Summary：**Global Semiconductor Shortage Eases as New Fab Capacity Comes Online***Introduction* After more t

**Global Semiconductor Shortage Eases as New Fab Capacity Comes Online**

*Introduction*
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*Key Developments*
In early 2024, Taiwan Semiconductor Manufacturing Company (TSMC) commenced volume production at its new Arizona fab, adding roughly 600,000 wafer starts per month to its capacity. Simultaneously, Samsung Electronics inaugurated a state‑of‑the‑art line in Texas focused on advanced 3‑nanometer nodes, while Intel’s Ohio expansion reached 50 % utilization within six months of operation. Across the Atlantic, the European Union’s “Chips Act” facilitated the groundbreaking of a joint venture fab