build1 distinct publisher
Neither can build it alone: Korean memory and Taiwanese packaging now set the accelerator clock
Taiwan and South Korea are splitting the AI server chain because demand exceeds what either can build. For 2026 supply forecasts, the binding step is the handoff, not any single fab.
Publishers:mezha.net
Reality
- Evidence32
- Adoption62
- Hype gap+18
- Incentives55
- Confidence38