SK Hynix DRAM 2026, $3.87B Indiana Packaging Plant
HBM Wafer Cannibalization: SK Hynix $14.6 B Fab, 23% DRAM Share, and NVIDIA…
CATL Critical Minerals 2025, $6B Indonesia Project
Top 10 Critical Mineral Deals: US-Australia's $8.5 B Pact and the EU's $24 B…
Zhen Ding Semiconductors 2025, $1.1B Huai'an Park
AI PCB Supply Crunch, $27 B Market Faces 45% Cost Hikes Amid Shortages…
Korea Green Methanol 2025, $1.75B COSCO Order
Green Methanol Supply, 100 New Vessels, 7 M Ton Demand, and Korea's $450/ton…
Meta AI & Data Center Energy 2026, $21B Core Weave Deal
AI Data Center Power, Meta's $80 B Spend, 165% Demand Growth, and 50% of 2026…
GE Vernova Gas Turbine 2026, $90B Pennsylvania AI Hub
Gas Turbine Supply Chain, AI-Driven Demand Risks New Crunch, 97 GW Data Center…
LONGi Solar 2026, 45 GW Shipments, Jinko Solar 80 GW
Bifacial Solar Module Glut, 80% Chinese Capacity Share, $0.10/W Price Floor,…
Hitachi Grid & Power Infrastructure 2026, $1B U.S. Push
Switchgear Lead Times, Eaton's $30 M Plant, 5-Year Delays from GE & Siemens,…
Invinity Energy Systems Energy Storage 2026, £25M UKIB Deal
Invinity Energy Systems Energy Storage 2026, £25M UKIB Deal Flow Battery Supply…
Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon
Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon Power Transformer…