Bottleneck file
Mature nodes
Scarcity and strategic value are not confined to the newest process node; qualified specialty capacity can be difficult to replace.
Control questions
What the diligence has to answer
- Is the part specialty or commodity?
- Does an anchor agreement finance expansion?
- What utilization is required?
- Who owns the residual asset?
Governed evidence
Current claim set
Qualcomm disclosed $15.1 billion of purchase obligations at September 28, 2025, primarily with integrated-circuit suppliers and including multi-year capacity commitments.
Caveat. Follow filing definition.
Open source
Apple agreed to spend more than $30 billion on Broadcom FBAR filters through 2031.
Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.
Caveat. Long-term supply agreement, not Apple-owned PP&E.
Open source
Broadcom plans to invest $1.5 billion to expand its Fort Collins factory under the Apple agreement.
Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.
Caveat. Customer-backed supplier expansion.
Open source
GM and GlobalFoundries entered a long-term agreement for dedicated U.S. semiconductor capacity.
Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.
Caveat. Illustrates vertical integration by contract.
Open source
Texas Instruments announced plans to invest more than $60 billion across seven U.S. fabs.
Registry exception. The supplied registry labels this claim Corroborated but provides one source. Independent corroboration remains pending; the original state is preserved rather than silently rewritten.
Caveat. Investment plan; execution, timing, and utilization remain uncertain.