The United States and Japan lead the ranking with 4 projects each. The boost is provided by the processing needs of GenAI applications, especially in the leading-edge memory and logic segments.

The semiconductor industry will initiate 18 new factory construction projects in 2025. The new projects include 3 facilities of 200 mm and 15 of 300 mm, most of which are expected to begin operations between 2026 and 2027, according to the latest quarterly World Fab Forecast report from the global association SEMI.

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List all analysis

Construction of 18 new semiconductor plants to begin this year

The United States and Japan lead the ranking with 4 projects each. The boost is provided by the processing needs of GenAI applications, especially in the leading-edge memory and logic segments.

MORE ANALYSIS

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

Physical AI outpaced integration software

Humanoid robots dancing with attendees or dealing poker cards were the stars of a trade show that pointed to the direction the industry is set to take from now on.

Trump exits global ICT forums to strengthen his campaign against China

The U.S. exit from 66 multilateral organizations included forums specializing in the Internet and cybersecurity. At the same time, it is advancing initiatives such as Pax Silica, aimed at creating a supply chain that excludes the Asian power.

CAF says Argentina, Bolivia and Chile should achieve “strategic coordination” in lithium exploitation

The multilateral lending institution believes that a common bloc would strengthen bargaining power, influence standards and pricing, promote the development of local value chains, and prevent a disorderly competition in which all parties lose.

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