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I know at least one newly opened semiconductor plant. Link: https://www.infineon.com/cms/en/about-infineon/press/press-releases/2021/INFXX202109-098.html https

• tlamponi 5y ago
  But it wasn't build and opened due to the recent shortage, it was planned since quite a bit longer for fulfilling a more general, stable demand. Same with Intel's new Arizona plant which began construction recently, it is not a reaction due to the current shortage, but to improve USA's domestic access to high-end modern semiconductor tech and due to Intel's shifted business plans to provide fab services for others. So, while there will be semiconductor plants opening, they won't cause a bull-whip-effect. The need is more permanent for those fabs, and they're planned since years.
• knownjorbist 5y ago
  Intel just broke ground on a $20bn plant in Arizona.
  • HWR_14 5y ago
    You mean the plant that's been in discussions since at least 2014[0] and isn't really related to COVID at all? [0] https://www.pcmag.com/news/intel-scraps-plans-to-open-cutting-edge-arizona-chip-plant https://www.pcmag.com/news/intel-scraps-plans-to-open-cuttin...
    • ta988 5y ago
      Yes my guess is that they are trying to get government support for building it now that it is even more strategic.