2026-01-15 - Semiconductor & Manufacturing Trends - January 2026

2 Min Read January 16, 2026

AI investment is fueling surging demand for HBM, advanced DRAM, GPUs, and leading-edge chips powering next-gen compute.

AI-related investment activity continues to generate enormous demand for products such as high-bandwidth memory (HBM), advanced DRAM, and GPUs, which in turn translate into downstream demand for cutting-edge, small-node chips used in these products.

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