Supply chain news on October 14, 2026

1. 0112:32 UTC

   GlobalFoundries to build $21B New York fabs under U.S.-Japan deal

   4 outlets · first: GlobalFoundries Manufacturing

   Machine summary Chosen to run a pair of new semiconductor fabs located in New York, GlobalFoundries will operate them as part of a U.S.-Japan initiative Supply Chain Dive puts at $21 billion. According to the company, Japan's initial $10 billion investment funds the first 300mm fab, with a further $10 billion planned for a second facility later, and each fab is expected to add about 900,000 300mm wafers per year to U.S. capacity when fully operational. Separately, GlobalFoundries agreed with the Commerce Department to amend a CHIPS and Science Act award and reallocate $955 million to silicon photonics, silicon-germanium and advanced packaging in New York and Vermont.

   1. GlobalFoundries is to operate two new semiconductor fabs in New York in a project Supply Chain Dive values at $21 billion, under a U.S.-Japan initiative
   2. Japan's initial $10 billion investment is designated for the first 300mm fab, with an additional $10 billion to fund a second fab at a later date, according to the company
   3. GlobalFoundries agreed with the U.S. Department of Commerce to amend an existing CHIPS and Science Act award, reallocating $955 million to silicon photonics, silicon-germanium and advanced packaging at Malta, New York and Burlington, Vermont
   4. Supply Chain Dive reports GlobalFoundries saw 60% year-over-year growth in communications infrastructure and data center end markets, and has partnered with Renesas Electronics

   Reported by GlobalFoundries, Supply Chain Dive, Semiconductor Industry Association | SIA and Manufacturing Dive.

   • U.S. Department of Commerce
   • Renesas Electronics
   • GlobalFoundries Inc.
   • Silicon photonics, silicon-germanium and advanced packaging

2. 0206:07 UTC

   ASML says 2027 and 2028 output will not cover chip tool demand

   2 outlets · first: Bloomberg Disruptions

   Machine summary ASML reported record Q3 2026 net sales of €11.7 billion and net income of €4.96 billion, and said demand for its chip-making machines outpaces its capacity. CEO Christophe Fouquet said supply as currently planned for 2027 and 2028 will not fully meet customer demand, and that ASML is investigating a 2028 capacity increase beyond the 30% it previously communicated.

   1. Q3 net income reached €4.96 billion, described as more than double the profit of a year earlier
   2. ASML guided Q4 2026 net sales to €14.2–15.2 billion.
   3. CEO Christophe Fouquet said supply as currently planned for 2027 and 2028 "will not fully meet the demand of our customers"
   4. Fouquet said ASML is investigating ways to increase 2028 capacity "beyond the 30% increase we previously communicated"
   5. Some customers have expressed interest in placing orders for 2029 and 2030, according to Fouquet

   Reported by Bloomberg and nltimes.nl.

   • ASML

3. 0308:00 UTC

   IEA sees diesel supply tightness running into the second half of 2027

   2 outlets · first: CNBC Disruptions

   Machine summary The International Energy Agency said in its October Oil Market Report that global gasoil inventories are unlikely to be rebuilt before the second half of 2027. According to IEA figures, worldwide diesel shipments in September stood 700,000 barrels a day below year-ago levels, after declines of 1.3 million barrels per day coming out of Russia and the Middle East that were only partly made up elsewhere. The agency also warned that crude freight market tensions could raise delivered diesel prices again in coming weeks in Europe, Africa and Latin America.

   1. The IEA said in its October Oil Market Report that replenishment of lost gasoil inventories outside seasonal swings is unlikely before the second half of 2027.
   2. IEA figures show worldwide diesel shipments in September were down 700,000 barrels a day compared with the previous year, since a 1.3 million barrels per day reduction from Russia and the Middle East was offset only in part by gains elsewhere.
   3. According to the IEA, in mid-September, wholesale diesel surpassed $200 per barrel in Singapore while hitting record highs of approximately $220 a barrel across Europe and the United States.
   4. U.S. diesel prices reached $6 a gallon for the first time last month, CNBC reported, as the Iran war continued to affect global energy markets.
   5. The IEA said gasoil supply falls short of demand in the fourth quarter of 2026 even with refinery throughput expected to recover rapidly into year-end.

   Reported by CNBC and WSJ.

   • Iran
   • Russia
   • International Energy Agency (IEA)
   • Middle East
   • CNBC
   • diesel

4. 0421:35 UTC

   J.B. Hunt Q3 preview cites $3.59B revenue forecast ahead of Oct 15 report

   2 outlets · first: Seeking Alpha Logistics

   Machine summary GuruFocus reported on October 14, 2026 that J.B. Hunt Transport Services is due to release third-quarter results after the close on October 15. The preview cites analyst forecasts of $1.81 in earnings per share, up 2.8% year over year, and $3.59 billion in revenue, up 17.7%, alongside 17 recent downward EPS revisions and 15 upward revenue revisions. Operating in the US, Canada and Mexico, the firm's listed units comprise Truckload, Final Mile Services, Integrated Capacity Solutions, Intermodal and Dedicated Contract Services.

   1. J.B. Hunt is due to report third-quarter 2026 earnings after the close on October 15, 2026, according to GuruFocus
   2. Analysts forecast earnings per share of $1.81, described as a 2.8% year-over-year increase, and revenue of $3.59 billion, a 17.7% rise, per the GuruFocus preview
   3. GuruFocus reports 17 recent downward revisions to EPS estimates and 15 upward revisions to revenue forecasts
   4. GuruFocus states the company has beaten EPS estimates about half the time and revenue estimates about three-quarters of the time historically
   5. GuruFocus lists a market capitalisation of $21.80 billion and a GF Value of $201.86.

   Reported by GuruFocus and Seeking Alpha.

   • GuruFocus
   • J.B. Hunt Transport Services
   • GF Value
   • Intermodal
   • Truckload
   • Final Mile Services

Each summary and its key facts are a machine summary of the reports linked under it; the outlets, times and counts come from those reports' own records. How a rundown is built.