According to the report Emerging Resilience in the Semiconductor Supply Chain (SIA/BCG), US fab capacity is expected to grow by 203% between 2022 and 2032, and the US share of global capacity to rise from 10% to 14%. Without the CHIPS Act, the share would have fallen to 8%.

Capital spending

The report projects about $2.3 trillion in private investment in wafer fabrication in 2024–2032, compared with $720 billion over the previous ten years. The US is projected to capture 28% of that, compared with 9% before the CHIPS Act.

Age of the information

The report was published in May 2024, according to the document's metadata. Policy, tariffs and investment plans have changed since then. The projections should be compared with SIA's newer figures on announced investments ($770 billion, 2026 report).

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.