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Apr 11, 2026
The grid queue is the new bottleneck
Generation is no longer the binding constraint on industrial expansion. The interconnection queue is — and it's getting longer.
Energy
Mar 28, 2026
How much water does a wafer really cost?
Ultrapure water is the unglamorous input that decides where a fab can be built. We put a number on it.
Water
Mar 14, 2026
Reshoring announcements vs. delivered capacity
The gap between a groundbreaking ceremony and a running fab is measured in years — and in gigawatts.
Semiconductors
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