NuAxiSemiconductor trade intelligence

Intel, Micron Urge Taiwanese Chip Suppliers to Invest in US

What happened

Intel and Micron Technology urged Taiwanese semiconductor materials, components and equipment suppliers to establish operations in the United States, speaking at the SEMICON West 2026 Taiwan Supply Chain Forum in San Francisco on Oct. 12. Ben Fulmer, vice president of construction and sourcing at Intel Foundry, encouraged Taiwanese companies to invest locally so they are ready when selected as a supplier. Shane Smith, senior director of front-end materials strategic sourcing and supply assurance at Micron, said cooperation with Taiwanese suppliers had enabled the company to relocate a significant portion of its DRAM business to the US, noted that transporting all the equipment and materials is a challenge, and emphasized that investment in the US was necessary to develop the ecosystem. Both companies are expanding US manufacturing: Intel is investing more than $100 billion across Arizona, New Mexico, Oregon and Ohio, while Micron plans to invest more than $250 billion by 2035. The forum was organized to connect Taiwanese suppliers with US manufacturers, academic institutions and government agencies; Intel and Micron delivered keynote addresses. Participating Taiwanese companies included Topco Scientific, Challentech International, Gallant Micro Machining, United Integrated Services and Yesiang Enterprise. The urging is an appeal, not a confirmed investment commitment.