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Micron's $100B New York megafab and Intel's Ohio campus now share one construction manager — and the US fab timeline just narrowed to a single EPC's scheduling sheet
Samsung Electro-Mechanics opens a ₩1.5T front in silicon capacitors against Murata. Taiwan's Everlight and Episil win SiC/optocoupler sockets at Delta. Shin-Etsu doubles down on rare-earth refining. China's tungsten curbs squeeze every Japan-bound AI wafer.
Capacity, not policy, forked the leading-edge foundry map for the first time
Cheongju fires, Korean concrete strike, Bechtel award, Pingtung groundbreaking, NHK's three hurdles — four countries hit the same wall in one week