

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