PsiQuantum Award Tests Commerce’s Quantum Commercialization Strategy
Commerce finalized an up-to-$100 million PsiQuantum award for photonic quantum components as GAO questions the broader CHIPS R&D strategy.
Semiconductors
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Taiwan’s Record August Exports Show Diversification, Not Decoupling
Taiwan’s record August exports widened links with the U.S., ASEAN, Japan and Europe, but China and Hong Kong also reached a monthly trade high.
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Marvell shares fall as investors question timing of Google AI deal
Marvell reported record revenue and raised its forecasts, but shares fell as investors focused on when its expanded Google custom-chip deal may add revenue.
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SK hynix Breaks Ground on $4 Billion Indiana AI-Memory Facility
SK hynix broke ground in West Lafayette on a more than $4 billion AI-memory packaging project, but production is not expected until 2029.
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Nvidia revenue more than doubles as AI demand drives record quarter
Nvidia posted $96.2 billion in fiscal second-quarter revenue, beat Wall Street expectations and forecast about $108 billion next quarter.
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U.S. Announces Polysilicon Tariffs Targeting Solar and Semiconductor Supply Chains Ahead of Planned China Summit
The Trump administration says tariffs on polysilicon and related products will take effect December 4, 2026, putting a critical solar and semiconductor input at the center of U.S.-China trade tensions.
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Micron plans $500 million backing for Texas wafer plant
Micron plans $500 million in financing for GlobalWafers’ Sherman wafer plant and a 10-year supply deal, but both remain subject to closing conditions.
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TSMC’s $265 Billion U.S. Plan Faces Its Next Test
TSMC’s new U.S. commitment expands Arizona’s chipmaking plans, but the supply-chain test is how much capacity reaches production, yields and shipments.
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Etched Reaches $10.3 Billion Valuation as AI-Chip Rollout Begins
Etched raised $300 million at a $10.3 billion valuation, but the AI-chip startup still must turn early systems and reported demand into repeatable revenue.
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Coherent Logistics Building Begins Scheduled Sherman Expansion Work
A state record lists a privately funded 45,904-square-foot Coherent logistics addition at 6800 S. U.S. 75 in Sherman, with construction scheduled to begin August 3, 2026.
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Portland State joins Oregon semiconductor innovation engine backed by up to $160 million from NSF
Portland State University is a core partner in a statewide semiconductor initiative led by Oregon State University that could receive up to $160 million from the National Science Foundation over 10 years.
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TSMC’s $100 Billion U.S. Expansion Tests Chip Supply-Chain Reshoring
TSMC’s planned $265 billion U.S. investment would add advanced-chip capacity in Arizona, but packaging, materials, suppliers and workers remain key gaps.
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TSMC’s Arizona expansion could ripple into Chandler’s chip economy
TSMC’s planned north Phoenix expansion is not a Chandler project, but its demand for workers, suppliers, housing and infrastructure could affect the city.
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South Korea Raises Rates as Chip Growth Meets Inflation Risks
South Korea lifted its benchmark rate to 2.75% as semiconductor-led growth strengthens, while inflation, housing prices and household debt pressure policymakers.
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U.S. issues AI chip guidance to close export loophole for D:5, Macau buyers
BIS clarified chip export licensing for D:5- or Macau-tied buyers, and Senate Democrats are pressing for oversight and testimony on enforcement.