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silicon wafers

The silicon shock has the potential to be a dominant macro, political and market theme of 2026.

Opinion & Features

The ‘silicon shock’: When AI demand broke the supply chain

The crisis is just getting started – and could escalate quickly

Micro-Mechanics CEO Kyle Borch believes the company is uniquely positioned with a footprint in both front-end and back-end semiconductor manufacturing processes.

Companies & Markets

TOPLINE

Micro-Mechanics builds the tools behind the ‘next generation’ of chips worldwide

It sees opportunities in US and China as chip technology and global trends provide tailwinds

Soitec CEO Pierre Barnabe at the ground-breaking of the company's wafer fab extension on Dec 9, 2022.

TOPLINE

Soitec wants to further expand product lines to tap demand for AI

Chief executive Pierre Barnabe sees its silicon photonics wafers, used in data centres, as a key growth driver for the company

By 2029, the factory is expected to produce 55,000 300 mm wafers per month and supply proportional capacity to its two equity partners.

Global Enterprise

NXP, Vanguard to invest US$7.8 billion in Singapore wafer plant

Taiwan’s Vanguard International Semiconductor Corp will invest US$2.4 billion for a 60% stake, while NXP will invest US$1.6 billion and hold 40%

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