semiconductor / news / / International Business Times
Three Asian powerhouses are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.
TSMC faces capacity constraints despite dominating advanced logic chip manufacturing, opening opportunities for competitors like Samsung.
KEY POINTS
- 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
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