United States CHIP Plant Investments

[Daniel Nenni]

Kyle H. Rebar Coupler & Headed Device Expert
Time to build There’s major CHIP plant construction going on in the United States Most of these projects fall into the “Gargantuan” category A ton of steel, accessories & MAN POWER to build these facilities

Micron – Syracuse (NY)
~$100 B
~$6.1 B (Federal CHIPS Funding)

Intel – Columbus, Ohio
~$20 B (phase 1), up to $100 B†
—
Intel – Chandler, Arizona
$20 B + Brookfield deal ($30 B)
~$7.9 B (Federal CHIPS Funding)

Samsung – Taylor, Texas
$17–25 B (Federal CHIPS Funding)

Micron – Boise, Idaho
~$15 B
Shared ~$6.1 B with NY (Federal CHIPS Funding)

TI – Lehi, Utah
~$11 B
Shared $1.6 B with TX (Federal CHIPS Funding)

TI – Sherman, Texas
~$30 B campus, phase 1 $2.2 B
Shared $1.6 B with UT (Federal CHIPS Funding)

TSMC – Arizona
~$65 B planned, up to $165 B total (Federal CHIPS Funding)

GlobalFoundries – Malta, New York
~$1 B fab (Federal CHIPS Funding)

EMP Shield – Burlington, Kansas
$1.9 B (Applied for CHIPS Support)

Microchip – Gresham, Oregon
$162 M (upgrades) - (Federal CHIPS Funding)

 

[benb]

It’ll take 4-5 years to build, then 5+ years to scale.

There are a lot of believers in AI as a gargantuan opportunity to build GPUs, HBM memory, analog support chips, and perhaps some CPUs thrown into the mix as well. The US is preparing to fight for market share, rather than cede ground. Holding ground feels good.