U.S. Foundry Race Heats Up as TSMC, GF and Samsung Expand Chip Production
TSMC is evaluating a new Texas site and in talks with Musk's Terafab, having already committed $265 billion in Arizona. Japan will inject up to $21 billion into two GlobalFoundries plants in New York, while Samsung prepares to start its first Taylor fab and build a second for 2030 mass production.
- TSMC has invested $265 billion in Arizona; second fab to start mass production in Q3 2027
- Japan to inject up to $21 billion into two GF plants in New York, first operating in 2029
- U.S. to gain an additional 4% stake in GF, raising its holding to about 7%
- Samsung to start first Taylor fab this year, second targeted for 2030 mass production
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