Semiconductor Power Shifts

🇺🇸 Micron’s $200B U.S. Chip Investment

📅 June 12, 2025

Micron is making a megamove with a $200 billion commitment to bolster domestic DRAM and HBM production. Plans include a second fab in Idaho, expansions in New York and Virginia, and a significant $50 billion R&D investment, all endorsed by the Trump Administration. The company aims to manufacture 40 percent of its DRAM in the U.S., with production scaling from 2027 onward and approximately 90,000 direct and indirect jobs created.

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🛑 Taiwan Blocks Chips to Huawei & SMIC

📅 June 15, 2025

Taiwan has added Huawei and SMIC to its strategic high-tech export blacklist. This comes after Huawei used shell companies to sidestep U.S. chip restrictions. The new rule, administered by Taiwan’s Commerce Ministry, mandates export permits for all chip shipments to these companies, affecting not just TSMC but also UMC, ASE, SPIL, Nanya, and others.

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🌵 SEMICON West Lands in Phoenix

📅 June 18, 2025

For the first time, SEMICON West will take place in Phoenix this October (7–9), spotlighting Arizona's chip prowess. The event, larger than it’s been in two decades, is backed by the Arizona Commerce Authority, GPEC, and Visit Phoenix, with Intel, TSMC, Amkor, and over 100 firms exhibiting. Registration closes early on June 27.

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🇸🇬 Air Liquide Fuels Singapore Chip Boom

📅 June 10, 2025

Air Liquide will invest $80 million to build an industrial gas plant in Tampines Wafer Fab Park, Singapore. The facility, built with VisionPower Semiconductor, will produce ultra-high-purity gases vital to semiconductor fabrication, with a strong focus on efficiency and sustainability. Opening is planned for 2026.

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🇺🇸 Texas Instruments Joins the Fab Frenzy

📅 June 18, 2025

Texas Instruments plans a $6 billion investment in a new U.S. semiconductor manufacturing hub. The move supports ongoing efforts to diversify domestic chip production and secure supply chains, placing TI alongside peers like Intel and TSMC in the race for U.S.-based fab capacity.

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💸 Why Tax Credits Matter to Chipmakers

📅 June 10, 2025

The CHIPS Act’s 25 percent investment tax credit (ITC) helped unlock $540 billion in semiconductor investments. But it’s set to expire at the end of 2026. Policymakers are pushing to extend it and expand it to include semiconductor design R&D through the proposed STAR Act, a key to sustaining U.S. chipmaking momentum.

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📈 Global Chip Market to Hit $1T by 2034

📅 June 17, 2025

The semiconductor market, valued at $600 billion in 2024, is projected to reach nearly $1 trillion by 2034, growing at a 6.5 percent CAGR. Demand is soaring thanks to AI, 5G, electric vehicles, and IoT. Still, challenges like trade wars, raw material shortages, and environmental rules persist.

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🏗️ Micron Brings Jobs to Syracuse

📅 June 18, 2025

Micron is boosting local hiring in Syracuse as part of its U.S. expansion. At a Micron Day event, the company showcased career opportunities, with about two-thirds of the workforce in its Idaho and Virginia locations drawn from local areas. Syracuse is set to benefit from jobs, outreach programs, and university partnerships.

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