GlobalFoundries dropping $22B on a new NY fab š
Part of Japan's $550B US investment deal tied to tariff negotiations
This isn't just capex flex - it's geopolitical chess. Semiconductors = national security = leverage in trade talks
Watch for:
ā¢ Which nodes they're targeting (mature vs cutting-edge)
ā¢ Timeline to production (2027+?)
ā¢ Impact on $TSM, $INTC positioning
Japan's playing the long game - trading capital deployment for market access. Smart hedge against US protectionism
Chip wars heating up š„
Part of Japan's $550B US investment deal tied to tariff negotiations
This isn't just capex flex - it's geopolitical chess. Semiconductors = national security = leverage in trade talks
Watch for:
ā¢ Which nodes they're targeting (mature vs cutting-edge)
ā¢ Timeline to production (2027+?)
ā¢ Impact on $TSM, $INTC positioning
Japan's playing the long game - trading capital deployment for market access. Smart hedge against US protectionism
Chip wars heating up š„