In 2022, the technology war and the ** war between the United States and China will intensify. On the one hand, the United States is trying to prevent China's rise with economic pressure and high-tech blockade, while China is determined to meet it. In the face of China's firm response, Biden ** increased the pressure on China's chip industry and signed the "Chips Act" in an attempt to put pressure on semiconductor companies such as TSMC, Samsung, and Intel to limit the flow of advanced chip and mature chip technology production capacity to Chinese mainland. At the same time, through high subsidies to attract TSMC and Samsung to build factories in the United States to achieve the return of advanced manufacturing and semiconductor industries, Biden sees this move as a key means of revival of the American chip industry. However, recent ** reports show that Biden's big gamble seems to have failed, and foreign media have commented on it as "a piece of chicken feathers".
First, let's look at TSMC's response to this situation. TSMC originally planned to start building a new factory in Arizona and mass production in 2024, but recently announced that it would postpone the plan until 2025. According to TSMC, this is due to the lack of professional construction workers and equipment installation technicians, which led to the delay in the construction period. However, anyone with a discerning eye can see that this is just an excuse. The real reason is that when TSMC's equipment and personnel were in place, the United States suddenly revised the subsidy rules, requiring TSMC to provide a list of customers and technical secrets in order to receive subsidies. This kind of demanding requirements make TSMC difficult to accept, so it can only be done by postponing the construction period.
In addition to TSMC, Samsung has also been plagued by subsidy issues. Samsung's semiconductor factory, which was originally promised to start mass production in 2024, has also been postponed to 2025. Again, the issue of subsidies is the main reason. And unsatisfactorily, the United States also said last month that it would provide up to $4 billion in subsidies to Intel, which caused extreme dissatisfaction among the South Korean public. There is widespread rejection in South Korea of Samsung's construction of a factory in the United States. Last year, South Korea** bluntly pointed out that the purpose of the United States asking TSMC and Samsung to build factories is to obtain confidential data and hand it over to its own company, Intel. This also implies that Biden**'s intention is to hand over advanced technology to Intel, and through the support of funds and resources, help Intel catch up with TSMC and Samsung in the field of semiconductor foundry, and finally build a semiconductor industry chain dominated by American technology. However, Biden's plan has completely failed, and he has not only lost his bargaining chips, but also has to face the reality of China's rise in the high-tech sector.
Biden's postponement of TSMC and Samsung's plans to build factories is undoubtedly a complete failure. This not only deprives him of his achievements in the field of semiconductors, but also may prevent him from being successfully re-elected in 2024. It is worth mentioning that 2024 is the first year in the United States, and if TSMC and Samsung start mass production as planned, it will undoubtedly become Biden's biggest political achievement in the semiconductor field. However, TSMC and Samsung's postponement plans are clearly not intended to allow Biden to be re-elected as a political achievement. In addition, China's rise in the high-tech sector is also a reality that cannot be ignored. The release of Huawei's latest products, the Huawei Mate60 and Nova 12 series, poses a huge threat to Apple and Qualcomm, resulting in a significant drop in expected sales of Apple's mobile phones, and China's influence in the field of consumer electronics continues to expand. In addition, Huawei has also begun to catch up with the United States in the fields of new energy vehicles, artificial intelligence models, and AI chips. Looking back on Biden's governing career, foreign media generally believe that the situation he is facing is chaotic and can be said to be a chicken feather.
Biden's crackdown and blockade plan for China's chip industry has suffered a major setback in the delayed construction of factories by TSMC and Samsung, which not only deprives him of political bargaining chips, but may also prevent him from being re-elected in 2024. At the same time, China's rise in the high-tech sector is unstoppable. Huawei's products continue to make inroads into the global market, putting enormous pressure on competitors, and China is accelerating its catch-up in the fields of new energy vehicles, artificial intelligence and chips. In the face of China's rise, Biden's policy seems helpless. However, the international situation is volatile, and Biden still has the opportunity to adjust his policies and cooperate with China to jointly promote scientific and technological innovation and development. Only through the dual promotion of cooperation and competition can we remain invincible in the global science and technology field. At the same time, for China, it is necessary to always maintain a positive and enterprising attitude in the competition of core technologies and industrial chains, strengthen independent innovation, and improve the integrity and stability of the industrial chain. Only in this way can we remain invincible in the international competition in science and technology and realize the rise of a real great power.
(This article is purely fictional, not a real event.) ）