CHIPS spending roundup

The U.S. chip buildout now spans commitments of about $200 billion from Micron, $165 billion from Taiwan Semiconductor Manufacturing Co. in Arizona, and more than $60 billion from Texas Instruments. (micron.com) (tsmc.com) (ti.com) Micron said in June 2025 that it would expand U.S. investment to roughly $150 billion in domestic memory manufacturing and $50 billion in research and development, with projects in Idaho, New York and Virginia. The company says that broader plan also includes advanced high-bandwidth-memory packaging and a goal of producing 40% of its dynamic random-access memory in the United States. (micron.com 1) (micron.com 2) TSMC said on March 4, 2025 that it would add $100 billion to its existing $65 billion Phoenix program, bringing its U.S. total to $165 billion. The Arizona plan now covers six wafer fabs, two advanced-packaging facilities and a research-and-development center. (tsmc.com 1) (tsmc.com 2) Texas Instruments said in 2025 that it plans to invest more than $60 billion across seven U.S. semiconductor fabs, centered on Sherman and Richardson in Texas and Lehi in Utah. The company said the sites will make analog and embedded-processing chips, the lower-cost parts that manage power, sensors and basic control functions inside cars, factory gear and consumer electronics. (ti.com 1) (ti.com 2) These projects are not all aimed at the same bottleneck. Micron makes memory chips, TSMC makes leading-edge logic chips for outside customers, and Texas Instruments focuses on the older-node components that still go into huge volumes of everyday devices. (micron.com) (tsmc.com) (ti.com) The spending wave follows the 2022 CHIPS and Science Act, which set aside $39 billion in manufacturing incentives and $11 billion for semiconductor research and development programs. The law was designed to pull more chip production back to the United States after years of concentration in East Asia. (commerce.gov) (whitehouse.gov) Federal support has already been tied to several of the same projects. The Commerce Department announced up to $6.1 billion for Micron in 2024, up to $6.6 billion for TSMC Arizona in 2024, and up to $1.6 billion for Texas Instruments in 2023. (commerce.gov) (commerce.gov) (commerce.gov) Big pledges do not mean all capacity arrives at once. Fabs take years to build and equip, and TSMC, Micron and Texas Instruments have all framed parts of their plans as multi-phase projects tied to customer demand, technology ramps and workforce buildout. (tsmc.com) (micron.com) (ti.com) That leaves the U.S. with a larger domestic chip map on paper than it had four years ago, but the test now is whether these announced fabs move from subsidy agreements and groundbreakings to sustained high-volume output. (commerce.gov) (micron.com)