A New Microchip Construction Boom? [Infographic] – Forbes
On Monday, the White House announced funding of $1.5 billion to chipmaker GlobalFoundries, described by The New York Times
According to the report, industry leader Taiwan Semiconductor Manufacturing Company said in the summer of 2023 that it was opening its first new factory in Arizona in 2025 rather than in 2024 and its second one in 2027 or 2028 rather than 2026. Intel
This chart shows new projects in semiconductor manufacturing in the United States announced or in … [+]
A look at the map of major semiconductor manufacturing projects in the U.S. as of early 2024 shows that other than Intel’s twin locations near Phoenix, Samsung is scheduled to open a facility on the outskirts of Austin, Texas, this year still. The projects are expected to cost between $17.3 billion and $20 billion and were started in 2021 and early 2022, respectively. A somewhat smaller production facility is Wolfspeed’s North Carolina factory, set to open in 2024 at an investment sum of $5 billion.
The first TSMC factory as well as a facility in Boise, Idaho, by U.S. chipmaker Micron are scheduled to be finished next year. This also applies to four new fabs – wafer fabrication plants – in North Texas by legacy producer Texas Instruments
Most advanced chips to be produced on U.S. soil
While the CHIPS Act is not limited to the most advanced types of microchips, cutting-edge logic chips of 5 nm and 3 nm process nodes have been receiving the most press coverage due to their use in new smartphones, laptops and self-driving cars as well as their implications for the technological independence the U.S. is seeking for its future. According to Z2, TSMC and Samsung will be producing chips of this caliber in the United States. They are currently the only companies in the world on this technological level. Especially TSMC’s plan to produce the most advanced chips in the world to-date in Arizona is mirrored in its very high investment sum of $40 billion for two factories.
The U.S. company investing the most money in domestic projects at the moment, Intel, in late 2023 unveiled its follow up to the older 10 nm specification, called Intel 4. The company’s ambitious road map until 2025 specifies catching up to industry leader TSMC by releasing two more new products by that time. As both companies have announced slowing down their U.S. openings, innovation on the most sought-after logic chips on the globe might however continue to happen elsewhere for the time being—despite the CHIPS Act funding promise having led to a small U.S. microchip construction boom as of now.
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Charted by Statista