Wire · operational-macro
US chipmaker teams up with Japan to build new plants
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Fusion42 · 15 October 2026 · Fusion42 review
GlobalFoundries is partnering with Tokyo Electron and Renesas Electronics to build two semiconductor plants in New York as part of a $550 billion Japan-US investment agreement signed in July 2025. The $21 billion project aims to produce chips for automotive and communications sectors, enhancing supply chain resilience against geopolitical and natural risks.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
The semiconductor supply chain is shifting back to the US with strong Japanese backing, opening construction and client opportunities in automotive and comms chips. You face a new wave of local competition and partnership deals to secure supply in America.
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1 source · 15 Oct 2026
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