350MW SHOVEL-READY GREENFIELD SITE
Despite recent market fluctuations, the global semiconductor industry is on an unprecedented growth trajectory and New York State is uniquely positioned to be a leader in this expansion. At the forefront of this opportunity is the Marcy Nanocenter, the most shovel-ready greenfield site in the United States, available to house semiconductor or other advanced technology manufacturers. New York State’s robust semiconductor ecosystem, strategic investments, commitment to sustainable practices, and talented workforce provide unparalleled support for companies looking to establish or expand their operations.
Marcy Nanocenter: A premier greenfield opportunity
- The Marcy Nanocenter’s 115 kV/34.5 kV electrical substation is owned and operated by Mohawk Valley EDGE and is dedicated for Marcy Nanocenter end-users. Additionally, there is a dual circuit 115 kV transmission line that services the entire site with over 350MW of available power service from National Grid.
- Over the past decade, New York State and local partners have invested more than $130 million to make the Marcy Nanocenter the most shovel-ready greenfield site in the U.S.
- The Marcy Nanocenter offers 127 acres of land immediately available to support long-term manufacturing needs, with the infrastructure in place to house up to 1,000,000 square feet of cleanroom space (plus required office, support, and non-manufacturing space).
- The presence of Wolfspeed’s silicon carbide (SiC) facility demonstrates the site’s proven suitability for large-scale operations, which was built on schedule despite the pandemic. Wolfspeed has successfully hired talent ahead of schedule using Mohawk Valley EDGE’s regional workforce partnerships.
- In 2023, Governor Kathy Hochul awarded the Marcy Nanocenter $14 million in FAST NY funding to further shovel readiness and support semiconductor supply chain attraction.
For more information about this opportunity, please email ATREG COO Annie Rothrock.
SEMI BLOG POST – MODELS FOR SECURING CHIP ACCESS
In 1992, AMD’s CEO Jerry Sanders notoriously remarked: “Now hear me and hear me well; real men have fabs!” However, by 2008, AMD had divested its manufacturing assets, becoming one of hundreds of semiconductor design firms embracing a new reality – the growing bifurcation of chip design and manufacturing. Today, this bifurcation continues to intensify. IDC estimates that fabless revenue as a percentage of the semiconductor market is expected to reach a high of 62% in 2028, up from 30% in 2019. According to Boston Consulting Group, in 2026, a brand-new greenfield fab could carry a 10-year total cost of ownership (TCO) between $35 and $43 billion, which is 33% to 66% higher than in 2023.
In this SEMI blog post entitled Securing Chip Access – Models for a Dedicated Supply Chain, ATREG President & CEO Stephen Rothrock take a deep dive into the various models available to semiconductor companies that wish to become less dependent on single sourcing and regain control over their supply chain at a lower cost than outright ownership of a wafer fab. This piece was published by SEMI on January 7th, 2025.
Click here to read the full article.
CHINA FOR CHINA – WESTERN SEMICONDUCTOR FORTUNES IN THE CHINESE MARKET
By Ryan Vaswani, Senior Analyst, ATREG, Inc.
When it comes to the global race for technological supremacy, two of the biggest names today are Chinese companies working to rival their Western peers – DeepSeek and Huawei. Merely three months into 2025, each company has already announced breakthroughs that have startled and humbled Western observers – DeepSeek with its R1 model and Huawei with their Ascend 910C AI chip – both attesting to China’s ambitions (and capabilities) for semiconductor self-sufficiency. Amidst these developments sit Western chip companies, who for decades have supplied the Chinese chip market and reaped billions in the process. In this blog post, ATREG discusses how these companies must re-assess their position and future in China as they try to avoid getting beaten at their own game.
Click here to read the full article.
ATREG PERSPECTIVES – TRENDS & CHALLENGES FOR GLOBAL CHIP MAKERS IN 2025
Starting a new year always comes with its share of uncertainty and 2025 is no exception for the semiconductor industry – a new U.S. administration, escalating geopolitical tensions, continued supply chain disruptions, rising protectionism and a sluggish market to name just a few.
ATREG has been an objective intermediary in the transfer of over $30 billion in infrastructure-rich cleanroom manufacturing assets, both operational front-end and back-end fabs, for the past 25 years. As an advisory firm to the world’s most reputable semiconductor companies, we have seen our fair share of ups and downs over the years. We truly believe that global fab and cleanroom transactions can provide valuable indicators and insights into the industry’s health. In this blog post, ATREG shares its 2025 Perspectives highlighting semiconductor trends and challenges for global chip makers around six key themes, from artificial intelligence to China.
Click here to read the full article.
ATREG PROMOTES TWO TEAM MEMBERS
ATREG is pleased to announce the promotion of two of its team members.
Annie Rothrock was promoted to Chief Operating Officer in January 2025. She focuses on business strategy and development while overseeing core operational functions. In this capacity, she executes strategic initiatives across the organization’s operational framework and cultivates an environment of performance excellence. She continues to work directly with clients, leading strategic asset transactions and maintaining relationships with global industry leaders.
As Vice President and Senior Vice President from 2019 to 2024, Annie has advised some of the world’s most reputable chip makers on their global strategic manufacturing asset sales and acquisitions. She successfully led both sell- and buy-side semiconductor fab and cleanroom transactions for such clients as Elmos, GlobalFoundries, Nexperia, Micron, onsemi, Renesas, TDK, Texas Instruments, and VIS amongst many others. In 2024, she notably assisted Elmos with the sale of its operational 200mm Dortmund, Germany fab to Littelfuse as well as Nexperia with the sale of its operational 200mm Newport UK fab to Vishay Intertechnology in 2023.
Stuart Smith was promoted to Senior Associate in November 2024. In addition to playing a critical role in client manufacturing asset transaction assignments, he oversees the company’s team focusing on the analysis of the global semiconductor market and the identification of new opportunities related to operational manufacturing facilities. Stuart joined ATREG in March 2020 as an analyst, responsible for coordinating research and support activities around the disposition and acquisition of advanced semiconductor manufacturing facilities.
Congratulations to both of them!
CONNECT WITH US AT GLOBAL INDUSTRY EVENTS
Is your company looking to acquire or divest a manufacturing facility in the coming months? Members of the ATREG team will be holding meetings at various global industry conferences to discuss your specific infrastructure-rich semiconductor manufacturing asset needs, whether brownfield, greenfield, or capacity / loading partnerships. Please email us to set up an appointment with an ATREG fab transaction advisor at one of the following events. We look forward to connecting with you soon!
- FOA Q2 Membership Meeting, April 30-May 1, Minneapolis, USA
- GSA European Executive Forum, May 6-7, Munich, Germany
- JP Morgan Global Technology, Media & Communications Conference, May 13-15, Boston, USA
- Display Week, May 13-15, San Jose, USA
- BofA Securities Global Technology Conference, June 3-5, San Francisco, USA