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The Latest Breaking News from Globalwafers

MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers

As Micron invests in GlobalWafers, Wedbush believes the move signals the company is preparing for a potential wafer supply bottleneck.

Barchart

Micron's $250 Billion Bet Could Reshape the AI Memory Race

Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.

MarketBeat

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.

Tom’s Hardware

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Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge

TSMC responded by saying it expects employee profit-sharing bonuses to grow at a faster rate in 2026 than they did in 2025.

Tom’s Hardware

Apple's $100 Billion Manufacturing Push Likely Won't Raise Product Prices, Says Gene Munster — Made In USA iPhone Still Off The Table

Apple Inc.'s (NASDAQ:AAPL) latest $100 billion investment in U.S. manufacturing is unlikely to impact product pricing, according to Deepwater Asset Management's Gene Munster, who says iPhone assembly will continue to take place abroad.

Benzinga

GlobalWafers to invest $4 billion into U.S. chip manufacturing after opening Texas plant

Taiwanese manufacturer GlobalWafers is planning to invest $4 billion more into US-based chip manufacturing after opening a new facility in Sherman, Texas.

Tom’s Hardware

As Trump 2.0 looms, Taiwan’s chip industry braces for upheaval

Trump’s return casts doubt on Joe Biden’s signature initiative providing billions in funding to semiconductor firms.

Al Jazeera

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GlobalWafers inks $406 million CHIPS Act deal to make 300mm wafers in the U.S.

U.S. government and GlobalWafers finalize $406 million deal to build 300mm wafer production facility in Missouri

Tom’s Hardware

GlobalWafers is expanding overseas in anticipation of chip tariffs

GlobalWafers CEO predicts a “special tariff” that could be avoided by expanding local production.

TechRadar

U.S. closing critical gap in domestic chipmaking supply chain — GlobalWafers given $400 million to make wafers in the U.S.

The U.S. government provides $400 million to GlobalWafers to support wafer manufacturing in Missouri and Texas.

Tom’s Hardware

Billions to spur US semiconductor manufacturing comes with strings attached

WASHINGTON – The Commerce Department is preparing to dole out $39 billion in semiconductor manufacturing incentives, an initiative expected to bring more factories – and jobs – to the U.S.

Tribune News Service

How a Texas town is making itself into an epicenter of the US semiconductor universe

In downtown Sherman, Texas, markers explain the city’s past and restaurants and coffee shops boast about the historic buildings they call home.

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