Our Investments in Startups
- Microprocessor Factory
Investment in microprocessor manufacturing plants (fabs) is experiencing a historic boom worldwide, driven by chip shortages, the need for technological sovereignty, and the development of artificial intelligence (AI). Major players, such as TSMC, Intel, and Micron, are allocating billions of dollars to expand production in the United States, Europe, and Mexico.
- Main Investments and Recent Projects:
- • TSMC (Taiwan Semiconductor Manufacturing Company): The world's largest chipmaker will expand its investment in the United States, with plans exceeding $100 billion to build state-of-the-art facilities in Arizona, including three factories.
- • Micron Technology: It has announced an ambitious investment plan of up to $200 billion to expand its advanced memory capacity, essential for AI, including new plants in the United States (Idaho and New York). Micron's investments in Japan ($9.6 billion) and Singapore ($24 billion) are also mentioned.
- • Intel: Is receiving significant government subsidies, including up to $7.865 billion in direct funding in the US, and is building new plants, such as the one in Poland, with an investment of $4.6 billion.
- • Broadcom: Will install a semiconductor manufacturing plant in Spain with an investment of around €900-1 billion, focused on the development of sustainable chips.
- • Diamond Foundry: Will invest approximately $868 million in a chip plant in Extremadura, Spain.
- Situation in Mexico:
- • Foxconn and "Superchips": Foxconn has plans to build the world's largest "superchip" plant in Jalisco for the production of Nvidia semiconductors.
- • Boost to the sector: There is great interest from investors and companies (such as Foxconn, Intel, and Micron) to turn Mexico into a technological hub for semiconductor assembly, packaging, and validation, with a "Master Plan" that aims to double the industry by 2030.
- Geopolitical and Market Context:
- • Government Support: Investments are strongly supported by government incentives, such as the Chip Act in the United States, designed to counter shortages and improve national security.
- • AI Demand: The rise of artificial intelligence has driven demand for high-bandwidth memory and processors. High performance, accelerating the need for new production capacity.
- • Key Suppliers: In addition to manufacturers, equipment companies like ASML are critical in this investment chain.
- Semiconductor ETFs (such as vanEck Semiconductor SMH or iShares SOXX) are a popular way to invest in this growing sector.