{ "name": "Fab Tracker investments and subsidies", "url": "https://eyesonflash.com/bit-market/fab-tracker/", "creator": "Eyes on Flash", "rights": "All rights reserved. Copyright Sean Webster, Eyes on Flash (https://eyesonflash.com). You may read these files and link to them; do not copy, republish or redistribute them without written permission. Each figure comes from the source named on its row.", "dateModified": "2026-11-03", "about": "One row per amount in the page's money table, by owner: each site's stated investment and subsidies, and company-wide plans (marked (company-wide) in project). An amount held only on a site's event is in the events file instead. usd_millions comes first: the amount in millions of US dollars, converted at the Federal Reserve H.10 average for its quarter (usd_rate, from the claim in usd_rate_claim) where it is not in dollars, and empty with no rate; amount_stated is the amount as the source states it. date is when it was announced, where a source dates it. claim_id is the Eyes on Flash ledger claim the figure comes from and quote is words that appear in it; source_title and source_url name its first public source, source_urls lists them all separated by \" | \".", "columns": [ "date", "owner", "project", "what", "usd_millions", "usd_rate", "usd_rate_claim", "amount_stated", "claim_id", "quote", "source_title", "source_url", "source_urls" ], "rows": [ { "date": "2024-12", "owner": "Amkor Technology", "project": "Arizona Facility (Peoria)", "what": "Subsidy: CHIPS Act direct funding", "usd_millions": 407, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 407M", "claim_id": "C-D-064", "quote": "up to $407 million", "source_title": "Amkor Technology Form 10-K for fiscal year 2025", "source_url": "https://www.sec.gov/Archives/edgar/data/1047127/000119312526140294/d94485dars.pdf", "source_urls": "https://www.sec.gov/Archives/edgar/data/1047127/000119312526140294/d94485dars.pdf" }, { "date": "", "owner": "Applied Materials", "project": "Tampines Campus", "what": "Investment", "usd_millions": 500, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 500M", "claim_id": "C-D-126", "quote": "US$500 million", "source_title": "Applied Materials Expands Singapore Manufacturing for AI", "source_url": "https://www.edb.gov.sg/en/about-edb/media-releases-publications/applied-materials-expands-singapore-manufacturing-for-ai.html", "source_urls": "https://www.edb.gov.sg/en/about-edb/media-releases-publications/applied-materials-expands-singapore-manufacturing-for-ai.html" }, { "date": "2024-11", "owner": "GlobalFoundries", "project": "GlobalFoundries (company-wide)", "what": "Subsidy", "usd_millions": 1500, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 1.5B", "claim_id": "C-D-050", "quote": "up to $1.5 billion", "source_title": "GlobalFoundries: Form 20-F for the fiscal year ended December 31, 2025", "source_url": "https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm", "source_urls": "https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm" }, { "date": "2026-10-14", "owner": "GlobalFoundries", "project": "Malta new fab 1 (U.S.-Japan initiative)", "what": "Investment", "usd_millions": 10000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 10B", "claim_id": "C-D-180", "quote": "approximately $10 billion", "source_title": "GlobalFoundries selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative", "source_url": "https://gf.com/news-and-events/news/globalfoundries-selected-to-operate-two-new-semiconductor-fabs-in-new-york-under-landmark-us-japan-initiative/", "source_urls": "https://gf.com/news-and-events/news/globalfoundries-selected-to-operate-two-new-semiconductor-fabs-in-new-york-under-landmark-us-japan-initiative/" }, { "date": "2023-09-12", "owner": "GlobalFoundries", "project": "Singapore", "what": "Investment", "usd_millions": 4000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 4B", "claim_id": "C-D-112", "quote": "US$4 billion", "source_title": "GlobalFoundries Officially Opens US$4 Billion Expansion Facility in Singapore, Creating 1,000 New Jobs", "source_url": "https://gf.com/gf-press-release/globalfoundries-officially-opens-us4-billion-expansion-facility-in-singapore-creating-1000-new-jobs/", "source_urls": "https://gf.com/gf-press-release/globalfoundries-officially-opens-us4-billion-expansion-facility-in-singapore-creating-1000-new-jobs/" }, { "date": "2024-12", "owner": "GlobalWafers", "project": "GlobalWafers (company-wide)", "what": "Subsidy", "usd_millions": 406, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 406M", "claim_id": "C-D-071", "quote": "up to $406 million", "source_title": "Biden-Harris Administration Announces CHIPS Incentives Awards with GlobalWafers to Support Domestic Production of Silicon Wafers", "source_url": "https://www.nist.gov/news-events/news/2024/12/biden-harris-administration-announces-chips-incentives-awards-globalwafers", "source_urls": "https://www.nist.gov/news-events/news/2024/12/biden-harris-administration-announces-chips-incentives-awards-globalwafers" }, { "date": "2024-11", "owner": "Intel", "project": "Intel (company-wide)", "what": "Subsidy", "usd_millions": 7865, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 7.865B", "claim_id": "C-D-048", "quote": "up to $7.865 billion", "source_title": "Biden-Harris Administration Announces CHIPS Incentives Award with Intel to Advance U.S. Leading-Edge Chip Capacity and Create Tens of Thousands of Jobs", "source_url": "https://www.nist.gov/news-events/news/2024/11/biden-harris-administration-announces-chips-incentives-award-intel-advance", "source_urls": "https://www.nist.gov/news-events/news/2024/11/biden-harris-administration-announces-chips-incentives-award-intel-advance" }, { "date": "", "owner": "Intel", "project": "Arizona fabs (Ocotillo, Chandler)", "what": "Investment", "usd_millions": 32000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 32B", "claim_id": "C-D-047", "quote": "over $32 billion", "source_title": "US Semiconductor Manufacturing | CHIPS and Science Act", "source_url": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html", "source_urls": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html" }, { "date": "", "owner": "Intel", "project": "New Mexico advanced packaging (Rio Rancho)", "what": "Investment", "usd_millions": 4000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 4B", "claim_id": "C-D-047", "quote": "more than $4 billion", "source_title": "US Semiconductor Manufacturing | CHIPS and Science Act", "source_url": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html", "source_urls": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html" }, { "date": "", "owner": "Intel", "project": "Ohio fabs (New Albany)", "what": "Investment", "usd_millions": 28000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 28B", "claim_id": "C-D-047", "quote": "more than $28 billion", "source_title": "US Semiconductor Manufacturing | CHIPS and Science Act", "source_url": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html", "source_urls": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html" }, { "date": "", "owner": "Intel", "project": "Oregon fabs (Hillsboro)", "what": "Investment", "usd_millions": 36000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 36B", "claim_id": "C-D-047", "quote": "more than $36 billion", "source_title": "US Semiconductor Manufacturing | CHIPS and Science Act", "source_url": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html", "source_urls": "https://www.intel.com/content/www/us/en/corporate/usa-chipmaking.html" }, { "date": "", "owner": "JCET", "project": "Lingang automotive packaging base", "what": "Investment", "usd_millions": "", "usd_rate": "", "usd_rate_claim": "", "amount_stated": "CNY 4.4B", "claim_id": "C-D-069", "quote": "RMB 4.4 billion", "source_title": "JCET press release: JCET to Build an Automotive Chip Advanced Packaging Flagship Factory in China", "source_url": "https://jcetglobal.com/en/site/news-detail?id=1936", "source_urls": "https://jcetglobal.com/en/site/news-detail?id=1936" }, { "date": "2026-06", "owner": "JCET", "project": "Shanghai new advanced packaging and testing facility", "what": "Investment", "usd_millions": 1146, "usd_rate": 6.8048, "usd_rate_claim": "C-E-185", "amount_stated": "CNY 7.8B", "claim_id": "C-D-068", "quote": "RMB 7.8 billion", "source_title": "JCET press release: JCET Reports 79.4% YoY Growth in H1 2026 Net Profit Attributable to Shareholders, Accelerates Advanced Packaging Expansion", "source_url": "https://jcetglobal.com/en/site/news-detail?id=2068", "source_urls": "https://jcetglobal.com/en/site/news-detail?id=2068" }, { "date": "2026-08", "owner": "Kioxia", "project": "Kioxia