"making the Southeast Asian hub home to nearly 50% of its total capacity" [50%]
The 50% figure directly quantifies how AI-driven demand is causing a single Southeast Asian hub to absorb a disproportionate share of global chipmaking equipment production capacity.
Reasoning from this article
Applied Materials' decision to concentrate capacity in Singapore rather than distribute it across multiple regions reflects a broader pattern: AI hardware demand is so geographically concentrated in Asia's supply chain that equipment makers are co-locating production near their customers. This creates structural dependency on a small number of nodes and mirrors similar concentration dynamics seen in advanced packaging and HBM memory.