Engineering, Procurement and Construction Breakbulk & Project Cargo
Congress in 2022 designated $ 39 billion in CHIPS funding for semiconductor fab construction. Oregon Department of Transportation
‘ Full speed ahead’
Construction delays notwithstanding, the US is projected to more than triple its semiconductor manufacturing capacity from 2022 through 2032, a 203 % growth rate and the world’ s largest increase projected for that period, according to a 2025 report by the Semiconductor Industry Association( SIA) and the Boston Consulting Group.
Companies in the semiconductor ecosystem have announced more than 100 chip ecosystem projects in the US since 2020, totaling over $ 500 billion in investments across 28 states, according to the SIA report.
“ There’ s a huge drive for logistics experts to help the fab owners construct these fabs,” Lu said.
Among key projects, US-based memory chip manufacturer Micron announced in June it was boosting its US investments by $ 30 billion to $ 200 billion, with plans including two high-volume fabrication facilities in Idaho, four fabs in New York, and the expansion of its existing facility in Virginia.
Also in June, chip manufacturer Global Foundries announced it would increase its investment to $ 16 billion— a $ 3 billion
Scott Almassy Partner and US Semiconductor Leader, PwC bump— to expand its manufacturing facilities in New York and Vermont.
Scott Almassy, US semiconductor leader and partner with global consulting firm PwC, told the Journal of Commerce that despite some construction delays, most companies that are recipients of CHIPS funding are continuing to build and finalize plans for their projects.
“ And if they’ re not, it’ s not a result of any sort of political calculus, but more so that projected future demand might have been muted for a while, so things might be on pause,” he said.
Given the expanded federal incentives, Almassy said the added tax credits will help smaller manufacturers get projects off the ground, as opposed to the large fab developments that have been in the works for several years.
“ It’ s not confirmed that more facilities may be planned.”
“ I think it will continue the momentum, but it’ s not going to be a significant additive to what was already ongoing,” he said.
And with the ever-increasing demand for chips to support AI and automotive applications, Almassy said the onshoring trend and the push to build more semiconductor facilities in the US is likely to remain strong.
“ We don’ t know what the winds will bring tomorrow. But currently, the assessment is it’ s full speed ahead,” he said.
email: autumn @ autumngiusti. com
12 Journal of Commerce | September 2025 www. joc. com