How AI Is Reshaping Semiconductor Materials: 300mm Wafers, HBM, SiC and the Next Stage of Competition
Over the past few years, most discussions about the semiconductor industry have focused on chip design, advanced process nodes and fab expansion. But in 2026, another trend is becoming increasingly clear: The AI boom is moving upstream into semiconductor materials. Silicon wafers, silicon carbide, high-purity quartz, advanced ceramics, carrier wafers and materials used in advanced […]









