Japan is putting up to $21 billion into new GlobalFoundries chip plants in New York
Large new funding supports additional semiconductor manufacturing capacity in New York.
Source →The trace
How it reaches your house.
Starting from Samsung Foundry, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Taiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitAdvanced Micro Devices, Inc.AMD
AMD discloses TSMC for all 7nm-or-smaller wafers but also primary reliance on GlobalFoundries for other wafers, so Japan-backed GF capacity expansion should improve AMD's substitute foundry availability and reduce pressure on TSMC-dependent supply.
64% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitCirrus says a substantial majority of wafers are made by TSMC and GlobalFoundries, so incremental GF capacity in New York should ease its foundry constraint and improve supply optionality away from TSMC.
61% confidenceTaiwan Semiconductor Manufacturing Company (TSMC) →Stands to benefitHop 2
Cirrus Logic, Inc. →Stands to benefitJapan's up to $21 billion support directly makes GlobalFoundries the beneficiary of new New York fab capacity, and Cirrus discloses GlobalFoundries as one of its semiconductor wafer manufacturers.
96% confidenceAdvanced Micro Devices, Inc. →supply upJapan's funding should raise GLOBALFOUNDRIES wafer capacity in New York, and AMD says it relies primarily on GF for wafers for microprocessor and GPU products at nodes larger than 7 nm.
69% confidenceASML Holding N.V. →Stands to benefitHop 3
GLOBALFOUNDRIES Inc. →supply upAdvanced Micro Devices, Inc.AMD
GF says it is AMD's primary wafer source for larger-than-7nm products, so added New York capacity should improve wafer availability for AMD.
89% confidenceGLOBALFOUNDRIES Inc. →supply upNavitas Semiconductor Corp.NVTS
Navitas identifies GF as its U.S.-based GaN fabrication partner, so incremental GF capacity should increase available wafer supply.
78% confidenceGLOBALFOUNDRIES Inc. →Stands to benefitHop 4
Navitas Semiconductor Corp. →Stands to benefitNavitas discloses GlobalFoundries as its U.S.-based GaN fabrication partner, so large Japanese funding for new GlobalFoundries plants should directly benefit that supplier by increasing capacity.
93% confidenceSoitec S.A. →Stands to benefitJapan's up-to-$21B funding directly expands GlobalFoundries' New York capacity, and Soitec discloses GF is its primary 300mm SOI-wafer customer, making GF a clear beneficiary of the investment and a stronger demand source for Soitec.
88% confidence