84 articles
2026-05-11
digitimes.com
2026-05-11
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain.
2026-05-11
www.kptv.com
2026-05-11
KPTV
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2026-05-10
digitimes.com
2026-05-10
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July
2026-05-10
ts2.tech
2026-05-10
TechStock²
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2026-05-09
marklapedus.substack.com
2026-05-09
Semiecosystem
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Foundryecosystem Report: Terafab; capacity, EUV, GaN
How much does a fab cost? What is the cur
2026-05-08
evertiq.com
2026-05-08
Evertiq
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2026-05-08
tomshardware.com
2026-05-08
Luke James
The offers go well beyond standard long-term supply agreements.
2026-05-08
www.tomshardware.com
2026-05-08
Tom's Hardware
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2026-05-08
www.digitimes.com
2026-05-08
digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
2026-05-07
www.kedglobal.com
2026-05-07
KED Global
Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming artificial intelligence era.
2026-05-07
www.wfaa.com
2026-05-07
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Elon Musk plans $55B 'Terafab' semiconductor facility in Texas near College Station
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2026-05-06
tomshardware.com
2026-05-06
Luke James
The capital figures in this filing far exceed what was disclosed when Elon Musk announced Terafab in March, where the project carried a $20 billion price tag.
2026-05-06
www.tomshardware.com
2026-05-06
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterSpaceX has filed aproperty tax abatement applicationin Grimes County, Texas, for a semiconductor fab that would cost $55 billion in its initial phases and up to $119 billion if all planned expansions are completed.The fil
2026-05-06
blogs.nvidia.com
2026-05-06
NVIDIA Blog
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2026-05-06
digitimes.com
2026-05-06
QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.
2026-05-06
digitimes.com
2026-05-06
At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy.
2026-05-06
digitimes.com
2026-05-06
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.
2026-05-06
digitimes.com
2026-05-06
Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's limited front-end manufacturing base, as SEMI urges the region to add more fabs to reduce chip supply-chain concentration in China and Taiwan.
2026-05-06
digitimes.com
2026-05-06
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components.
2026-05-05
wccftech.com
2026-05-05
Wccftech