The United States is on track to triple its domestic semiconductor manufacturing capacity between 2022 and 2032, according to a report cited by the Semiconductor Industry Association. In 2022 the CHIPS and Science Act was enacted. The projected 203 percent growth is the largest percentage increase of any country over that period.
The same study looks at the most advanced chips. It projects that the U.S. will hold 28 percent of global advanced logic capacity, meaning chips below 10 nanometers, by 2032. In 2022 the figure was zero.
It also puts America’s share of global capital spending from 2024 to 2032 at 28 percent, second only to Taiwan at 31 percent. Without the CHIPS Act, the report says, the U.S. would have captured only 9 percent of that spending.
The industry’s ask
SIA, which calls itself the voice of the semiconductor industry, says chips are the foundation of artificial intelligence. It says the U.S. must reaffirm itself as the epicenter of semiconductor innovation if it wants to lead in AI, high performance computing, advanced communications, quantum, energy and defense.
The association’s policy paper, “Winning the Chip Race,” sets out the industry’s priorities for working with the Trump administration and the 119th Congress. It asks policymakers to coordinate efforts that promote innovation and competitiveness while protecting economic and national security.
SIA also describes semiconductors as one of America’s top export industries. The transistors in modern chips are so small that thousands would fit across the width of a single human hair, the group says.
