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The U.S. semiconductor industry is expanding rapidly but the opportunity extends well beyond the fabs themselves. Global semiconductor sales reached a record $796 billion in 2025, driven by growth in AI, advanced computing, and data center investment, while new U.S. investment is expanding domestic manufacturing capacity. Together, these developments are creating supplier opportunities both in core semiconductor manufacturing and across construction, materials, equipment, precision manufacturing, logistics, and facility services. Our latest report in the Building America’s Industrial Base series, supported by JPMorganChase, examines where these opportunities are emerging and what it will take for small and mid-sized businesses to capture them. Read the full report https://lnkd.in/gpBbcQbv

$589 billion in semiconductor investment is reshaping Arizona and Upstate New York. Our latest case study looks at how both regions are working to turn that investment into stronger local supply chains and the lessons for other states. Download the report here: https://lnkd.in/gevFeDBz #Semiconductors #SupplyChain #EconomicDevelopment #Manufacturing #SmallBusinessSuppliers

Supplier gaps aren’t one-size-fits-all. A new report identifies four distinct constraints to supplier growth, from capacity and capabilities to market access, and how procurement and supply chain leaders can take a more targeted approach to addressing them.

Need a partner to deliver on your community commitments? Next Street helps public affairs leaders deliver programs that meet commitments, support local businesses, and demonstrate impact to communities and key stakeholders.

Making a community commitment is one thing. Delivering on it is another. Next Street helps public affairs leaders put commitments into action through small business and supplier programs, local partnerships, and measurable outcomes.

Landing a semiconductor fab is step one. Building lasting local opportunity is the harder part. New research from the Next Street Institute looks at how Arizona and Upstate New York are turning historic chip investments into stronger supplier networks, trained talent, and real procurement access, and what other regions can learn as they enter the next phase of America's industrial buildout. Join us for a next week for a webinar conversation with leaders from government, industry, and the business support ecosystem, including Pearl Chang Esau 張其瑀 EMGM (TechSmart), Martin Perez (City of Phoenix), Honora Spillane (CenterState CEO), Joseph Stefko (OneROC), and Spencer Lau (Next Street Institute, moderator) to dig into the learnings. 📅 Tuesday, Sept 15 🕛 Noon – 1pm ET (9–10am PT) Register here: https://lnkd.in/guEHW5cD