U.S. investment in semiconductor manufacturing is expected to surpass that in China, Taiwan, and South Korea starting in 2027. This trend is being driven by enormous interest in artificial intelligence and Washington's efforts to strengthen domestic production. According to a forecast by the SEMI organization, reported by journalists Cheng Ting-Fang and Yifan Yu, global chipmakers are expected to spend nearly $400 billion (approximately CZK 9.32 trillion) on advanced equipment.
Investment Growth in the U.S.
This year, investment in U.S. chip factories is expected to reach $21 billion (approximately CZK 489 billion), rising to $33 billion (approximately CZK 769 billion) in 2027 and as much as $43 billion (approximately CZK 1 trillion) in 2028. It is estimated that $158 billion (approximately CZK 3.681 trillion) will flow into the U.S. semiconductor industry between 2027 and 2030. Clark Tseng, director of SEMI, noted that the U.S. is likely to outpace other countries in growth due to confirmed manufacturing investment agreements. Major companies such as TSMC are increasing their commitments—for example, from $65 billion (approximately CZK 1.515 trillion) to $165 billion (approximately CZK 3.845 trillion) to build six factories and packaging facilities in Arizona.
Intel plans to build advanced factories with an investment of $100 billion (approximately CZK 2.33 trillion), while Samsung Electronics is building a $37 billion plant (approximately CZK 862 billion) in Taylor, Texas. SK Hynix, meanwhile, is constructing an advanced packaging facility in Indiana for $3.87 billion (approximately CZK 90 billion). These projects are bringing the entire semiconductor ecosystem back to the U.S.—from design and manufacturing to final processing. Previously, advanced chips were designed in the U.S., manufactured in Taiwan, and assembled with Korean memory chips, but that is now changing.
Manufacturing in the U.S. vs. Elsewhere
Advanced chip production is already underway on U.S. soil. NVIDIA's Blackwell graphics processor has entered mass production at TSMC's factory in Arizona. This marks the first time that such critical chips have been manufactured at an advanced TSMC facility directly in the United States. This shift is being supported by growing demand for AI technologies, which require powerful semiconductors.
China will remain the largest buyer of chipmaking equipment, with an estimated $94 billion (approximately CZK 2.19 trillion) in spending between 2026 and 2028, but most of its new factories will focus on older technologies due to U.S. export restrictions. South Korea plans to invest $85 billion (approximately CZK 1.981 trillion), while Taiwan plans to invest $75 billion (approximately CZK 1.748 trillion) over the same period. Globally, the semiconductor industry is preparing to spend $400 billion (approximately CZK 9.32 trillion) on equipment for 300mm fabs through 2027, rising from $99.3 billion (approximately CZK 2.314 trillion) in 2024 to $140.8 billion (approximately CZK 3.281 trillion) in 2027.
Source: asia.nikkei.com
