Trends in Domestic Chip Manufacturing

TSMC's Arizona Fab 21 is already making 4nm chips TSMC’s Fab 21 in Arizona is now producing 4nm chips, marking a historic milestone as the first leading-edge node manufactured on U.S. soil. As confirmed by Commerce Secretary Gina Raimondo, the fab’s output reportedly matches the yield and quality of TSMC’s Taiwan facilities. Currently, it produces chips for Apple and AMD, including the A16 Bionic and AMD Ryzen 9000-series CPUs, with an initial capacity of approximately 10,000 wafer starts per month. This development supports the U.S. goal of producing 20% of the world's advanced chips by 2030 under the CHIPS and Science Act, which provided TSMC with $6.6 billion in grants and $5 billion in loan guarantees. By the decade's end, Fab 21 will advance to 2nm and 1.6nm-class nodes. My Take TSMC’s Arizona fab exemplifies the transformative potential of public-private partnerships in reshoring advanced manufacturing. To sustain this momentum, addressing challenges like talent development, supply chain localization, cost efficiency, and R&D investment will require coordinated efforts from policymakers, industry leaders, and educational institutions. A continued focus on innovation and collaboration will be key to securing the U.S.'s position in the global semiconductor race. #Semiconductors #ChipManufacturing #TSMC #TechInnovation #4nmChips #CHIPSAct #USManufacturing #AdvancedTechnology Link to article: https://lnkd.in/e7GFAdjh Credit: Tom’s Hardware This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance. Get Ahead with the Latest Tech Insights!  Explore my searchable blog: https://lnkd.in/eWESid86

Key CHIPS Act Investments Drive Semiconductor Manufacturing Growth in the U.S. ▪️ The CHIPS Act continues to bolster domestic semiconductor production with significant grants: ◾ X-FAB Texas in Lubbock receives $50M to enhance its silicon carbide (SiC) power device manufacturing. As the only U.S. SiC foundry, this investment supports critical technologies for EV powertrains and renewable energy management. X-Fab CEO Rico Tillner emphasized the role of this funding in building a domestic SiC supply chain. ◾ Coherent Corp. secures $33M for its Sherman, Texas facility, creating the world’s first 150mm indium phosphide (InP) production line. InP devices are crucial for AI infrastructure, telecom, medical, and automotive applications. ◾ SkyWater Technology in Bloomington, Minnesota is allocated $16M to increase production of 90nm and 130nm wafers by 30%, addressing aerospace, defense, and biomedical needs. Commerce Secretary Gina Raimondo highlighted these investments as pivotal for U.S. supply chain resiliency and innovation. These companies also plan to leverage the CHIPS ITC (25% tax credit for qualified capital expenditures), further maximizing their expansions. As these projects unfold, they aim to secure America’s semiconductor supply chain for decades while advancing key markets. What are your thoughts on the long-term impact of these investments? Thanks again to eeNews Europe for the full article with more background and insights click the source link in the comments below. #Semiconductors #CHIPSAct #SiliconCarbide #IndiumPhosphide #TechInnovation #USManufacturing #SupplyChainResilience #AIInfrastructure #RenewableEnergy #Microelectronics

📱 Apple Adds $100B to U.S. Manufacturing — The Shift Is On Apple just pledged another $100 billion for U.S. manufacturing—bringing its total to $600 billion. We’re not yet assembling full iPhones in America, but we are reclaiming critical components and reimagining supply chains. Here’s what’s happening: ✅ $2.5B to Corning Incorporated (KY) – All iPhone and Apple Watch cover glass will be made in the U.S. ✅ Apple + Samsung Electronics (TX) – Developing a next-gen chip with a new, never-before-used process. ✅ Apple server plant (TX) – Manufacturing AI servers starting in 2026. ✅ 20,000 new U.S. jobs – Focused on R&D, silicon engineering, and AI. ✅ American Manufacturing Program launched – Partnering with Corning, Coherent Corp., GlobalWafers Co., Ltd., Applied Materials, Texas Instruments, Samsung Electronics, GlobalFoundries, Amcor, and Broadcom. ✅ Expanding chip production – Over 19 billion chips produced this year, including: • TSMC chips from Arizona • Wafers from GlobalWafers Co., Ltd. • Texas Instruments chips and tools (TX & UT) • Wireless charging from GlobalFoundries (NY) Apple says the goal is an end-to-end domestic supply chain—every stage of chipmaking done on American soil. No, we can’t yet build the iPhone entirely here. But Apple is making big bets that critical parts can be built in the U.S.—and that global partners will follow. 🔧 The question now: Can we scale fast enough to meet the moment? ATI Industrial Automation and Celera Motion, A Novanta Company support rebuilding manufacturing through robotics. #Robotics #Manufacturing

The CHIPS Act has been around for a while, but actual disbursements from it have been stalled. A recent announcement of $1.5 billion in funding was just made. Let's dive in. 🚀 A recent article covers the announcement of a $1.5 billion grant to GlobalFoundries for revitalizing America's semiconductor manufacturing capabilities. This move, part of the comprehensive $52 billion CHIPS Act, underscores a strategic pivot towards bolstering domestic production of critical semiconductor components. 🏗️ Building for the Future in Malta, NY, and Burlington, VT GlobalFoundries, a key player in the semiconductor industry, is set to expand its footprint with this investment, enhancing operations in Malta, NY, and Burlington, VT. This initiative not only promises to advance the United States' position in the global semiconductor arena but also catalyzes substantial economic growth, creating 1,500 manufacturing and 9,000 construction jobs over the coming decade. 🛠️ Investment in Jobs and Worker Training The commitment to workforce development is evident, with $10 million allocated towards training programs. Additionally, GlobalFoundries' initiative to extend child care subsidies to construction workers reflects a holistic approach to supporting the workforce integral to this expansion. 🔍 The Broader Impact of the CHIPS Act The CHIPS Act represents a bipartisan effort to reclaim and secure the United States' leadership in technology and innovation. By investing in domestic capabilities and research, the Act aims to mitigate vulnerabilities in the supply chain and promote economic security. But a recurring challenge since its inception has been actual follow-through. 🌐 An important piece of the puzzle is not just the production of the hardware for chips, but the emulation technology that allows for the production. That needs more study and funding. #Semiconductors #CHIPSAct #Manufacturing #Innovation #NationalSecurity https://lnkd.in/e4wM7gw6