descriptive claim
Over 90% of leading-edge (<10nm, effectively 100% of <5nm) logic fabrication capacity sits in Taiwan at TSMC; HBM memory for AI accelerators is ~95% produced by three Korean/US firms, with SK Hynix alone holding >50% share in 2024.
desc_leading_edge_chip_concentration
confidence 0.90
Warrants (2)
supports (2)
- SemiAnalysis --- compute, capex, and datacenter analysis journalistic_reportweight0.75
locator: HBM supply/demand coverage, 2024
- 2024 State of the U.S. Semiconductor Industry direct_measurementweight0.90
locator: Geography of semiconductor manufacturing section