Manufacturing

TSMC's US footprint could triple from $165 billion to $465 billion under a proposed tariff deal, with four Arizona fabs already fully booked before construction is complete.

Apple has permanently retired the Mac Pro tower with no successor planned, closing a 20-year chapter in professional computing as the Mac Studio becomes its flagship desktop.

Apple expands its U.S. supply chain initiative with four new semiconductor and sensor partners, committing $400 million as part of a broader $600 billion domestic investment push.

TSMC and Intel have entered preliminary discussions to form a joint venture that would see TSMC operate Intel's U.S. manufacturing facilities, with the Taiwanese chipmaker holding up to 20 percent and pitching Nvidia, AMD, and Broadcom as co-investors.

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.

Beijing is mandating domestic sourcing for new fabs and racing to build an independent semiconductor equipment supply chain, with three Chinese firms now in the global top 20 and a prototype EUV machine reportedly under assembly.

ASML's CTO reveals plans to build packaging, bonding, and inspection tools that move the company beyond EUV lithography and into the broader AI semiconductor supply chain.

Belgium's imec launches NanoIC, a sub-2nm semiconductor pilot line backed by 2.5 billion euros in public and private funding, marking Europe's biggest bet yet on closing the gap with Asian and American chipmakers.