German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an agreement for up to US$225 million in federal funding. Commercial production of silicon carbide chips at the Roseville, California, site is expected to begin in 2026.
US President Donald Trump recently claimed that Taiwan’s TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.
Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9 million) to acquire control of the assets and operations of bankrupt optical fiber manufacturer Futong Group Communication Technology (Futong Jiashan) through a restructuring process.
Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia’s dominance in AI infrastructure by courting “neocloud” providers that have traditionally built their businesses around Nvidia GPUs.
Taiwan’s silicon foundry industry posted a strong performance in June 2026, with aggregate revenue reaching US$15,131.2 million, up 5.9% from May and 54.0% from a year earlier — underscoring the sector’s continued ride on AI and advanced-node chip demand.
Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta’s predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.
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