Resource of All New Chipmaking Plants in USA

Investment Analysis Clubs Destiny Solutions Corporation
1

I just discovered this website on a Brave browser feed: www.tomshardware.com and at first glance, this might be an excellent resource for all things chips:

Tom’s Hardware headline: U.S. Semiconductor Renaissance: All the Upcoming Fabs
By Anton Shilov published about 1 hour ago

Sub-headline: Everything we know about new chip manufacturing facilities in America.

https://www.tomshardware.com/news/new-us-fabs-everything-we-…

The U.S. share of global semiconductor manufacturing capacity has decreased from 37% in 1990 to 12% in 2021, according to the Semiconductor Industry Association (SIA), but some 47% of the chips sold worldwide are designed in the U.S. This disparity poses major risks to American national security and the economy, which is why both industry insiders and politicians recently began to call for building semiconductor fabs in the USA.

Their calls have been heard, and today five major chipmakers — GlobalFoundries, Intel, Samsung Foundry, TSMC, and Texas Instruments — are building new semiconductor production facilities in the U.S. These efforts will inevitably be bolstered by a new wave of funding provided by the newly-approved CHIPS act. This U.S. subsidy initiative will pump $52 billion into new US-based chip fabs and provide fresh tax incentives. Those funds will spur a wave of new investment over the coming years, and its sorely needed.

My note: Here are the sub-headlines explained in dozens of paragraphs below:

:pushpin: Intel: Spending Over $40 Billion on Chip Facilities in the U.S. (with photos from their 3 new construction sites in Arizona, Ohio, and New Mexico.)

:pushpin: TSMC: 5nm Coming to the U.S. (plants in Washington & Arizona)

:pushpin: Global Foundries: New Facilities for Specialty Chips (New York)

:pushpin: Samsung Foundry: SF’s Leading-Edge Nodes Return to the U.S. (Texas)

:pushpin: Texas Instruments: $30 Billion for Specialty and Trailing Nodes (Texas)

3 Likes
2

Summary of the article:

https://www.tomshardware.com/news/new-us-fabs-everything-we-…

After years of stagnation, the U.S. is finally getting brand-new chip plants. Intel, GlobalFoundries, TSMC, and Samsung Foundry are set to spend well over $70 billion on U.S. fabs by 2025. If Texas Instruments’s massive fab project (that comes online in 2025 and spans for several more years as new phases are built) and subsequent TSMC Fab 21 phases are added, we are looking at investments that might hit the $200 billion mark (or even exceed it) over the next decade.

To a large degree, such massive investments are made possible by several factors: incentive packages from local authorities, government subsidies enabled by the CHIPS act, availability of engineering talent, and the existing semiconductor production supply chain. Other reasons include geopolitical tensions and the necessity to diversify manufacturing bases.

The big question is whether the new American fabs are enough to compete against the massive upcoming Gigafab projects in South Korea and Taiwan. The answer isn’t clear yet - new chip plants in the U.S. will build chips mostly developed in the U.S. and such centralization might bring some interesting rewards that we yet have to recognize. Meanwhile, the forthcoming fabs in Asia will produce chips designed in the U.S. and China, as South Korea and Taiwan (as countries) haven’t yet developed their own chip designing capabilities.