In the span of a few weeks, Arizona has signed three separate MOUs with Taiwan and Japan, each focused on a more practical goal: how to work together. Taiwan is one of Arizona’s largest trading partners, and Japan continues to be a leading source of foreign investment in the state. The relationships have been building for years, but what’s changing now is how coordinated they … [More]
What Happens when Memory Can’t Keep Up
With increasing demand, rising memory costs are showing up in everyday products
As manufacturers steer more memory capacity toward AI data centers, customers in other parts of the market are starting to feel the effects. Supply is getting tighter, long-term commitments are harder to secure and some buyers are being forced to plan around uncertainty. Demand is rising quickly, but new supply isn’t keeping pace. Much of the industry’s investment is going … [More]
Semiconductor Seminar in Arizona Tries to Answer What Comes Next
Global Semiconductor Hub, a semiconductor seminar held in Arizona, brought together industry leaders to discuss what comes next for AI, and much of the conversation focused less on software and more on the hardware needed to support it. Arizona Commerce Authority President and CEO Sandra Watson opened the program, placing the discussion in the context of the state’s growing … [More]
Amkor Doubles Down on Arizona
Amkor Technology Inc. is doubling down on Peoria, raising its projected 2026 capital spending to between $2.5 billion and $3 billion, with much of that investment directed toward the advanced packaging campus taking shape near Loop 303. The project is supported by more than $2.85 billion in government incentives and tax credits, funding tied to construction milestones as the … [More]
The Power of Global Partnerships in Shaping the Future of Innovation
… And Arizona’s expanding role in advanced technology
Global partnerships are no longer just a public-sector initiative or a trade mission objective. For corporations in fast-moving, system-level industries, it has become a strategic lever for innovation, supply chain resilience and early visibility into emerging technologies. The most effective models link startups, established industry, universities and government into a … [More]
From Fabs to Classrooms
Arizona’s semiconductor buildout is no longer measured only in factories and cleanrooms. It is being shaped in classrooms, research labs and, increasingly, in cross-border partnerships. The University of Arizona has formalized an agreement with National Yang Ming Chiao Tung University, an applied research powerhouse deeply embedded in Taiwan’s semiconductor industry. Together, … [More]
Strong AI Demand Pushes TSMC toward Its Next Phase in Arizona
Taiwan Semiconductor Manufacturing Co. is having a moment, and Arizona is watching closely. The world’s largest contract chipmaker reported a 35% jump in fourth-quarter profit, beating market expectations and capping a year of record performance driven largely by demand for advanced chips used in artificial intelligence. At the same time, TSMC signaled that its U.S. … [More]
DSV Builds Its Largest Arizona Facility in Mesa
This month, DSV began construction on a nearly 1 million-square-foot logistics facility in Mesa, equipped with state-of-the-art technology and sustainable design elements, including solar panels, just east of Phoenix-Mesa Gateway Airport. “DSV’s investment in a new 950,000-square-foot facility in southeast Mesa is a major vote of confidence in our region’s growing role in … [More]
Semiconductor Chemicals Firm Targets Casa Grande for Next Arizona Facility
Arizona’s chip growth is no longer confined to the City of Phoenix and its immediate suburbs
Arizona’s semiconductor growth is starting to show up in places beyond the major fab sites. Increasingly, it is appearing in land transactions, rail-served sites and industrial facilities built to support large-scale manufacturing. One of the clearest signals of that shift came in late December, when Sunlit Arizona purchased 40 acres in Casa Grande for a planned hydrofluoric … [More]
As Data Centers Expand, Arizona Debates Power, Water and Local Control
Data centers are becoming one of the most visible and contested pieces of Arizona’s technology growth. As demand for cloud computing and artificial intelligence accelerates, communities across the state are weighing the benefits of large-scale digital infrastructure against concerns about water, power and long-term local impact. Arizona’s appeal to data center developers is … [More]
NGK Expands Phoenix Facility to Support Semiconductor Equipment Demand
NGK Insulators is expanding its Arizona-based operations as semiconductor manufacturers continue to invest in U.S. production. The Japan-based company said it will invest about $56 million to expand FM Industries, its Phoenix subsidiary that produces precision components used in semiconductor manufacturing equipment. The expansion is expected to increase production capacity … [More]
NXP’s Chandler Exit Highlights Shifts in the 5G Market
NXP Semiconductors’ decision to exit the radio power market and close its Chandler gallium nitride facility by 2027 raised questions about 5G, compound semiconductors and Arizona’s role in the global chip industry. The Dutch semiconductor company said the decision reflects current conditions in the 5G infrastructure market. Network upgrades have slowed, particularly among … [More]
How Tesoro VC and Startups Will Power Arizona’s $1 Trillion Tech Transformation
At the center of America’s AI and semiconductor comeback, Tesoro VC is building the startup engine fueling Arizona’s rise as a global innovation powerhouse
Arizona is at the center of a once-in-a-generation transformation. Nearly $1 trillion in combined AI and semiconductor investment is reshaping the state’s economy — anchored by TSMC’s massive fabrication cluster and joined by Intel, Amkor, Apple, NVIDIA, Microsoft, OpenAI, Applied Materials and others building the infrastructure and technologies that define the next decade of … [More]
ASU’s Work on Brain-Inspired Chips
Arizona’s semiconductor story is often told through major fabs, but some of the most forward-looking work is happening inside university labs. At Arizona State University, researchers in the Semiconductor Device Research Laboratory are studying how to build memory devices that act more like the human brain and how to fabricate them in space. This isn’t new territory for … [More]
Arizona Becomes New Home for COSM Tech Summit
For nearly five decades, the COSM technology summit has brought together some of the sharpest minds in science and innovation. Founded by technology author and economist George Gilder, the event is a gathering place for leaders shaping the digital world, from the early internet era to today’s age of artificial intelligence. Historically, COSM has called Seattle and Silicon … [More]
Applied Materials and ASU Open $270M Materials-to-Fab Center in Tempe
Strengthening the bridge between academic research and real-world manufacturing
Inside the MacroTechnology Works facility at ASU’s Research Park in Tempe, a new kind of research center has opened: the Materials-to-Fab Center. This $270-million, world-class facility is designed to accelerate the transfer of innovations from lab ideation to fab-ready prototype, strengthening the bridge between academic research and real-world manufacturing. A ribbon-cutting … [More]
SEMICON West Finds a Natural Fit in Phoenix
When SEMICON West left San Francisco for the first time in its 50-year history, no one knew what to expect. The answer came fast: record crowds, sold-out exhibits, and a new spotlight on Arizona’s semiconductor strength. The weeklong conference filled downtown Phoenix with more than 35,000 visitors and more than 1,500 exhibitors, the largest turnout in nearly two … [More]
Global Builders Turn to Arizona as High-Tech Projects Accelerate
Data centers and semiconductor fabs are rising at record speed in Arizona, and Skanska is moving to meet that demand by bringing its chip and data-center teams under one roof. The global construction firm has expanded its Advanced Technology division into a unified group, known as Skanska Advanced Technology. This realignment streamlines operations nationwide, enabling the … [More]