and Sandisk (company-wide)", "what": "Investment plan", "usd_millions": 31000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 31B", "claim_id": "C-D-019", "quote": "over $31 billion", "source_title": "Kioxia and Sandisk to Invest Over $31 Billion in Japan, Extending Leadership in Memory Industry", "source_url": "https://www.kioxia.com/en-jp/about/news/2026/20260827-3.html", "source_urls": "https://www.kioxia.com/en-jp/about/news/2026/20260827-3.html" }, { "date": "", "owner": "KLA", "project": "Newport R&D and manufacturing center", "what": "Investment", "usd_millions": 138, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 138M", "claim_id": "C-D-123", "quote": "$138 million", "source_title": "KLA Invests in Operations in Wales with the Opening of a $138 Million R&D and Manufacturing Facility", "source_url": "https://ir.kla.com/news-events/press-releases/detail/498/kla-invests-in-operations-in-wales-with-the-opening-of-a", "source_urls": "https://ir.kla.com/news-events/press-releases/detail/498/kla-invests-in-operations-in-wales-with-the-opening-of-a" }, { "date": "2024-12", "owner": "Micron", "project": "Micron (company-wide)", "what": "Subsidy", "usd_millions": 6100, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 6.1B", "claim_id": "C-D-001", "quote": "up to $6.1 billion", "source_title": "Form 10-K for the fiscal year ended September 3, 2026", "source_url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "source_urls": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" }, { "date": "2025-06", "owner": "Micron", "project": "Manassas fab", "what": "Subsidy: CHIPS Act", "usd_millions": 275, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 275M", "claim_id": "C-D-002", "quote": "up to $275 million", "source_title": "Form 10-K for the fiscal year ended September 3, 2026", "source_url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "source_urls": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" }, { "date": "2026-08", "owner": "Micron", "project": "Micron Research Labs", "what": "Investment", "usd_millions": 10000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 10B", "claim_id": "C-D-006", "quote": "approximately $10 billion", "source_title": "Form 10-K for the fiscal year ended September 3, 2026", "source_url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "source_urls": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" }, { "date": "", "owner": "Micron", "project": "New York fab 1", "what": "Subsidy: New York State (non-binding term sheet)", "usd_millions": 5500, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 5.5B", "claim_id": "C-D-005", "quote": "up to $5.5 billion", "source_title": "Form 10-K for the fiscal year ended September 3, 2026", "source_url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "source_urls": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" }, { "date": "", "owner": "Micron", "project": "Tongluo, Taiwan", "what": "Investment", "usd_millions": 1800, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 1.8B", "claim_id": "C-E-084", "quote": "USD 1.8 billion", "source_title": "Form 10-K for the fiscal year ended September 3, 2026", "source_url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "source_urls": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf" }, { "date": "2022-06-23", "owner": "Nanya Technology", "project": "New Taipei new fab", "what": "Investment", "usd_millions": 10193, "usd_rate": 29.4319, "usd_rate_claim": "C-E-327", "amount_stated": "TWD 300B", "claim_id": "C-D-032", "quote": "approximately NT$300 billion", "source_title": "Nanya Technology New Fab Groundbreaking Ceremony", "source_url": "https://www.nanya.com/en/IR/16/?IRId=793", "source_urls": "https://www.nanya.com/en/IR/16/?IRId=793" }, { "date": "2026-03", "owner": "PSMC", "project": "PSMC and Micron (company-wide)", "what": "Milestone", "usd_millions": 1800, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 1.8B", "claim_id": "C-D-063", "quote": "$1.8 billion", "source_title": "PSMC press release: PSMC Completes P5 Plant Transaction; 3D AI Foundry Set to Soar", "source_url": "https://www.powerchip.com/en-global/insights/press-releases/content/20260316", "source_urls": "https://www.powerchip.com/en-global/insights/press-releases/content/20260316" }, { "date": "", "owner": "Samsung