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SamplesBoiThe United States is already producing initial leading-edge semiconductors domestically, with volume production scaling significantly between 2028 and 2030.
Timeline & Milestones for Domestic Leading-Edge Chips
Late 2024: TSMC's first Arizona facility began initial high-volume production on the 4-nanometer (N4) node.
2025–2026: Companies like Intel ramp advanced process technologies (such as 18A), though high-volume manufacturing ecosystems continue to build out.
2028–2030: The majority of newly funded advanced fabrication plants (fabs) reach full volume production.
By 2032: The U.S. aims to capture roughly 30% of global leading-edge chip manufacturing capacity.
Key Investments Driving Reshoring
TSMC Arizona Expansion: Planned investments total $265 billion across multiple advanced manufacturing and packaging facilities.
Intel Domestic Foundry: Over $100 billion is committed to expanding leading-edge capacity across Arizona, New Mexico, Oregon, and Ohio.
Micron Memory Initiative: A $200 billion investment targets domestic leading-edge DRAM production. 
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Ultimately, secure access to raw materials dictates whether chip factories can maintain steady production lines. Any major shift—whether through opening new domestic mines, enacting trade restrictions, or scaling up recycling technology—directly ripples through the cost, availability, and long-term stability of the global semiconductor market.
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Analog ICs are where it is at. Nobody wants to be left holding the bag on DRAM when the bubble bursts.
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SamplesBoiwrote:
Analog ICs are where it is at. Nobody wants to be left holding the bag on DRAM when the bubble bursts.
We already have the largest part of that market, always have.
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Tom LeykisMICRON is causing a big splash here in BOISE. Uptick in RE prices, a BIG jump in what they're paying for the trades (electric, plumbing, etc.), big construction.
It's what it is.
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