Semiconductor News & Analysis Feed
20 articles
2026-08-17
2026-07-22
tspasemiconductor.substack.com
2026-07-22
TSMC’s $100 billion investment in Arizona marks a transformative shift in the global semiconductor supply chain, driven by the explosive growth of artificial intelligence (AI). The company’s increased capital expenditure to between $60 billion and $64 billion for 2026, with 70% to 80% allocated to a
2026-07-16
startupfortune.com
2026-07-16
2026-07-15
finance.yahoo.com
2026-07-15
2026-07-15
ca.finance.yahoo.com
2026-07-15
2026-07-09
wtaq.com
2026-07-09
Micron Technology announced a plan to invest over $250 billion in the U.S. through 2035, driven by surging demand for memory chips in the AI era and the Trump administration's push to strengthen domestic semiconductor production. This marks a significant increase from the previous $200 billion commi
2026-07-09
kfgo.com
2026-07-09
Micron Technology announced on July 9 that it plans to invest over $250 billion in the U.S. semiconductor industry through 2035, a significant increase from its previous $200 billion commitment in June 2023. The expansion is driven by surging demand for memory chips in the AI era and the Trump admin
2026-07-09
2026-07-09
wtvbam.com
2026-07-09
Micron Technology announced a plan to invest over $250 billion in the U.S. through 2035, driven by surging demand for memory chips in the AI era and the Trump administration’s push to bolster domestic semiconductor production. This marks an increase from the $200 billion investment announced in June
2026-07-09
www.reuters.com
2026-07-09
2026-07-09
news.google.com
2026-07-09
2026-07-08
procurementmag.com
2026-07-08
General Motors (GM) has entered into a strategic customer agreement with semiconductor manufacturer Micron Technology to secure long-term supply of memory and storage platforms for its next-generation vehicles. This move underscores the growing challenges in the automotive semiconductor market, wher
2026-07-06
tomshardware.com
2026-07-06
NVIDIA and Intel have recently emphasized their capabilities in building domestic chip supply chains, claiming full U.S. coverage across design, manufacturing, and packaging. However, while both companies have made significant progress in U.S. wafer fabrication, critical downstream steps—especially
2026-07-06
news.google.com
2026-07-06
2026-06-19
2026-06-17
www.trendforce.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor have signed a ten-year agreement to enhance advanced packaging capabilities in Arizona, aiming to complete the U.S. semiconductor supply chain. This move addresses a long-standing gap in domestic packaging capacity, as chips manufactured in
2026-06-17
2026-06-09
2026-06-08
2026-06-08