Semiconductor construction is redrawing the industrial map
The latest data suggests the semiconductor investment cycle has entered its construction phase. South Korea is where the resulting pressure on delivery capability is becoming visible first.
Themes
Kenya approves FY2026/27 Budget, reduces expenditure on infra and energy projects due to fiscal consolidation measures
The battery projects pulling $125bn into global construction
The battery race meets the realities of construction
The world’s biggest power projects are worth more than $650bn – and one giant scheme towers above the rest
Power generation’s $8.28tn problem – too many plans, not enough buildable work
Construction production in the EU shows resilience in March 2026, despite the Middle East war
Cyber risk: Resilience is becoming a competitive advantage in construction
