Chip Supply Is Tightening. China Heads for 39% of Foundry Capacity.

What You'll Learn

• Which supply chain segments are tightest through 4Q26, from memory to equipment
• How foundry capacity is shifting by region through 2030
• Why OSAT is growing on AI packaging demand, as China-based vendors move up
• Who competes in Asia-Pacific fabless, and how the market grows through 2029
• Where GPU and ASIC volumes are headed through 2029
• What else the full presentation covers, from foundry to advanced packaging to server CPUs