Any chance that Michigan leads the way? Maybe: this is America’s LARGEST producer of semiconductor-grade polysilicon. 1/3 of chips produced in the WORLD use polysilicon produced in Hemlock, MI (Hemlock Semiconductor). “They have no idea that MI is at the forefront of the semiconductor supply chain.” While the semiconductor mfg legislation has been lauded as a win, how much good will it do for the Great Lakes State? The impact of the Chips Act on Michigan will be a curious thing.…

For Chips 101:

Semiconductors were invented in the U.S. The nation remains a leader in innovation & has nearly 1/2 of global market share for semiconductors. However, only 12% of the assembly happens in America. Notice the first stage in the Semiconductor Supply Chain: DESIGN (that is mostly U.S. companies). The largest “fabless” semiconductor orgs are American (HQ’s in California – Qualcomm, NVIDIA, Broadcom, AMD, etc.).

Qualcomm had a 1/4 of that.


denoting or relating to a company which designs microchips but contracts out their production rather than owning its own factory.

“Fabless” chip makers—companies that design their chips and supply hardware but do not have fabrication plants—outsource chip production to foundries, primarily in Asia.

Almost 40% of the world’s supply is controlled by Chinese firms. This week: Congress approved $280B for the semiconductor industry.

The Top 10 Semiconductor Companies (fab plants) by Market Share (one U.S. company on the list w/ 7% market share)
·       Taiwan Semiconductor Mfg Co. accounts for 54% of the global market share
·       Taiwan, South Korea, & China combine for 87% of the market

This is the moment for the U.S. to create an accelerated chips capacity, says GlobalFoundries CEO. The semi-conductor supply chain arguably powers the entire global economy (certainly the digital economy):
…but I needed help visualizing it:

Chips Act:
Notice, U.S. has 10% of the world’s lithium reserves.

For a great read, see:
Jason Miller Blog 2: Will Intel’s investments make a dent in our dependence on foreign semiconductors?

22.5% of global GDP is made up by the global digital economy (driven by computer chips, almost 1/2 used by phones & computers, auto uses around 10%).

FYI: If the region surrounding the Great Lakes was its own country, it would be the 3rd largest economy in the world with a GDP of > $6T.

Note, we are roughly 21% of the world’s surface freshwater.

The Great Lakes Economy: Growth Engine of North America


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