The GMF Digital Semiconductor Investment Tracker
Bipartisan concern in the United States over supply-chain vulnerabilities and competition with China resulted in enactment of the CHIPS and Science Act, which allocates $52.7 billion to incentivize semiconductor investment, manufacturing, and research and development. The European Union is also in the process of finalizing its Chips Act to mobilize €43 billion via both EU-level and member-state funding mechanisms. Firms in Europe and the United States have begun announcing new investments. Investment in new manufacturing facilities (known as fabs) has ripple effects, attracting the necessary suppliers of important chemical inputs, and in turn helping to reshore domestic manufacturing.
GMF Digital identified the need for a centralized repository to track and compare of semiconductor investments in the United States and EU over a long timeframe —one that includes the location, investment amount, type of fab/chip, and estimated number of jobs, both direct and related.
The Chips Investment Tracker is continuously updated by the GMF Digital team to reflect new announcements from companies or governments. It is a living document, based on open-source information and announcements published in the media and company press releases. We welcome feedback, insights, or corrections with further documentation in order to keep the tracker as up-to-date and accurate as possible.
Read more on the importance of semiconductors here
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