The Fab buildout frenzy in the US, rocketing Memory Chip prices, and the rise of indigenous semiconductor manufacturing in India.
Transcript
EE Herald Silicon Bridge Podcast Jun 22 2026
[00:00:00]
[00:00:09] Art Amor: Welcome back to Silicon Bridge, the EE Herald podcast. My name is Art.
[00:00:14] Ashish Rao: And I'm Ashish. Today, we're looking at what is arguably the largest manufacturing reshuffle in modern tech history, the massive build-out of semiconductor fabrication units, or fabs, across the United States
[00:00:29] Art Amor: Now, ever since the CHIPS Act injected billions into domestic infrastructure, train operators have been busy, but the money isn't dropping evenly, Ashish.
About this edition
We’re talking about the massive, state-wise, build-out of semiconductor fabrication units across the United States, the rise in Memory Chip prices, especially those used for AI, and why the US won’t ask China for help in this quarter. And finally, the indigenous buildup of semiconductor manufacturing in India (CDIL, InFab, Agnit and Monk9).
SiliconBridge is a product of EE Herald. We independently explore the nexus between industry, academia and past, prevailing and potential future geopolitical architectures
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