U.S. Foundry Race Intensifies Among Global Firms
The movement of global companies seeking to expand their foundry production facilities in the United States is accelerating. While TSMC, the world’s number one, is reviewing a new investment in Texas, the U.S.-based GlobalFoundries (GF) is building a plant in New York with Japanese funds. This is th
The global competition among semiconductor manufacturers intensifies as they vie to establish production facilities in the United States. Major players like TSMC, GlobalFoundries (GF), Samsung Electronics, and Intel are all actively seeking expansion opportunities within the U.S. market. TSMC, the world's leading semiconductor manufacturer, is investing $265 billion in Arizona to bolster its production capacities for AI, high-performance computing (HPC), and advanced packaging.
In a bid to reduce geopolitical risks and ensure stable production volumes, U.S. clients are demanding domestic investments in semiconductor infrastructure.
President Donald Trump has announced a significant Japanese investment of up to $21 billion into two semiconductor plants in Malta, New York, marking the first instance of 100% Japanese funds being directly invested in U.S. semiconductor manufacturing. The first plant is set to commence construction this year and commence operations in 2029, while the decision to build a second plant will be made by the end of 2028.
In return for the funds, Japan will share ownership with the U.S. and secure supply opportunities for its domestic semiconductor equipment companies, as well as a procurement base for semiconductors produced by GF.
To offset the initial investment burden, GF is set to gain profits from operating the plants for at least 20 years. In addition, the U.S. government intends to acquire an additional 4% stake in GF, bringing its holding to around 7%. Intel is simultaneously developing two advanced semiconductor plants in Ohio, scheduled for operation between 2030 and 2031.
As the race for U.S. production bases escalates, Samsung Electronics' efforts to secure additional clients for its Taylor plant are anticipated to become increasingly crucial. The strategy for the Taylor plant focuses on expanding its client base in the AI and HPC sectors, leveraging its supply to Tesla as a starting point, and bolstering its competitiveness in the 2-nanometer process.
Written by urgent.news from BusinessKorea's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
