Browsing Tag
Arizona
104 posts
Boeing lands $636m Apache sustainment award as Mesa aftermarket franchise pushes past $1.1bn
Boeing wins $636.1m US Army Apache modification, lifting the contract past $1.1bn as Mesa sustainment work runs through April 2029. What comes next?
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
Western Gateway pipeline: PSX-led joint venture takes FID on $5bn refined fuels line
Phillips 66, Kinder Morgan and HF Sinclair take FID on the $5bn Western Gateway pipeline, targeting Arizona and California by 2029 as refineries close.
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
Enlight Renewable Energy (ENLT) raises 2026 guidance as $2.6bn CO Bar buildout tests execution
Enlight Renewable Energy delivered 55% growth in second-quarter revenues and income and raised its 2026 outlook as new projects, electricity trading and stronger power prices lifted performance. The next test is whether the company can convert a rapidly expanding construction portfolio, led by Arizona’s CO Bar solar-storage complex, into durable cash flow without weakening capital discipline.
Fortis gains C$2.2bn Tilbury LNG growth option beyond capital plan
Fortis earnings rose as regulated investment expanded, while Tilbury LNG approval and Arizona battery storage added new growth opportunities
Why Linde is spending $1bn on gases that advanced semiconductor fabs cannot operate without
Linde’s $1 billion Phoenix semiconductor gas expansion deepens its electronics backlog, but margins and project execution remain the key valuation test.
Can NVIDIA turn Amkor Technology’s costly Arizona expansion into a high-margin AI business?
Amkor Technology gains a major customer commitment for its United States packaging expansion, but returns will depend on construction, qualification and utilisation.
Coca-Cola suspends fairlife US production after ransomware reaches factory systems
The ransomware event has not affected product quality or safety, but the duration of fairlife’s production suspension will determine the consequences for supply, recovery costs and Coca-Cola’s growth strategy.
US Supreme Court’s next term could reshape gun bans, voting rules and immigrant detention
The United States Supreme Court will return in October with disputes involving assault-style rifles, Arizona voter registration, prolonged immigrant detention, religious freedom, LGBTQ protections and major corporate litigation.