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NAND Supply Conditions Tighten Going Into 2026

Fusion Worldwide highlights tightening NAND supply as AI driven storage demand outpaces restrained production through 2026.

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Texas Instruments Commits Over $60 Billion to U.S. Semiconductor Manufacturing

Texas Instruments is investing over $60 billion to expand U.S. semiconductor manufacturing, building up to seven fabs in Texas and Utah. Focused on foundational semiconductors like power management and mixed-signal ICs, the move supports supply chain resilience and aligns with the CHIPS Act. This long-term commitment aims to secure domestic availability of critical components for automotive, industrial, and consumer electronics applications.

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