NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Oct 15

11:45Impact score 58
Two chipmaking bets, one U.S. ambition! Washington is backing #Intel’s advanced-node push while doubling down on #GlobalFoundries’ specialty chips—...
According to TrendForce's post dated Oct 15, 2026 at 3:45 AM (shown as 6h old), Washington is backing Intel's advanced-node push while doubling down on GlobalFoundries' specialty chips—now bolstered by Japan's planned $21B investment in up to two new fabs in New York, with Renesas and Apple already named among the initial customers. The event is in a planned status and has not been implemented.
specialty chipsadvanced-nodeIntel, GlobalFoundries and 4 totalTrendForce Official (Market Data)Capacity Change

23:06Impact score 60
GlobalFoundries to operate two Japan-funded fabs in New York
GlobalFoundries has been selected to operate two new 300mm fabs at its Malta, New York site, financed by Japan through up to USD 21 billion under the US-Japan trade agreement; the first fab is expected to come online in 2029 after ground is broken later in 2026, and each fab will add about 900,000 300mm wafers per year to U.S. capacity once operational. The U.S. government will take an approximate 4% equity stake, and GlobalFoundries will reallocate USD 955 million of its existing CHIPS Act award to silicon photonics, SiGe and advanced packaging in Malta and Burlington, Vermont. Customers including Renesas, Apple, Cirrus Logic, GM and Tokyo Electron have signed on, with Renesas viewing the fabs as an extension of its own production.
300mm wafersGlobalFoundriesEvertiqCapacity Change

20:17Impact score 60
Renesas abandoning SiC production plans amid Chinese price war and Wolfspeed uncertainty
Renesas Electronics is abandoning its plans to produce silicon carbide (SiC) power semiconductors for EVs, according to a Nikkei report. The decision is driven by slowing EV market growth and a supply glut from Chinese manufacturers leading to falling prices. Bearish: This exit removes a potential future supply constraint and signals continued oversupply pressure in the SiC market, likely keeping prices depressed.
SiC Power SemiconductorsRenesas Electronics CorpSemiconductor TodayCapacity Change