Applied Materials’ $5 Billion Plan Shows Why the Next Stage of India’s Chip Strategy Is Building an Entire Semiconductor Ecosystem 📰 iAtlas Daily #59 | Semiconductor Manufacturing & India | September 2026 India wants to become a major semiconductor manufacturing hub. But building semiconductor factories is only the beginning. A modern semiconductor industry requires much…
From Semiconductor Materials and Battery Storage to OLED and Data Centers, the Next Industrial Race Is Being Fought Behind the Final Product 🌍 iAtlas Weekly #11 | Weekly Briefing | September 2026 For years, industrial competition was easiest to see at the final product. Those questions still matter. But this week’s developments point to a…
Pacific Quartz’s Progress Shows How the Semiconductor Localization Race Is Moving from Chips and Equipment into the Materials Hidden Inside Fabs 🧪 iAtlas Daily #54 | Semiconductor Materials & Supply Chain | September 2026 The Semiconductor High Purity Quartz supply chain is becoming another front in China’s push for greater semiconductor self-sufficiency. China’s semiconductor strategy…
Air Products, Axcelis, Corning and Pacifico Energy Expand Investment Across Chips, Materials and Power 🏭 iAtlas Daily #49 | Semiconductor Supply Chain & Energy | September 2026 The U.S. Investment in Korea Semiconductor Industry is expanding beyond chip manufacturing itself. Four U.S. companies — Air Products, Axcelis Technologies, Corning and Pacifico Energy — have committed…
Why Manufacturing, Capital, and Supply Chains Are Defining the Next Technology Race 📊 iAtlas Weekly #6 | Weekly Briefing | August 2026 🌍 Editor’s Note Scale is becoming the new industrial advantage. For years, technology competition was largely defined by innovation. Who could develop the fastest semiconductor? Who could build the highest-energy-density battery? Who could…
Why the Next Chip Race Is Moving Beyond Fabs to Materials, Equipment, and Infrastructure 📰 iAtlas Daily #34 | August 2026 📰 What Happened? South Korea is preparing a new ₩5 trillion ($3.5 billion) fund to strengthen the country’s semiconductor ecosystem. The initiative will support promising companies across areas including: The government also plans another…