Fab Maps & ClusterMAX: Geopolitical Capacity Tracking

Where chips are made is as important as how they are made. “Fab Maps” tracks the global geographical shift from Asia to the “Arizona/Texas” corridor (Silicon Desert).

1. Global Capacity Heatmap

graph LR
    A[Taiwan: 90% Advanced Logic] --> B[USA: CHIPS Act Expansion]
    A --> C[Japan: Rapidus/TSMC Kumamoto]
    D[China: Mature Node Domination] --> E[EV/Industrial Surplus]

2. Regional Breakdown & Stocks

Arizona (TSM, INTC): The US AI Hub. Beneficiaries: Local utilities and infrastructure partners.
Kumamoto (Japan): Sony/TSMC partnership. Massive tailwind for Japanese semi-suppliers (Tokyo Electron, Screen).
Samsung (Pyeongtaek): Massive multi-fab site. High technical risk but high capacity potential.

3. Technical Outlook

Track TSM and Rapidus construction progress. Any “On-Schedule” milestone is a fundamental “De-risking” event for the supply chain.

Last Updated: May 9, 2026