The private initiative takes the power of the chips industry in North America

Throughout the world, the construction of plants to make chips is linked to the state. According to data from the Mexico-United States Foundation for Science (Fumec), governments contribute 30-40% of the total cost of the facilities and there lies their relevance to attract the rest from private investment.

In the case of the United States, the Chips Law has already generated commitments for almost 450,000 million dollars by private companies for the construction of factories in the country, however, Trump’s position towards that strategy has been critical and has even described it as a “horrible, horrible thing”.

Trump’s rejection mobilizes private initiative

Intel is the company most benefited by the Chips Law, with 7.9 billion dollars of subsidies for commercial factories and 3,000 million dollars for semiconductor production for military purposes.

Likewise, TSMC, Samsung and Micron are other companies that were favored by this industrial policy to make state -of -the -art chips, as well as other older components, such as Texas Instruments or GlobalFoundries. On the other hand, the US states with the largest promised investments include Arizona, Ohio, New York and Texas.

Despite that panorama, companies are aware of Trump’s speech and decisions, which is why they already undertook actions to advance the situation through direct investments as a way to respond to tariffs imposed on products from China.

TSMC is an example of this. A week ago he announced an investment of 100,000 million dollars for the expansion of its factories in US territory, which has grown in terms of demand, according to statements of the company itself.

Apple also announced an investment of 500,000 million dollars in the next four years, while the Magnate Emiratí Hussain Sajwani and Softbank also promised important investments in the United States.

Intel is another case of company that bets on capital injection. A few days ago he revealed that he will invest 20,000 million dollars in the construction of two new chips manufacturing plants in Arizona, which will further reinforce national production capacity. Samsung expressed his intention to invest 17,000 million dollars in a new semiconductor plant in Texas.

Many leaders within the technology industry support these plans, including the executive director of Qualcomm, Cristiano Amon, who after the TSMC announcement said it was great news.

“It shows that semiconductors are important for the economy. Economic security means access to semiconductors. A greater production is music for our ears, ”he said during a conference at the MWC 2025, in Barcelona.

Amon also highlighted the fact that some of the Qualcomm chips are already manufactured in TSMC plants in Arizona and that their investments will be differentiating to grow the United States in the sector.

“The more capacity they give us, the more we are going to use it, just like we have been using it in Taiwan,” he said.

Although Trump has been a member regarding his contempt around the Chips Law, the reality is that it is a difficult initiative to repeal for the bipartisan support he had in the Biden administration.

In fact, Wendell Huang, financial director of TSMC said that it is likely that US chips subsidies continue under Trump, as manufacturing plants pass construction and production milestones.