TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Wei also said TSMC is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, heading off concerns that the U.S. buildout comes at Taiwan’s expense. Execution in Arizona still faces la…

Intel’s big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34’s proven pipeline and Intel 3 node should he

The spending follows directly from a transaction Intel closed in April, when it bought back the 49% stake in the Fab 34 joint venture it had sold to Apollo-managed funds for $11.2 billion in 2024, paying $14.2 billion to…

Micron commits $500 million to GlobalWafers’ Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the

GlobalWafers chairperson and CEO Doris Hsu set out her terms for that at the Sherman opening, announcing an additional $4 billion for the site and telling Reuters that further phases depended on the first two turning a p…

Micron commits $500 million to GlobalWafers’ Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the

GlobalWafers chairperson and CEO Doris Hsu set out her terms for that at the Sherman opening, announcing an additional $4 billion for the site and telling Reuters that further phases depended on the first two turning a p…

Intel’s big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complex — Fab 34’s proven pipeline and Intel 3 node should he

The spending follows directly from a transaction Intel closed in April, when it bought back the 49% stake in the Fab 34 joint venture it had sold to Apollo-managed funds for $11.2 billion in 2024, paying $14.2 billion to…

Micron commits $500 million to GlobalWafers’ Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the

GlobalWafers chairperson and CEO Doris Hsu set out her terms for that at the Sherman opening, announcing an additional $4 billion for the site and telling Reuters that further phases depended on the first two turning a p…

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to sur

Nanya’s average selling price climbed more than 70% quarter over quarter in Q1 2026, while its bit shipments fell by a mid-single-digit percentage, its own results deck shows. The company is targeting bit shipment growth…

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to sur

Nanya’s average selling price climbed more than 70% quarter over quarter in Q1 2026, while its bit shipments fell by a mid-single-digit percentage, its own results deck shows. The company is targeting bit shipment growth…