CHIPS Act Phase II Funding Finalized: Samsung Texas Fab Awarded $4.2B
Published: March 2025
Geopolitical Dynamics:
Samsung expands 4nm production in Taylor, Texas, barred from ASML’s 0.55 NA EUV tools.
Micron’s Idaho fab receives $1.9B subsidy to accelerate HBM4 output.
Supply Chain Shift: NVIDIA data center GPUs mandated to use "US-certified" packaging partners.
Source: White House 2025 National Advanced Packaging Strategic Initiative summary.
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