Short updates from the semiconductor industry, with context and links to the relevant chapters. RSS
Sort: Newest first · Oldest first
October 16, 2026 Supply Chain & Sites
TSMC and GlobalFoundries are drawing attention to a fast-expanding market in which mature wafer processes support advanced packaging rather than leading-edge logic. Silicon interposers, through-silicon vias, and embedded deep trench capacitors are emerging as the main demand drivers for this capacity, creating a sizable opportunity around older process nodes.
October 6, 2026 Supply Chain & Sites
Reports of a possible TSMC collaboration with Elon Musk’s “Terafab” plan are already reshaping expectations in Taiwan’s semiconductor facility engineering supply chain. Some contractors are drawing up Texas strategies, while others have begun establishing local offices before any official TSMC announcement.
September 30, 2026 Supply Chain & Sites
India’s push to build a domestic chip ecosystem is already pulling the materials supply chain onshore. As Tata Electronics advances its Dholera fab and packaging projects take shape in Sanand, suppliers of industrial gases, wet chemicals and photoresists are positioning themselves near future customers in Gujarat.
August 31, 2026 Supply Chain & Sites
The European Union is pouring funds into AI factories and data centers, but domestic chip supply is not keeping pace. A planned Chips Act 2.0 is meant to address the mismatch between stronger AI demand and Europe’s dependence on US chip design and Asian manufacturing.
August 31, 2026 Supply Chain & Sites
The European Union is expanding investment in AI factories and data centers, but the chip supply behind that buildout remains heavily tied to US design and Asian manufacturing. A planned Chips Act 2.0 is meant to address the mismatch.
August 11, 2026 Supply Chain & Sites
Poorly maintained component libraries can turn into a manufacturing risk, from obsolescence to counterfeit exposure in PCB production.