Asia's AI Manufacturing Boom: Chips, HBM, Factories & Data Centres (2024–2030)

Technology The AI boom is concentrating manufacturing investment, not lifting all of Asia evenly. Taiwan (TSMC) leads advanced logic chips and packaging; South Korea (SK… Swipe to explore › AiTimeline Home

AI Demand Reaches Ordinary Factory Surveys

PMI CONFIRMS AI DEMAND August 2026 PMI data shows AI/semiconductor demand supporting factory activity in Japan (54.9), Taiwan (54.7), South Korea (52.3) and China (51.5). India's PMI eased to… AiTimeline Home

Korea's Chip Exports Jump, AI-Server Forecast Raised

KOREA'S EXPORT SURGE South Korea's exports jumped 68.7% year-on-year to $98.25bn, with semiconductor exports specifically up 209% to $46.65bn. TrendForce separately raised its 2026 global AI… AiTimeline Home

TSMC Raises 2026 Capex to $60–64bn; China Reports IC Output

TSMC RAISES CAPEX TSMC's Q2 2026 earnings call raised full-year capex guidance from $52-56bn to $60-64bn, citing sustained AI/HPC demand. China's official statistics showed 279.8 billion… AiTimeline Home

SK Hynix Warns Memory Shortage Could Last to 2030

MEMORY WARNING SK Group chairman Chey Tae-won said the AI-driven memory shortage could run until 2030, pledging to double memory wafer capacity within five years. This is a company for… AiTimeline Home

India's Semiconductor Build-Out Reaches First Commercial Production

INDIA'S FIRST PRODUCTION Kaynes Semicon became fully operational 31 March 2026, joining CG Semi and Micron's Sanand facility as India's first commercially producing OSAT/assembly units. Tata Ele… AiTimeline Home

Johor's Data-Centre Pipeline Tightens Power/Water Approvals

JOHOR TIGHTENS RULES Malaysia's PM confirmed non-AI data-centre approvals had already been restricted over electricity and water demand; a Johor committee began rejecting applications requir… AiTimeline Home

Factory Capacity Begins Catching Up to 2024's Shortage

CAPACITY CATCHES UP HBM and advanced-packaging expansion accelerated across Korea and Taiwan; India and Malaysia's semiconductor and data-centre construction moved from announcement to grou… AiTimeline Home

AI Infrastructure Moves From Experiment to Spending Boom

THE BOOM BEGINS GPU and HBM shortages, CoWoS packaging constraints and rapidly rising hyperscaler capex defined 2024 as the year AI infrastructure spending became a macro-visible trend,… AiTimeline Home

Future Watchpoints - Forecasts and Plans, Not Confirmed Outcomes

WATCHPOINTS Rapidus targets 2nm-class production in H2 FY2027; Tata's Dholera fab targets 2028. SK Hynix sees the memory shortage possibly persisting beyond 2030. HBM4E, silicon pho… AiTimeline Home

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