Source page: McKinsey & Company

Commentary

Visual form

Map.

Layout / body structure

The chart is a single US map with state-level shading and callouts. The reading order is across the national map first and then into the highlighted states and supporting labels that identify the main investment centers.

What is being compared

It compares where announced new US semiconductor-build investment is concentrated across states, with the biggest focus on the leading fabrication hubs.

Measurement system

The visual tracks announced investment in billions of dollars, with the overall range for new builds shown at roughly $200 billion to $350 billion. State shading and callouts indicate where the largest shares of that investment are being placed.

Visible structure inside the graphic

The map uses state boundaries and differentiated shading to highlight the major fab-investment states. The eye is drawn to the Southwest, Midwest, and Northeast hubs, with Arizona, New York, Ohio, and Texas called out as the most prominent investment locations.

Main takeaway from the visual

The map shows that the coming semiconductor build-out is not evenly distributed across the country; it is concentrated in a handful of states that are emerging as the core centers for new fab investment.

Key standout values or extremes

The headline total is a projected $200 billion to $350 billion in new US semiconductor builds, and the largest concentrations are identified in Arizona, New York, Ohio, and Texas rather than being spread broadly across all states.

Controls / sequence, when applicable

This is a static chart image with no in-chart controls to operate.

Companion media, when applicable

There is no separate companion audio or video; the chart image is the full visual on this page.


Chipping in on semiconductor fabs

Semiconductors | Talent | Jobs

May 22, 2024 – US semiconductor companies have announced investments for new builds that are estimated to reach $200 billion to $350 billion within the next decade. Senior partner Bill Wiseman and colleagues note that these investments—the largest of which are planned in Arizona, New York, Ohio, and Texas—are expected to create jobs and boost domestic production of semiconductors. However, the industry faces challenges in recruiting and retaining talent, particularly engineers and technicians.

New US semiconductor builds could reach $200 billion to $350 billion, with the largest investments in Arizona, New York, Ohio, and Texas.

To read the article, see “New tactics for new talent: Closing US semiconductor labor gaps,” May 10, 2024.


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