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SEMI's SEMICON Taiwan 2026 press conference on Aug. 31. From left: Academia Sinica's Chen Chi-dong, SEMI's Terry Tsao, Dr. Tien Wu, and Clark Tseng. (Photo by Sean Wei)

AI Sends Chip Equipment Market Toward $220B as SEMI Raises Forecast

Samsung Electronics announced in February 2026 that HBM4 had entered mass production and begun commercial shipments. (AP)

HBM4 Reshapes AI Memory — and Taiwan Is Winning