Semiconductors

AOI began a nearly 400,000-square-foot Pearland buildout for 800G and 1.6T transceivers. The release gives no ramp date or qualified output. Read the file →

Bosch has started SiC sample production in Roseville and secured up to $225 million in CHIPS funding. Commercial 200 mm output is still due in 2026. Read the file →

Micron raised planned U.S. investment above $250B, but new fabs will not ease memory supply soon. Idaho wafers start in 2027; New York is still building. Read the file →