AI in Semiconductors

🏆 Ranked #1 in U.S. Electronic Component Works Growth — ALEX Intelligence, 2026. Texas’s 11.6% surge since 2019 isn’t just about fab expansion — it’s a systemic shift toward climate-resilient, packaging-driven hardware evolution. While global foundries face El Niño disruptions, Texas is building infrastructure that treats environmental volatility as a design parameter, not a risk. This isn’t just about scale — it’s about stability. The real bottleneck in AI chips is no longer process nodes, but system integration. Texas leads because it’s building the physical layer that can sustain AI’s most demanding workloads, even when the world floods. Change in Electronic Component Works Since 2019 (ALEX Intelligence — 2026) #1 Texas <- this market #2 New York #3 Illinois #4 New Jersey #5 Arizona #6 Wisconsin #7 Massachusetts #8 Michigan #9 Minnesota #10 Connecticut Source: https://alex-companies.com/data/2026-09-14-ai-semis-igrow-334419-state View and join any or all of our communities — AI, quantum, and real estate: https://alex-companies.com/reports/linkedin-groups If there's an AI, quantum, or real estate community you'd like to see us convene, tell us — this portfolio grows by request.