Intel breaks ground on $20 billion Arizona chip plants

Reuters:

The $20 billion plants – dubbed Fab 52 and Fab 62 – will bring the total number of Intel factories at its campus in Chandler, Arizona, to six. They will house Intel’s most advanced chipmaking technology and play a central role in the Santa Clara, California-based company’s effort to regain its lead in making the smallest, fastest chips by 2025, after having fallen behind rival Taiwan Semiconductor Manufacturing Co Ltd

Intel is betting heavily on this re-roll of its chipmaking process.

TSMC, in the meanwhile:

Intel rival TSMC has also purchased land to build its first U.S. campus in Phoenix, not far from Intel’s location, where TSMC plans up to six chip factories.

From TSMC’s announced plans:

The initial fab is relatively modest by industry standards, with a planned output of 20,000 wafers – each of which contains thousands of chips – every month using the company’s most sophisticated 5 nanometre semiconductor manufacturing technology.

Both of these will bring this part of the supply chain onto US shores, though materials that are used in the fabrication process, like silicon, germanium, etc., are still critical path.