Fab equipment
New wafer capacity requires lithography, deposition, etch, inspection and facility systems.
Verification signalTool order, cleanroom EPC award or installed-capacity target.Technology · Industry intelligence
Semiconductors
Chip manufacturing, memory, foundries, packaging and equipment investment.
Supply-chain opportunities
Procurement priorities
Categories to monitor as projects move from announcements into engineering, tenders and supplier awards.
Advanced packaging
AI and memory products increase demand for substrates, interposers and packaging capacity.
Verification signalPackaging capacity reservation or named OSAT partnership.Materials and gases
Production ramps consume wafers, chemicals, specialty gases and process materials.
Verification signalLong-term supply agreement or qualified-material disclosure.Power and water
Fabs require high-quality power, ultrapure water and wastewater treatment.
Verification signalUtility agreement, water permit or treatment-system tender.Industry analysis
Thailand approves first national semiconductor strategy targeting $80 billion in investment by 2050
Thailand has approved its first national semiconductor strategy, targeting about $80 billion in cumulative investment an...
Seaport Global initiates coverage of ON Semiconductor with Buy rating, $100 price target
Seaport Global launched coverage of ON Semiconductor on September 23, 2026, with a Buy rating and a $100 price target ag...
SK Hynix in early talks with Intel on US memory-chip production at Ohio site
SK Hynix is in exploratory talks with Intel on a deal that could see the Korean memory maker produce chips on US soil fo...
Practical tools