AI in Semiconductors

🏆 Ranked #1 U.S. County for Electronic Component Works — ALEX Intelligence, 2026. Orange County, California, leads the nation with 48 electronic component works—more than any other U.S. county. This isn’t just about R&D; it’s about where the physical layer of AI hardware is still being built. The data reveals a counterintuitive truth: despite the push to decentralize chip production, California remains the epicenter of component manufacturing. Five of the top 10 counties are in California, including Santa Clara and San Diego. Meanwhile, Texas (Dallas County, rank 9) and Arizona (Maricopa County, rank 10) are rising—but not replacing. This is not a decline of California’s role. It’s a diversification of the U.S. semiconductor ecosystem. Top U.S. Counties by Electronic Component Works (NAICS 334419) (ALEX Intelligence — 2026) #1 Orange County, California <- this market #2 Santa Clara County, California #3 Los Angeles County, California #4 San Diego County, California #5 Middlesex County, Massachusetts #6 Suffolk County, New York #7 Cook County, Illinois #8 Alameda County, California #9 Dallas County, Texas #10 Maricopa County, Arizona Source: https://alex-companies.com/data/2026-09-17-ai-semis-ind-334419-county 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.