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Tech

Commerce Awards $874M in Semiconductor R&D LOIs—Chip Makers Get Federal Backing

Seven companies secure letters of intent for federal funding to accelerate compute supply chain R&D, signaling U.S. commitment to chip independence.

Image: Money Racket
By at Money Racket · Aug 1, 2026
1-YEAR MOVE
+284% −10%
INTC ▲249.2% AMD ▲151.7% AVGO ▲13.8% ASML ▲96.9%
1-year price move by ticker
TickerCompany1-year change
INTCIntel+249.2%
AMDAdvanced Micro Devices+151.7%
AVGOBroadcom+13.8%
ASMLASML+96.9%

The Department of Commerce has announced letters of intent (LOIs) with seven companies for $874 million in funding to accelerate semiconductor research and development focused on the compute supply chain. The awards are part of the CHIPS Act's effort to strengthen U.S. semiconductor manufacturing and design capacity.

Federal R&D funding for compute chips accelerates U.S. independence from foreign suppliers and de-risks capital for domestic makers.

Who cashes in: The seven selected companies (specific names not detailed in the release) gain federal R&D funding, reducing capital risk and accelerating time-to-market for advanced chips. Publicly traded semiconductor companies likely in the mix include Intel INTC, Advanced Micro Devices AMD, Qualcomm (QCOM), and **Broadcom AVGO**—all have received CHIPS Act support. Smaller, specialized chip designers and manufacturers like Aeluma (photonics, mentioned separately in source [11]) and others in the compute stack also benefit. Equipment suppliers like ASML ASML and Applied Materials AMAT see incremental demand from expanded U.S. fab capacity.

Who's exposed: Foreign chip makers, particularly those in Taiwan and South Korea, face reduced U.S. market share as domestic capacity ramps. Companies dependent on imported semiconductors may face higher costs if tariffs or supply restrictions tighten.

What to watch next: Full announcement of the seven companies, funding disbursement timeline, and whether additional CHIPS Act tranches are awarded in 2026.

Source: original report ↗

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