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Recent #CHIPS Act news in the semiconductor industry

semiwiki
2 months ago

Semiconductor CapEx Down in 2024 up in 2025

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.

CHIPS ActCapExGlobalFoundriesIntelMicron TechnologySEMICONDUCTORSamsungSemiconductor Industry AssociationTSMCTariffsTexas Instruments
tweaktown
6 months ago

Intel is not allowed to sell its Foundry business even if it wants to

➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.
CHIPS ActCPUFoundryIntelSEMICONDUCTORStock PriceU.S. Governmentlayoffstechnology
semiwiki
7 months ago

More Headwinds-CHIPS Act Chop?- Chip Equip Re-Shore? Orders Canceled & Fab Delay

➀ The CHIPS Act faces potential cuts and modifications under the new administration; ➁ The flow of equipment to reshore may be reversed; ➂ Recent order cuts and fab delays are negative signs; ➃ SMIC comments indicate overcapacity in China; ➄ US legislators question offshore equipment sales to China.
CHIPS ActChip EquipmentFab DelaysOffshoreReshoringSEMICONDUCTORSMICSemiconductor StocksUS Legislationorder cuts