Browsing Tag
Phoenix
43 posts
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.
Cavco Industries (CVCO) Q1 FY27: Backlog jumps 53% to $298m as factory-built margin slips and EPS misses
Cavco Q1 FY27 backlog jumped 53% to $298M ahead of the ROAD to Housing Act rollout, but factory margin fell to 20.8% and EPS dropped to $5.43.
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.
LXP Industrial (NYSE: LXP) to go private as Brookfield and CPP Investments strike $5.2bn Sunbelt logistics deal
Brookfield and CPP Investments to take LXP Industrial private at $61.20 cash in a $5.2 billion deal, with a 40-day go-shop live and LXP's 33-year dividend streak paused.
Honeywell has finally broken up, so what changes now for 30,000 aerospace employees?
Honeywell Aerospace has started trading independently after separating from Honeywell Technologies, giving Jim Currier direct control over more than 30,000 employees, a $19 billion business and a supply chain struggling to keep pace with aviation and defence demand.
Why Waymo’s latest robotaxi recall could rattle the self-driving future
Find out how Waymo’s robotaxi recall could reshape autonomous vehicle safety, regulation and Alphabet investor sentiment today!
Cognite and ABB bring agentic AI into industrial workflows as Aker BP becomes first customer
Cognite and ABB are bringing agentic AI into industrial workflows with Aker BP as first customer. Find out what this means for energy operations.
BW Industrial (BWGC) IPO heads to NYSE American May 27 after twice cutting price range
BWGC IPO has slipped twice and repriced lower. Two clients still drive 83% of revenue. What retail investors should track before the 27 May NYSE American debut.
Frontier Airlines flight 4765 deplaned in Denver after ammunition magazine found on aircraft
A magazine on a Frontier aircraft forced rescreening in Denver. The harder question is how a law enforcement item may have stayed onboard.