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PHOENIX – Global investment in 300mm fab equipment is set to total $374 billion from 2026 to 2028, according to SEMI’s latest 300mm Fab Outlook. The ramp is fueled by AI chip demand for data centers and edge devices, along with policy-backed regionalization and supply-chain restructuring aimed at greater self-sufficiency. SEMI expects this year to be the first year 300mm spending tops $100 billion, rising 7% to $107 billion, with further gains to $116 billion in 2026, $120 billion in 2027, and a jump to $138 billion in 2028.

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NEWCASTLE-UNDER-LYME, UK – Incap Corporation has completed the installation of a rooftop solar power system at its manufacturing facility, a move aimed at increasing the site’s share of renewable energy. The new system is expected to provide nearly half of the factory’s daytime electricity demand and about one-third of total annual consumption, supporting the company’s broader environmental goals while reducing energy costs.

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WASHINGTON – Global semiconductor sales reached 64.9 billion dollars in August, up 21.7% from 53.3 billion dollars a year earlier, according to the Semiconductor Industry Association. Sales also increased 4.4% sequentially from 62.1 billion dollars in July.

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BIÑAN, PHILIPPINES – Integrated Micro-Electronics, Inc. (IMI) has completed the consolidation of its Kuichong operations into its Pingshan facility in Shenzhen, China, a strategic move designed to streamline its manufacturing footprint, improve operational efficiency and increase capacity utilization.

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SAINT-HERBLAIN, FRANCE – Lacroix reported first-half 2025 revenue of about $30.1 billion, reflecting an 11.9% year-over-year decline on a comparable basis, as the company continued its strategic withdrawal from low-margin contracts and prepared to exit the North American electronics market. The Environment segment remained a bright spot, growing 9% and delivering a current EBITDA margin of 23.4%. Group EBITDA stood at roughly $2.2 billion, representing a margin of 7.5%.

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BANNOCKBURN, IL -- North American electronics manufacturing services companies reported shipments in July fell 4.1% compared to 2024.

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