➀ TSMC plans to start construction of its third factory in Arizona by mid-2025, a year ahead of schedule.

➁ The new CoWoS advanced packaging plant in the US is also under consideration.

➂ This expansion is part of TSMC's strategy to increase its presence in the US amidst concerns over foreign control of the semiconductor industry.

➀ Intel has achieved an exciting milestone with the first run of 18A (1.8nm-class) wafers at its Arizona fab;

➁ The milestone involves transferring the new fabrication process to a brand-new facility in Arizona;

➂ Intel plans to mass produce compute chiplets for Panther Lake processors and Xeon 7 processors for datacenters using the 18A technology.

➀ The investor community is in a state of uncertainty about Intel's future;

➁ TSMC's preference for building its own fabs over taking over Intel's has raised concerns;

➂ The US administration's view on Intel's capability to be a leading-edge domestic supplier is questioned.

➀ SkyWater Technology has entered into an agreement with Infineon Technologies AG to purchase Infineon's 200 mm fab in Austin, Texas, known as Fab 25.

➁ The acquisition includes a corresponding long-term supply agreement.

➂ SkyWater plans to operate the fab as a foundry to expand U.S. foundry capacity for foundational chips.