SemiAnalysis https://gridtochip.site/companies/semianalysis News and posts about SemiAnalysis on GridToChip 300-plus local data center bans have only delayed just three US projects https://www.tomshardware.com/tech-industry/data-centers/300-plus-local-data-center-bans-have-only-delayed-just-three-us-projects-bans-much-more-bark-than-bite-only-2-3-gigawatts-of-data-centers-are-held-up-versus-38-gigawatts-expected-online-in-2027 Sun, 18 Oct 2026 11:45:00 GMT Numerous local data center bans have reportedly stalled just three planned data center projects in the US. (Tom's Hardware) ASML patents point to a hybrid bonder as chip toolmakers crowd into packaging https://www.digitimes.com/news/a20261016VL201/asml-packaging-2026-wafer-equipment.html Fri, 16 Oct 2026 00:35:00 GMT ASML's patent filings suggest a trend towards hybrid bonding within the semiconductor packaging equipment sector. (DigiTimes) Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion https://www.digitimes.com/news/a20261001PD218/china-data-center-capex-capacity-expansion.html Thu, 01 Oct 2026 04:15:44 GMT Analysis highlights China's rapid expansion in AI data center infrastructure as global tech giants increase capital expenditure to scale capacity. (DigiTimes)