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7 stories for“chip manufacturing investment”
The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026
WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
Roughly six trillion dollars of sovereign wealth now sits behind the region's funds. What that money buys, and where it is deployed, matters more to the next ten years than the oil price does.
Aug 8, 2026
