Morning Overview

Hardware and Semiconductors

TSMC is now racing to build 18 new chip fabs and packaging plants at once — a frantic bid to feed AI’s bottomless appetite for silicon

Somewhere in the Arizona desert, concrete is being poured for what will become one of the most advanced semiconductor fabrication plants ever built on American soil. Thousands of miles away, in southern Taiwan, construction crews are working on yet another cleanroom expansion. In Kumamoto, Japan, a second fab is rising next to one that only […]