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Subsidies, reshoring incentives and manufacturing policy, including intended benefits and costs.
AI chip production is at a record but supply is tight. Map 11 new U.S. chip plants with costs, CHIPS Act awards, start dates and delays, as of Oct. 18.
Japan will finance up to $21 billion for two GlobalFoundries fabs in Malta, N.Y., the first chip project under its $550 billion U.S. pledge.
Taiwan plans a Texas AI industrial park costing up to $4 billion for TSMC and Foxconn suppliers, a day after TSMC posted record Q3 revenue of $46.7 billion.
Robotics policy in 2026: the pending Section 232 probe of robots and machinery, national robotics commission bills in Congress and the IFR market outlook.
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