US Chip Fab Investment to Outpace China, Taiwan, and South Korea from 2027 Driven by AI Demand
US semiconductor fabrication investment is set to dramatically outpace China, Taiwan, and South Korea starting in 2027, according to SEMI projections. Driven by artificial intelligence demand and supportive US policies, investments will rise from $21 billion in 2025 to $43 billion by 2028. This represents a fundamental shift in global semiconductor manufacturing leadership.
US semiconductor fabrication investment is projected to dramatically outpace China, Taiwan, and South Korea starting in 2027, according to new industry analysis. Driven by unprecedented artificial intelligence demand and supportive US policies, investments will surge from $21 billion in 2025 to $43 billion by 2028, representing one of the most significant shifts in global semiconductor manufacturing in decades.