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Intel has accelerated its global footprint reset for 2026 after receiving investments from the US government, SoftBank, and Nvidia. Supply-chain sources said the company has relaunched its worldwide manufacturing sites, pushing ahead with Intel 18A mass production, 14A and high-NA EUV development, and advanced packaging programs including EMIB, EMIB-T, Foveros, and hybrid bonding (HB). The goal is

TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

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digitimes.com 2026-07-20

TSMC's ability to attract talent extends beyond Taiwan to the US, as its additional US$100 billion investment in Arizona for advanced manufacturing facilities is expected to further expand the state's semiconductor cluster and reshape domestic workforce migration, with local estimates suggesting that around 100,000 people are relocating to Arizona each year.

Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners

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digitimes.com 2026-07-20

Nvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as the company deepens its push into Japan's manufacturing and AI ecosystem, according to a blog post published on Nvidia's website and its official newsroom release.

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

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digitimes.com 2026-07-20

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufactu

Merck ramps up AI semiconductor materials push as Level Up nears completion

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digitimes.com 2026-07-20

AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, proce

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

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digitimes.com 2026-07-20

HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million), positioning itself to support customers developing next-generation optical modules and satellite applications. The facility is intended to provide additional manufacturing capacity for optical interconnects and space d

Rapidus taps Cadence AI agents to speed 2nm chip design

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digitimes.com 2026-07-20

Japanese foundry Rapidus is integrating Cadence's AI-agent technology into its chip design platform as it seeks to shorten development cycles and attract customers for its planned 2nm manufacturing service.

Taiwan Semiconductor Manufacturing: Is the Stock a Buy as Revenue Continues to Soar? - AOL.com

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www.aol.com 2026-07-20 AOL.com

Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping Announcement - The Globe and Mail

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www.theglobeandmail.com 2026-07-20 The Globe and Mail

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