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| Micron ramps up chip production to meet AI-driven demand |
2/18/2026 |
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Micron Technology is investing heavily to expand its manufacturing capacity, aiming to address a memory chip supply shortage driven by the AI boom. The company is spending $50 billion to grow its Boise, Idaho, campus, including two new fabs, and has started a $100 billion project in New York.
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| GlobalFoundries, Renesas team up to boost US chip output |
2/18/2026 |
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The agreement will give Renesas greater access to GlobalFoundries' process technologies, including the fully depleted silicon-on-insulator and the complementary metal-oxide-semiconductor, to support automotive and industrial chip demand. The partnership also highlights the importance of supply chain resilience as demand for smart vehicles and industrial automation rises.
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| AMD rockets past 35% market share in desktop PC market as Intel's share loss accelerates |
2/16/2026 |
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Advanced Micro Devices achieved a record 29.2% share of the x86 CPU market in the fourth quarter, driven by strong sales of desktop and mobile processors, according to Mercury Research. Meanwhile, Intel's share dropped to 70.8%, and its revenue share fell to 68.8%. AMD's success was attributed to its competitive product lineup, particularly the Ryzen 9000 series, and Intel's supply constraints.
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| Immigration bill picks up steam with manufacturing endorsement |
2/12/2026 |
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Participants must comply with all federal and state laws, pass a criminal background check and pay back taxes owed, according to the proposal. They also must pay $7,000 in restitution over the course of the seven-year program. It is not a path to citizenship.
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| 2025 wafer shipments up 5.8% but revenues fall 1.2% |
2/12/2026 |
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Silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, sayscthe SEMI Silicon Manufacturers Group (SMG).
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| TSMC to be exempt from US tariffs |
2/11/2026 |
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The US reportedly will exempt Taiwan Semiconductor Manufacturing Co. from semiconductor tariffs due to the company's substantial investments in US manufacturing, particularly in Arizona. The Trump administration is also considering tariff exemptions for US technology companies such as Amazon, Google and Microsoft to support AI data center expansion.
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| Why Now Is the Right Time for Semiconductor Fabs in Germany |
2/10/2026 |
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it’s not that most of these companies were incompetent and doomed to fail; it’s because, in the long term, they couldn’t compete with companies that benefited from subsidies from governments that saw the strategic relevance of semiconductors.
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| Imec to Open R&D Center in Qatar |
2/10/2026 |
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Imec will open an R&D center in Qatar shortly, which will serve as the research institute’s hub in the GCC region. Supported by Invest Qatar and the Qatar Research, Development & Innovation Council (QRDI), imec’s new hub has already started hiring.
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