With EuropeChipsThe bill is in trouble, and the United States seems to have found a breakthrough. According to reports, the United States has publicly announced $39 billionChipsbill, and begin the first subsidy program. The next batch will be coveredTSMCInteland other large factories, the subsidy amount will be more considerable than the first batch, up to billions of dollars. The news for EuropeChipsThe industry offers a silver lining, especially forTSMCofLiu DeThe sound is a shot in the arm.
First of all,Liu DeYin valued the opportunity to subsidize the establishment of factories in the United States. According to their estimates, the cost of setting up a factory in the United States will be four times higher than that in Taiwan. If subsidy support is not available,TSMCIt is difficult to withstand such tremendous economic pressure. However, due to the United StatesChipsThe bill has finalized the subsidy arrangementTSMCIt is likely that they will be the beneficiaries of this, and they will also be covered by the next list of subsidies. This news letsLiu DeYin no longer has to worry about the delay in the payment of subsidies.
Secondly,Liu DeWe also don't need to worry about losing orders from U.S. customers. Although a lot of U.S. businesses rely on itTSMCbut their strategic layout is diverse. Large customers such as Nvidia have publicly stated that they will toSamsungPlace an order, evenIntelAlso in their consideration. At the same time, these American companies want to make it happenChipsThe goal of localization. OnlyChipsThe subsidy is still in the card stageTSMCPlans for factories in the U.S. will be delayed. In this case, they may not necessarily not be in their handsChipsThe order is transferred toSamsungwithIntel。But now it's good,ChipsThe subsidies arrived in a timely manner, just in the United StatesChipsBig factories are in dire need of cutting-edgeChipsThe moment of manufacture,TSMCIt has also been included in the list of subsidies for the next batch. In this way, they can implement the construction plan as soon as possible, put it into operation, and steadily capture the American customersChipsOrders.
Finally,Liu DeTone can also get rid of the negative effects on his personal speech. In the announcementTSMCWhen it came time to set up a factory in the United States, he encountered a lot of negative controversy. In particular, they chose to train American technical talent and transfer their own local talent to the United StatesChipsFactories and other actions are even more controversial. The main reason is AmericanChipsBefore the subsidy was implemented, they rushed to do these operations. But now the situation is different, and the subsidy is already a certainty, as long asTSMCTo be able to achieve good performance, thenLiu DeThe negative effects of sound will be eliminated naturally. It can be said thatChipsThe subsidy is:Liu Detone andTSMCMore persuasive is provided. However, we will have to pay attention to when the next list of subsidies will be announced and whether there will be new and unacceptable regulations. These are all up to the American side. Therefore, it may be too early for us to completely relax. In this regard, I hope to hear your views on this matter, welcome to leave a comment, like and share!
European UnionofChipsThe bill is in trouble, and Germany is rightIntelTSMCof subsidy commitments have been affected by funding gaps andEuropean UnionHindrances to censorship. This makes EuropeChipsIt will be difficult for the industry to make a breakthrough with this bill in the short term. At the same time, however, AmericanChipsThe bill has seen the light of day for EuropeChipsIndustry brings a glimmer of hope.
According to open sources, the United States has already announced a massive scaleChipsAct, and began the first subsidy program. And the list of subsidies for the next batch will include:TSMCInteletcChipsgiants, the amount of subsidies will exceed the first batch of $35 million, and up to billions of dollars. This is for youTSMCofLiu DeIn terms of sound, it can be said to be a reassuring pill.
Liu DeYin valued the opportunity to subsidize factories in the United States. They estimate that the cost of setting up a factory in the United States will be as much as four times that of Taiwan itself. If the subsidy is not available,TSMCIt will be difficult to withstand such enormous economic pressure. However, now the subsidy has been finalized, andTSMCIt is likely to be the target of the next batch of subsidies. This news letsLiu DeYin no longer has to worry about subsidies.
In addition,Liu DeWe also don't need to worry about losing orders from U.S. customers. While many U.S. businesses rely onTSMCbut their strategy is diverse. Nvidia and other major customers have already said that they will toSamsungPlace an order, whileIntelAlso in their consideration. At the same time, these American companies are also pursuingChipsThe goal of localization. OnlyChipsThe subsidy is stuck in the stage,TSMCPlans for factories in the U.S. will be delayed. In this case, they may put in their handsChipsThe order is cededSamsungwithIntel。But the good thing now is that the timing of the subsidy is just right, andTSMCIt is also included in the list of the next batch of subsidies. Therefore, they can implement the factory construction plan as soon as possible, put it into operation, and steadily capture American customersChipsOrders.
In addition,Liu DeThe tone can also eliminate the negative impact on his personal speech. When he announced the construction of a factory in the United States, he faced a lot of negative controversy. In particular, they chose to train American technical talent and transfer local talent to the United StatesChipsFactories and other behaviors have caused even more controversy. The main reason is AmericanChipsThey rushed to carry out these actions before the subsidies were implemented. But now the situation is different, and the subsidy is already a certainty, as long asTSMCAble to achieve good results,Liu DeThe negative effects of sound will be eliminated naturally. It can be said thatChipsThe subsidy is:Liu Detone andTSMCBetter opportunities are offered. However, we have to pay attention to when the next list of subsidies will be published, and whether there will be new unacceptable regulations. These are all decided by the American side. Therefore, it is too early for us to let go of our worries. In this regard, we look forward to hearing your opinions, welcome to leave comments, likes and shares!
ChipsThe industry has always been globalTechnologyThe focus of competition, and this time the United States launched hugeChipsAct to EuropeChipsThe company brought the dawn. Especially for:TSMCand itsLiu DeThis is undoubtedly good news. Support through subsidies,TSMCThe plan to set up a factory in the United States can be better promoted and implemented, and at the same time, there is no need to worry about losing orders from American customers. This also helpsLiu Detone to get rid of the negative impact on personal speech.
However, we also need to pay attention to the publication of the next list of subsidies and possible regulations, as well as specific actions by the United States. ChipsSubsidies though given to EuropeChipsThere is a glimmer of hope for the industry, but we still need to remain vigilant and look forward to the United States and Europe working together to drive the world forwardChipsThe development of the industry.