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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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