Fab & Manufacturing
Semiconductor manufacturing, fab equipment, lithography, and advanced packaging.
Pentagon Offers Wolfspeed $1.5B Loan for Chip Production
The U.S. Department of War is offering advanced chip materials firm Wolfspeed up to $1.5 billion in long-term financing to strengthen domestic production of advanced power semiconductors and develop chips for defense and national security applications. The company says it plans to use the financing to upgrade its GaN epitaxy capabilities for next-generation communications infrastructure […]
Andy Patrizio · Oct 15, 2026 · 2 min
GlobalFoundries, Marvell Expand Partnership to Boost Optical Connectivity
GlobalFoundries and Marvell Technology are expanding their longstanding manufacturing partnership to increase production capacity for high-speed optical processors. The agreement announced by the two companies will increase production capacity for GlobalFoundries’ silicon-germanium (SiGe) technology at its facility in Burlington, Vermont. The additional capacity is intended to support Marvell’s growing requirements for optical networking products used […]
Andy Patrizio · Sep 22, 2026 · 2 min
TSMC Moves Ahead With Plans for Sub-1.4nm Manufacturing
Taiwan Semiconductor Manufacturing Co. (TSMC) has given the green light to an expansion of its manufacturing facilities, clearing the way for production technologies beyond its upcoming 1.4-nanometer manufacturing process. This comes just as a research note from investment firm Piper Sandler says Intel’s 14A process, also 1.4nm, is currently being evaluated by Amazon, Apple, AMD, […]
Andy Patrizio · Sep 21, 2026 · 1 min
NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min
U.S. Chip Industry Faces 157,000-Worker Shortage as AI Fabs Expand
The U.S. semiconductor industry’s massive manufacturing expansion is running into a fundamental problem: finding enough skilled workers to operate the new factories. The industry could face a shortage of up to 157,000 workers by 2030, according to research from McKinsey and the SEMI Foundation. Just 3% of U.S. engineering graduates who take engineering jobs enter […]
James Maguire · Sep 18, 2026 · 2 min
SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min
Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min
The Robot-Sized Hole in America’s China Chip Controls
Nvidia delivered another blockbuster earnings report this week, but one line in its outlook was easy to miss. The company said its guidance assumes no data center compute revenue from China. That is different from saying Nvidia expects no revenue from China. Far from it. At almost the same moment, The Wall Street Journal reported […]
Alan Shimel · Sep 1, 2026 · 7 min
From Grid to GPU, AI Power Is Going Solid-State
AI was expected to drive unprecedented demand for GPUs, accelerators and memory. It is now creating a second semiconductor market in the transformers, power supplies, cooling systems and electrical infrastructure surrounding those processors. The transformer does not usually receive much attention in discussions about artificial intelligence. It lacks the glamour of a new GPU, the […]
Alan Shimel · Aug 26, 2026 · 11 min
Japan Boosts Funding for Advanced Chip Manufacturing
Japan is preparing to provide another ¥150 billion ($944 million) to Rapidus, the country’s effort to establish a domestic source of cutting-edge logic chips and reduce its reliance on Taiwan Semiconductor Manufacturing Co. (TSMC), according to a Bloomberg report. Rapidus, established in 2022, is developing an advanced semiconductor manufacturing operation in Chitose, Hokkaido. The company […]
Andy Patrizio · Aug 24, 2026 · 2 min
Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?
One year ago, the United States government made an extraordinary bet on Intel. On Aug. 22, 2025, Washington agreed to invest $8.9 billion in the company, converting previously awarded CHIPS Act and Secure Enclave funding into an equity stake. The goal was bigger than rescuing another struggling American corporation. It was to preserve something the […]
Alan Shimel · Aug 12, 2026 · 9 min
Tesla, SpaceX Commit $16.8 Billion to Build Massive AI Chip Factory in Texas
Elon Musk is putting his money where his mouth is, unveiling plans for Tesla and SpaceX to invest $16.8 billion to build a massive semiconductor manufacturing complex in Texas, Called Terafab, the facility will be built in Grimes County, Texas just outside of Houston. When completed, it will be the largest building in the world […]
Andy Patrizio · Aug 10, 2026 · 2 min
Samsung Lands $200 Billion Broadcom AI Chip Partnership in Major Foundry Win
Samsung Electronics and Broadcom have signed a memorandum of understanding to expand a strategic semiconductor partnership that the companies estimate will be worth more than $200 billion through 2030. The partnership is expected to support Broadcom’s growing portfolio of custom artificial intelligence processors and strengthen Samsung’s position in the rapidly expanding AI infrastructure market. The […]
Andy Patrizio · Jul 28, 2026 · 1 min
Apple’s M7 Ultra is About Securing the Homeland
Apple may be preparing to build one of the most formidable AI server processors in the market. That does not mean it wants to become the next AWS. According to Mark Gurman’s latest Bloomberg Power On report, Apple is accelerating development of an AI-focused M7 generation, including an M7 Ultra designed to support as much […]
Alan Shimel · Jul 14, 2026 · 8 min
Is SK hynix the Power Behind NVIDIA’s Throne?
For most of the computer era, memory chips were the semiconductor industry’s supporting cast. Necessary, certainly. Occasionally scarce. Often expensive at precisely the wrong moment. But they were not what made people line up for product launches or drove investors into a frenzy. Processors were where the action was. Memory was the mundane stuff sitting […]
Alan Shimel · Jul 13, 2026 · 9 min
SK hynix Places $8 Billion Chipmaking Equipment Order
SK hynix is making one of the largest manufacturing investments in the semiconductor industry’s history, with a proposed 11.9 trillion won (roughly $8 billion) purchase of advanced extreme ultraviolet (EUV) lithography systems from Dutch chip equipment maker ASML. The purchase, disclosed in regulatory filings tied to SK hynix’s planned Nasdaq listing, comes as it ramps […]
Andy Patrizio · Jul 10, 2026 · 1 min
Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]
Jon Swartz · Jul 9, 2026 · 2 min
South Korean Government Proposes Massive Investment in Memory Manufacturing
The government of the Republic of Korea has unveiled a plan to invest at least $880 billion in memory capacity to ease the global shortage brought on by AI investment. South Korea is home to two of the three dominant DRAM makers, Samsung Electronics and SK hynix. The third is Micron Technology, headquartered in Boise, […]
Andy Patrizio · Jun 30, 2026 · 2 min
SandboxAQ Wins $500M CHIPS Award for Semiconductor Materials Research
The U.S. Department of Commerce has signed a definitive agreement to award SandboxAQ $500 million in CHIPS Act research funding to develop new chemicals and materials for semiconductor manufacturing. The Commerce Department said the award will fund the development and deployment of SandboxAQ’s ReAQT materials discovery platform, which uses the company’s Large Quantitative Models, or […]
Jaime Hampton · Jun 17, 2026 · 2 min
SpaceX Secures 35-Year Tax Deal for $55 Billion Texas Chip Plant
Commissioners in Grimes County, Texas approved a package of incentives for SpaceX’s proposed Terafab semiconductor manufacturing plant, advancing plans for a facility that could become one of the largest industrial investments in the US. The decision came despite strong opposition from local residents who questioned the project’s environmental impact and the scale of tax concessions […]
James Maguire · Jun 5, 2026 · 2 min