Satellite tracking of semiconductor fabrication plant construction worldwide. TSMC, Intel, Samsung and others — see actual progress vs announced timelines, cross-referenced against earnings call guidance.
4
Sites tracked
3
Under construction
0d
Avg delay
Intel · Ohio, US $20B capex
—
ahead
Samsung · Texas, US $17B capex
—
ahead
TSMC · Arizona, US $12B capex
—
ahead
TSMC · Kumamoto, JP $7B capex
—
ahead