The massive demand for memory and storage chips driven by the AI boom, combined with Washington’s efforts to bring semiconductor manufacturing back to the United States, has led to the buildup of multiple fabs and facilities dedicated to it. TSMC was one of the first companies to kick off this building spree, when it started construction on its Arizona campus in 2021. The site started churning out chips last year, with the company committing another $100 billion in July 2026 to build four more 2nm fabs. Intel’s Ohio One plant, which was, at one point, America’s largest fab complex, is also underway, with the site expected to start production between 2030 and 2031.
The big three memory makers — Micron, Samsung, and SK hynix — are also planning or have recently completed major expansions in the U.S. Samsung is starting advanced semiconductor manufacturing in the U.S., with its Taylor, Texas, fab entering risk production this year. The fab is targeting an output of 50,000 wafer starts per month , and it is expected to create 3,500 jobs. “We’re hiring engineers, we’re hiring technicians, we’re hiring people in the supply chain,” Taylor told the publication. “Everybody wants and needs the same thing, and it’s a bit of a race against time right now as everything is starting to come online.”
Micron is also currently building its Boise, Idaho, memory chip fab, which began construction in 2022 and is projected to begin wafer production by 2027. The company has also formally broken ground on its $100-billion New York “megafab,” with aims to produce 40% of its global output within the U.S. by the 2040s. Aside from these massive manufacturing sites, it has also committed $10 billion toward new research labs in the U.S., to be built near the global Micron R&D center in Boise.
SK hynix reportedly discussing US memory chip manufacturing with Intel
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/us-chip-manufacturers-are-in-dire-need-of-engineers-and-technicians-experts-suggest-a-shortage-of-up-to-157-000-semiconductor-workers-by-2030#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.