Semiconductor News & Analysis Feed
39 articles
2026-07-23
simplywall.st
2026-07-23
simplywall.st
2026-07-22
www.cleanroomtechnology.com
2026-07-22
Cleanroom Technology
Taiwan Semiconductor Manufacturing Company (TSMC) is accelerating the expansion of its Arizona manufacturing campus as it seeks to meet sustained demand for advanced AI chips, with the company increasing its planned US investment to US$265bn.
The company recently committed an additional US$100bn to the Arizona project, on top of previous investments.
Speaking following the company's second-quart
2026-07-20
digitimes.com
2026-07-20
Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory capacity while raising a broader question about what is driving one of the industry's most aggressive fab expansion strategies.
2026-07-20
www.indexbox.io
2026-07-20
IndexBox
2026-07-20
www.techbuzz.ai
2026-07-20
The Tech Buzz
2026-07-18
digitimes.com
2026-07-18
On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK Hynix as both South Korean chipmakers expand memory capacity at home. He also assessed whether Intel's revival is real, saying that its production scale-up and yield will ultimately be the deciding factors.
2026-07-17
www.indexbox.io
2026-07-17
IndexBox
2026-07-17
digitimes.com
2026-07-17
TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the US to meet global market demand, while also backing the chipmaker's continued fab expansion in Taiwan.
2026-07-16
www.scmp.com
2026-07-16
South China Morning Post
2026-07-13
news.google.com
2026-07-13
IndexBox
2026-07-13
news.google.com
2026-07-13
IndexBox
2026-07-12
news.google.com
2026-07-12
IndexBox
2026-07-10
www.cleanroomtechnology.com
2026-07-10
Cleanroom Technology
Micron Technology has broken ground on a major expansion of its semiconductor manufacturing campus in Hiroshima Prefecture, marking the start of a ¥1.5tn ($9.3bn) investment that will significantly increase production of advanced memory devices for artificial intelligence applications.
The project will add approximately 28,000 sqm of cleanroom space to the existing facility, supporting the manufa
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
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2026-07-08
www.industrialinfo.com
2026-07-08
Industrial Info Resources
A new era of policy-driven capital spending. The U.S. industrial and energy construction sectors are presently shaped by a confluence of macroeconomic and legislative forces.
The global pharmaceutical and biotechnology sector is entering a period of robust capital spending, driven by a structural shift toward outsourcing and an urgent need for advanced manufacturing capabilities.
Data center inf
2026-07-06
news.google.com
2026-07-06
TrendForce
2026-07-06
news.google.com
2026-07-06
Electronics Weekly
2026-07-06
digitimes.com
2026-07-06
Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further elevate capacity performance in cutting and processing semiconductor packaging substrates.
2026-07-04
news.google.com
2026-07-04
IndexBox
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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