Electronics", "project": "Taylor", "what": "Investment", "usd_millions": 17000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 17B", "claim_id": "C-D-051", "quote": "$17 billion", "source_title": "Taylor | US Fab", "source_url": "https://semiconductor.samsung.com/sas/company/taylor", "source_urls": "https://semiconductor.samsung.com/sas/company/taylor" }, { "date": "2026-06", "owner": "SK hynix", "project": "SK hynix (company-wide)", "what": "Investment plan", "usd_millions": 733099, "usd_rate": 1500.48, "usd_rate_claim": "C-E-167", "amount_stated": "KRW 1,100T", "claim_id": "C-D-016", "quote": "KRW 1,100 trillion", "source_title": "Explainer: SK hynix’s Mid-to-Long-Term Investment Strategy", "source_url": "https://news.skhynix.com/en/fact-05/", "source_urls": "https://news.skhynix.com/en/fact-05/" }, { "date": "2026-08", "owner": "SK hynix", "project": "Cheongju M17", "what": "Investment", "usd_millions": 13477, "usd_rate": 1417.24, "usd_rate_claim": "C-E-140", "amount_stated": "KRW 19.1T", "claim_id": "C-D-305", "quote": "19.1 trillion won for the Cheongju M17 fab", "source_title": "SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand", "source_url": "https://news.skhynix.com/en/fab-facility-investment-2026/", "source_urls": "https://news.skhynix.com/en/fab-facility-investment-2026/" }, { "date": "", "owner": "SK hynix", "project": "West Lafayette HBM packaging", "what": "Investment", "usd_millions": 4000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 4B", "claim_id": "C-D-013", "quote": "over $4 billion", "source_title": "SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI”", "source_url": "https://news.skhynix.com/en/groundbreaking-ceremony-in-indiana/", "source_urls": "https://news.skhynix.com/en/groundbreaking-ceremony-in-indiana/" }, { "date": "2026-02-25", "owner": "SK hynix", "project": "Yongin Phase 1", "what": "Investment", "usd_millions": 21152, "usd_rate": 1465.57, "usd_rate_claim": "C-E-166", "amount_stated": "KRW 31T", "claim_id": "C-D-014", "quote": "approximately 31 trillion KRW", "source_title": "New Facility Investment for Yongin Semiconductor Cluster", "source_url": "https://news.skhynix.com/en/new-facility-investment-for-yongin-semiconductor-cluster/", "source_urls": "https://news.skhynix.com/en/new-facility-investment-for-yongin-semiconductor-cluster/" }, { "date": "2026-08", "owner": "SK hynix", "project": "Yongin Y2", "what": "Investment", "usd_millions": 24837, "usd_rate": 1417.24, "usd_rate_claim": "C-E-140", "amount_stated": "KRW 35.2T", "claim_id": "C-D-305", "quote": "35.2 trillion won for the Yongin Y2 fab", "source_title": "SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand", "source_url": "https://news.skhynix.com/en/fab-facility-investment-2026/", "source_urls": "https://news.skhynix.com/en/fab-facility-investment-2026/" }, { "date": "", "owner": "TSMC", "project": "Fab 21", "what": "Investment", "usd_millions": 65000, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 65B", "claim_id": "C-D-040", "quote": "more than $65 billion", "source_title": "TSMC Arizona", "source_url": "https://www.nist.gov/chips/tsmc-arizona-phoenix", "source_urls": "https://www.nist.gov/chips/tsmc-arizona-phoenix" }, { "date": "", "owner": "TSMC", "project": "Fab 21", "what": "Subsidy: CHIPS Act direct funding", "usd_millions": 6600, "usd_rate": "", "usd_rate_claim": "", "amount_stated": "USD 6.6B", "claim_id": "C-D-040", "quote": "up to $6.6 billion", "source_title": "TSMC Arizona", "source_url": "https://www.nist.gov/chips/tsmc-arizona-phoenix", "source_urls": "https://www.nist.gov/chips/tsmc-arizona-phoenix" }, { "date": "", "owner": "YMTC", "project": "Wuhan Phase III", "what": "Investment", "usd_millions": "", "usd_rate": "", "usd_rate_claim": "", "amount_stated": "CNY 20.72B", "claim_id": "C-D-154", "quote": "RMB 20.72 billion", "source_title": "[News] China’s YMTC Launches $3B Wuhan Phase III Venture, Signaling NAND Expansion Ambitions", "source_url": "https://www.trendforce.com/news/2025/09/09/news-chinas-ymtc-launches-3b-wuhan-phase-iii-venture-signaling-nand-expansion-ambitions/", "source_urls": "https://www.trendforce.com/news/2025/09/09/news-chinas-ymtc-launches-3b-wuhan-phase-iii-venture-signaling-nand-expansion-ambitions/" } ] }