Chip Subsidies Are Reshaping the Global Foundry Map

Lucas and Luna examine how the CHIPS Act and similar subsidy programs in Europe and Asia are redrawing the world map of semiconductor manufacturing. They focus on TSMC's Arizona fab delays, Intel's Ohio construction progress, and a surprising new entrant: a joint venture between STMicroelectronics and GlobalFoundries in France. With $52 billion in US subsidies and $43 billion in EU funds, the hosts ask whether government money is accelerating or distorting the chip industry's natural evolution. The conversation touches on the SOXX index's 8.5% five-day gain and Micron's 21.2% surge as investor bets on reshored production. Plus, a quick note on how listener support keeps this ad-free show going. #Semiconductors #CHIPSAct #TSMC #Intel #GlobalFoundries #STMicroelectronics #Foundry #Reshoring #ChipManufacturing #ArizonaFab #OhioFab #FranceChipFab #Subsidies #Technology #SupplyChain #FexingoBusiness #BusinessPodcast #ChipWar Keep every episode free: buymeacoffee.com/fexingo