Research Desk

Industry: Semiconductors

Industry: Semiconductors

Bosch Roseville SiC: Samples Are Not Volume Yet

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Factory Investigator semiconductor graphic contrasting Bosch Roseville’s first 200 mm silicon carbide sample wafer with commercial-volume production still targeted for 2026.

Direct answer – Is Bosch producing silicon carbide chips at commercial volume in Roseville? Not yet, based on Bosch’s July 2026 announcement. Bosch says sample silicon carbide production has begun at Roseville and commercial production on 200-millimeter wafers is intended to start in 2026. The company did not disclose current yield, qualified monthly output or … Read more

AOI Pearland Expansion: Space Is Not Proven Output

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Factory Investigator graphic showing AOI’s nearly 400,000-square-foot Pearland expansion alongside 800G and 1.6T transceiver capacity targets and the gap between factory space and qualified output.

Direct answer – What does AOI’s Pearland manufacturing expansion add? AOI has started construction on two Pearland, Texas properties that add nearly 400,000 square feet of manufacturing capacity for 800G and 1.6T optical transceivers. The July 2026 release does not state when the new space will begin qualified production or how much current monthly output … Read more

Micron’s $250B Plan Won’t Fix Memory Supply Soon

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Factory Investigator editorial graphic showing Micron's $250B U.S. memory expansion, with a fab construction scene, wafer production line, and a timeline emphasizing delayed qualified supply.

Direct answer – What does Micron’s $250 billion U.S. investment mean for manufacturers? Micron plans to invest more than $250 billion in U.S. memory manufacturing and research through 2035, with a goal of producing 40% of its DRAM domestically. The commitment strengthens long-term supply resilience, but it does not create immediate chip capacity. Idaho wafer … Read more