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May 13, 2026 Global Semiconductor Materials Market Revenue Reaches Record in 2025 Global semiconductor materials revenue climbed 6.8% to $73.2 billion in 2025 as advanced-node chips, AI computing and HBM drove demand for wafer fab and packaging materials. Taiwan led consumption while China and North America saw the fastest growth. SEMI May 13, 2026 TSMC approves US$31.38 billion capital budget for expansion TSMC approved a US$31.28 billion capital budget to expand advanced chip production and fab capacity amid AI-driven demand. It also authorized up to US$20 billion for its Arizona unit and raised its quarterly dividend to NT$7 per share. Taipei Times May 13, 2026 Foundry limits and policy gaps are impacting semiconductor capacity AI-driven chip demand is overwhelming advanced foundry capacity, especially at TSMC's 3nm nodes. Reshoring efforts face labor and infrastructure gaps, leaving global supply chains constrained and controlled by a few dominant manufacturers today. Sourceability May 13, 2026 TSMC Flags Four Key Challenges in Arizona Buildout Even as U.S. Fab Beats Expectations TSMC pushes ahead with its Arizona expansion despite water limits, visa delays, regulatory hurdles, and labor shortages. The chipmaker's 4nm fab is already producing chips, new fabs are advancing, and Arizona operations have now turned profitable. TrendForce May 13, 2026 Google races to put Gemini at the center of Android before Apple's AI reboot Google is embedding Gemini across Android to transform it from an operating system into an AI-driven intelligence layer spanning phones, browsers, cars, and laptops, enabling app automation and task completion while competing with Apple's upcoming AI push. CNBC May 13, 2026 Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing Apple and Intel reached a preliminary chip manufacturing deal that could boost Intel Foundry, reduce Apple's dependence on TSMC during the AI capacity crunch, and expand U.S. influence over strategic semiconductor production supply chains. EE Times May 13, 2026 SoftBank has injected $450 million into this British AI chip company SoftBank injects over $450 million into AI chip firm Graphcore, reinforcing its push into AI infrastructure. The funding supports ongoing development after its 2024 acquisition, as the company expands AGI-focused chip design and global AI projects. CNBC May 13, 2026 Powerful shrinking technique could enable devices that compute with light MIT researchers created "implosion carving," a laser technique that shrinks patterned hydrogels 2,000-fold into sub-100-nanometer 3D nanostructures, opening paths for optical computing, imaging, and biomedical analysis applications. MIT News May 13, 2026 Rising EV and AI Loads Bring Connectors Into Early Design Decisions Amphenol says EVs, industrial systems, and AI data centers are driving demand for advanced high-voltage connectors as architectures decentralize. OEMs now design connectors earlier, while Amphenol expands India and global operations to meet faster, higher-power development cycles. EE Times May 13, 2026 Home Win: Challenging The Traditional Semiconductor Manufacturing Model Europe shifts away from reliance on Far East semiconductor supply as geopolitical tensions expose fragile global chains. Governments invest through the US CHIPS Act and EU Chips Act, while UK firm CIL expands domestic advanced packaging & integrated manufacturing capabilities. Semiconductor Engineering |
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