Companies
TSMC has announced plans to build semiconductor manufacturing facilities in Texas, with its Austin fab representing a significant investment in domestic chip production capacity.
May 12, 2026
Three Deals, One Thesis: The Capital Stack Is Buying Electrons NowMicrosoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.
Companies
CyrusOne
1 co-occurrence
Places
Cedar Rapids, IA
1 co-occurrence
Places
Linn County, IA
1 co-occurrence
Companies
Nvidia
1 co-occurrence
Places
Fayetteville, GA
1 co-occurrence
Places
Sweetwater, TX
1 co-occurrence
Companies
Meta
1 co-occurrence
Companies
Halliburton
1 co-occurrence
Places
Box Elder County, UT
1 co-occurrence
Agencies
ERCOT
1 co-occurrence