Semiconductor Industry Association (SEMI)

Money Moves

Applauded the deal

Japan will put up as much as $21 billion for two chip factories in Malta, New York, with GlobalFoundries as the operator. The first plant is due to start production in 2029 and would add about 900,000 wafers of annual capacity.

Updated Oct 25

New Capabilities

Primary forecaster of semiconductor equipment market trends

Nvidia is paying testing companies in advance to reserve capacity. On October 21 it disclosed agreements with six suppliers covering substrates, advanced packaging, chip testing and optical engines, including a $1.1 billion advance to King Yuan Electronics signed on October 13.

Updated Oct 24