GlobalFoundries

The SEMI World Fab Forecast report predicts that China will lead the global semiconductor industry expansion in 2024.

The U.S. government has begun doling out portions of the $52 billion CHIPS Act, beginning with just $35 million to BAE Systems. It also warns of possible delays in Intel and TSMC fab buildouts.

Foundry industry demonstrated healthy growth in Q3 2023 led by TSMC, Samsung, SMIC, and Intel Foundry Services.

Intel may secure additional money to make chips for military applications.

Potential government shutdown and political turmoil threatens U.S.'s semiconductor drive.

U.S. government awards GlobalFoundries with a 10-year contract to make chips for aerospace and defense applications.

GlobalFoundries also wants some government money.

Intel will not pursue acquisition of Tower Semiconductor following delay of Chinese review.

TSMC to build fab in Europe to serve automotive, industrial, and IoT industries.

It is more important to have competitive mature nodes than rush to sub-10nm technologies, Chinese chip specialists believe.