Everstream Analytics’ semiconductor investment tracker

The global semiconductor shortage during the COVID-19 pandemic highlighted the vulnerability of industrial supply chains. Multinational companies began scrambling to secure much-needed chip supply and policymakers around the world have been vying to attract more semiconductor investments to in an effort to de-risk high-value supply chains.

While a large share of investments into additional chip capacity has gone to the United States, South Korea, Taiwan, and Japan, the Chinese government has also boosted efforts to enhance its economic self-reliance in semiconductor supply chains. Since December 2023, China has announced investments of an additional USD 54 billion for semiconductor capacity. Other key plants are being established in Germany, Israel, Malaysia, and Singapore, with TSMC, Samsung, and Intel leading the investment efforts.

These new semiconductor manufacturing investments will cause ripple effects through global supply chains as key sub-tier suppliers of materials, chemicals, and equipment set up plants nearer to their operations, further re-shoring domestic manufacturing processes. In the following charts, Everstream Analytics tracks these shifting global investments into existing or new semiconductor facilities.

Note: Everstream's dataset is based on open-source information and announcements published in the media and company press releases. Figures are therefore non-exhaustive and subject to change as estimated costs and received subsidies are revised, and operating timelines change.