Exciting Movement in US Semiconductor Industry
May 6, 2021
There has been some exciting movement in the US semiconductor industry over the past few weeks. President Biden has proposed an infrastructure stimulus plan that includes $50 billion for the semiconductor industry, with an emphasis on expanding U.S. manufacturing of chips. At Rayton we will be watching this closely in hopes that the stimulus is passed. 60 Minutes has compiled a great segment on the chip shortage problem and the current state of the semiconductor supply chain. We highly recommend watching this segment as it provides a concise overview of the state of the industry and insight into where it is headed.
Intel will invest $20 billion in two new fabs in Arizona over the next three years. Taiwan Semiconductor Manufacturing Company (TSMC) has announced that they would build a $12 billion fab in Arizona. This is great news for the US based semiconductor manufacturing industry and we have not seen investment like this in over 30 years.
While Rayton services the specific application of high-frequency high-voltage semiconductors we believe this newly found demand will affect and influence our segment of the industry positively. At Rayton we will be watching these developments with tactical anticipation and looking for opportunities to market entry that this movement may bring. We are hopeful to receive our equipment this summer and believe that successful Beta Phase operations will bring further opportunity. Thank you for your continued interest and support in Rayton. To learn more about Rayton kindly find the link below.