U.S. Semiconductor Expansion: GlobalWafers’ $7.5 Billion Texas Investment and the Future of American Chipmaking

Introduction

The global semiconductor industry stands at the center of technological competition, economic resilience, and national security. In May 2025, Taiwanese semiconductor materials giant GlobalWafers announced a landmark $7.5 billion investment to expand its U.S. operations, with the centerpiece being a new and rapidly expanding 300mm silicon wafer manufacturing facility in Sherman, Texas. This move, which includes both an initial $3.5 billion investment and a newly announced $4 billion expansion, positions GlobalWafers as a critical player in America’s drive to restore domestic chip supply chains, reduce reliance on overseas suppliers, and meet surging demand driven by artificial intelligence (AI), 5G, electric vehicles, and other advanced technologies