US semiconductor manufacturing
Fabs, packaging plants and the suppliers that follow them onshore.
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TSMC's $265 Billion Arizona Gigafab: Three Fabs You Can See, Seven on Paper
TSMC's Arizona gigafab is now a $265 billion commitment, but just three of the ten announced fabs show construction on the ground.
Fayad Chowdhury
Industrial Developments Analyst at aterio.io
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Micron's $100 Billion Megafab Breaks Ground in Clay, New York: What the Satellite Imagery Shows
Micron's $100B Clay megafab broke ground, but satellite imagery shows only cleared land, and Fab 1's first output just slipped to 2030.
Fayad Chowdhury
Industrial Developments Analyst at aterio.io
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About our semiconductor coverage
Aterio tracks semiconductor manufacturing investment across the United States, fabs, packaging plants and the supplier facilities that follow them.
These notes cover where construction actually stands, how much power and water each site needs and what a fab does to the local labor and housing market. We follow announced capacity through permits, contractor activity and equipment move in, so you can tell the projects that are progressing from the ones that are still on paper.