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AI & Semiconductors
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Electricity unit price for 29 semiconductor factories in the U.S. — The power company in Arizona where TSMC is located has industrial unit prices 50% higher than those in Austin, Texas, where Samsung is located. Cost of electricity per site as recorded by regulatory bodies.
News of building a factory in the U.S. is often accompanied by figures for investment and job creation, but the electricity cost for that factory rarely follows. We obtained the coordinates of 29 U.S. semiconductor factories from regulatory records and identified the utility company responsible for each location. We then divided the actual revenue earned by each company from all industrial customers by the volume of sales to calculate the unit price. Differences that were not apparent at the state average level became clear when we examined each factory individually.
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Advanced packaging — Regulatory filings from four U.S. equipment and material companies and remaining Korean patent and national R&D records · Back-end process assessment for AI semiconductors
As the competition to make smaller chips reaches its limits, companies are shifting their focus to better chip integration. Four U.S.-listed companies included this narrative in their disclosures between July and August 2026. We examined what remained behind these statements by reviewing the Korean Intellectual Property Office and national R&D records. The results revealed discrepancies between what the companies claimed and the remaining records.