semiconductor manufacturing

The industry association's latest 300mm Fab Outlook report forecasts an 18 percent jump in equipment spending this year, with investments projected to exceed $150 billion for the first time in 2027 as AI demand drives historic commitments to advanced capacity across all major regions.

Tesla plans to formally launch its Terafab semiconductor facility on March 21, aiming to produce up to 200 billion custom AI chips annually at 2nm process technology.