#semiconductor

2 results

tech Explainer

May 2, 2026

Taiwan's FSC Raises ETF Single-Stock Cap to 25%: The TSMC Rule and Its Market Impact

Taiwan's FSC raised the single-stock holding cap for active ETFs and funds from 10% to 25%, effectively creating a 'TSMC clause' that unlocks nearly NT$200 billion in institutional capital.

#tsmc #taiwan-stock-market #etf #fsc #investment #semiconductor #finance

tech Explainer

April 28, 2026

AI Ignites the Memory Chip Supercycle: Why HBM Demand Is Different This Time

LLM inference is memory-bandwidth-bound, not compute-bound. That makes HBM the critical bottleneck in AI accelerators, driving a supercycle that saw the memory semiconductor market grow 78% in 2024, with HBM capacity sold out through 2026 and the cycle projected to last into 2028.

#ai #memory-chips #hbm #semiconductor #infrastructure