As the U.S. pushes to bring chipmaking home, billions are flowing into new factories, creating massive demand for tools to bring new fabs online. Taiwan Semiconductor Manufacturing (NYSE: TSM), for example, added $100 billion to its Arizona plans in July, bringing its planned U.S. investment to $265 billion. Micron Technology (NASDAQ: MU) raised its own U.S. spending plan to more than $250 billion through 2035 that same month. That means tool orders can arrive before a new fab reaches full production. Beyond TSMC and Micron, other companies stand to benefit, including Intel (NASDAQ: INTC), ASML Holding (NASDAQ: ASML), Applied Materials (NASDAQ: AMAT), and Qualcomm (NASDAQ: QCOM). For investors, the question now is: Who gets paid first, the companies that build the tools, or the ones that run the factories? Intel is a good place to start.
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