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How Chips Are Made In The U.S.| CNBC Marathon

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2 years ago

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CNBC Marathon explores various tech companies manufacturing chips on U.S. soil.
Micron, Samsung and SK Hynix are responsible for making 90% of the world’s DRAM memory chips, and Micron is the only one based in the U.S. That’s made it the latest target of bans from China. Yet Micron is spending $115 billion to build the biggest chip project in U.S. history. CNBC visited Micron in Idaho and talked to Gov. Kathy Hochul in New York to hear about the new fabs. We also asked Senate Majority Leader Chuck Schumer about Micron ahead of his meeting with Chinese President Xi Jinping.

Arm beat expectations in its first post-IPO earnings report in November 2023. Its low-power chip architecture is in nearly every smartphone, replaced Intel’s x86 processors in Apple’s Mac computers, and is the basis for Qualcomm’s PC processors, and Amazon’s data center chips. CNBC went to Arm in Cambridge, England, to find out how it became the year’s biggest IPO despite 20% of revenue coming from China, struggling smartphone sales, and a failed $40 billion acquisition attempt by Nvidia.

Texas has taken the top spot as the center of U.S. chip manufacturing. The Lone Star State now has more semiconductor fabrication plants than any other state, and six new projects will bring an estimated $61 billion of investment and 8,000 jobs. The integrated circuit was invented in Texas more than 60 years ago, and chip companies are attracted by low taxes, plentiful land, and the $1.4 billion Texas CHIPS Act passed in June. CNBC got a rare look inside three massive chip fabs and toured the two biggest projects under construction: Texas Instruments’ $30 billion site north of Dallas and Samsung’s $17 billion fab near Austin.

Chapters:
00:00 Introduction
01:13 How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban (Published October 2023)
18:45 How Arm Powers Chips By Apple, Amazon, Google And More (Published November 2023)
34:32 How Texas Became The American Chipmaking Hub (Published July 2023)

Produced by: Katie Tarasov
Edited by: Amy Marino, Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Andrea Schmitz, Christina Locopo, Jason Reginato
Camera: Tasia Jensen, Mickey Todiwala, Ben Farrar, Kent Kessinger, Sydney Boyo, Katie Brigham, Max Thurlow
Additional Camera: Andrew Evers
Additional Footage: AMD, Apple, Arm, Getty Images, Google, Intel, KCBD, Microsoft, Nividia, NXP, Office of Governor Kathy Hochul, Panda Power Funds, Samsung, SK Hynix, Texas Instruments, TSMC

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China’s Swagger After India’s iPhone 18 Leak

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2 days ago

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October 18, 2026

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A leak by Indian supplier Tata Electronics, purportedly of the yet-to-be-released iPhone 18 Pro models, has become marketing gold for the Chinese government. The Communist Party paper, The Global Times, is using the leak – caused by a cyberattack – as a cautionary tale for Apple and other American companies that are in the process of diversifying their supply chains away from China. CNBC’s Eunice Yoon reports.

00:58 Correction: The location tag should be Beijing, China.

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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity

Published

4 days ago

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October 16, 2026

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Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world’s leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI’s ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” competition to get their GPUs, CPUs and custom AI chips made at TSMC. Capacity can’t come online fast enough, despite TSMC’s rush to build new fabs in Taiwan, Japan and Arizona, where has expanded investment to $265 billion. The strain has made one man at TSMC “the most popular person on the planet,” as chip start-ups and big name CEOs visit Taiwan to ask him for wafer allocation. It’s also created a rich opportunity for Intel, as customers look to the long-struggling foundry arm of the U.S. chip manufacturer for a second source.

Chapters:
0:00 Introduction
2:06 ‘Most popular person on the planet’
6:54 Making room for smaller players
9:10 Can new U.S. fabs ease the crunch?

Producer and Reporter: Katie Tarasov
Edited by: Matt Soto, Andrew Evers
Camera: Eddie Temborski, Robert Lampe, Evan Reinhardt
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Cerebras, D-Matrix, Getty Images, Intel, Nvidia, OpenAI, SpaceX, TSMC

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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity

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Why Warner Records is investing in South Asian artists

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5 days ago

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October 15, 2026

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Warner Music Group, the third-largest music label by market share, is tapping into the South Asian music movement with its latest venture.

CNBC’s Laya Neelakandan explains.

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How Micron’s massive buildout made Boise a boomtown

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7 days ago

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October 13, 2026

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Micron’s hometown of Boise, Idaho has a growing crop of newly minted millionaires.

The AI-driven memory boom is showing up in the form of job growth, new construction projects, a bustling dining scene and an influx in new residents.

CNBC’s Katie Tarasov explains. Find the full report in related video.

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How dating became a financial luxury

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1 week ago

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October 11, 2026

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Half of single Americans say they are going on fewer dates or choosing less expensive activities because of rising costs, according to BMO’s 2026 survey.

But, the cost of dating itself is only part of the story. For millions of users, finding a date means paying for the apps.

Watch the full story in related video.

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