AI Demand Fuels $135B Global Chip Investment in 2025

AI Demand Fuels $135B Global Chip Investment in 2025

Fab expenditures will soar for AI chips in 2025, with global semiconductor manufacturers intending to spend $135 billion on fab facilities. This huge increase is a 7% increase on 2024 and also indicates the first recovery in chip equipment expenditure since 2022 (as stated by Nikkei). Some of the world top 10 chipmakers are ramping … Read more

Apple’s Historic $100B Move to Localize Silicon Supply Chain

Apple’s Historic $100B Move to Localize Silicon Supply Chain

Apple announced a big US$100B investment to bolster the US chip manufacturing ecosystem, rare earth supply, and homegrown tech infrastructure. The commitment comes right on the heels of a bold announcement from former President Donald Trump, which would impose a 100 percent tax on chip imports while protecting domestically produced semiconductors and punishing reliance on … Read more