Also read: Rivian’s strong deliveries, R2 line plans and VW JV extension analyst’s optimism

Lately, countries including the U.S., Europe, Japan, and others have focused on consolidating their semiconductor base to reduce dependence on China after the 2020 pandemic disrupted global supply chains, triggering a severe semiconductor chip crisis.

In the beyond 3 years, Japan has committed ~ 4 billion yen ($ 26 billion) to build its semiconductor sectors. Up to 920 billion yen of the subsidy went to Rapitus to produce complex chips.

Taiwan’s semiconductor already has a 2nm platelet factory in Baoshan, Hsinchu County, for mass production in 2025.

Taiwan Semiconductor Chair C.C. Wei had highlighted interest in its 2-nm process, which prompted it to ramp up production capacity.

Taiwan Semiconductor’s additional facilities in Kaohsiung will likely start 2-nm production in 2026. It is constructing two advanced fabs in Arizona, with plans to commercialize chips using 3-nm and 2-nm processes in 2028.

Wedbush’s Dan Ives expects tech movements to gain 25% by 2025, supported through President-elect Donald Trump’s policies and primary tech spending.

Price Action: The Avgo name closed at $228. 64 on Wednesday.

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