U.S. Semiconductor Industry Daily Update – September 18, 2025

The U.S. semiconductor sector saw a mix of big and local moves today. Texas awarded a major grant to support Samsung’s new fab near Austin, underscoring the state’s role in domestic chip building. With little else breaking on policy or earnings, the focus is squarely on how federal and state incentives continue to shape where advanced capacity takes root.

Key Announcements

  • State Incentive for Samsung Fabs in TexasSeptember 18, 2025
    The Texas Semiconductor Innovation Fund approved a $250 million grant to support Samsung’s fabrication plant in Taylor (near Austin). The facility is part of a larger $37 billion investment, meant for two logic fabs and an R&D center. Statesman
  • Jobs at Samsung Semiconductor

What This Means

  • The Texas grant reinforces continued momentum around the CHIPS Act‑era incentives: states are competing to attract large fabs with grants/tax incentives in addition to federal support.
  • Samsung’s Taylor site remains central to U.S. efforts at building domestic logic fabrication capacity, especially for advanced nodes and AI/HPC demand.

Sources