Biden did not expect that China's countermeasures would take effect quickly, and the crisis of the "American Core Law" would continue to expand
The United States wants to revive the localization of chips, if the traditional way of development is difficult to succeed. The missing semiconductor industry chain cannot be made up soon, and the shortage of talent is also a major problem.
As a result, the United States enacted a $52 billion bill to allow giants such as TSMC to build factories in the United States. In order to prevent the development of competitors, Biden did not expect China's countermeasures to come so quickly"American-centric law"It's going to be a big deal.
Wafer manufacturing in the United States has changed from what it used to be, and global production capacity has dropped from 37% at its peak to 12% now, and even continues to decline.
In other words, chip manufacturing in the United States has also begun to rely on Asian factories such as TSMC and Samsung. As the originator of semiconductors, the United States cannot accept all this and is trying to change. On the one hand, the $52 billion chip subsidy bill has become the most important measure to subsidize enterprises, and on the other hand, it has further improved the chip ban.
Because there are requirements for the application of the US subsidy, that is, in order to obtain the subsidy, the company cannot invest in advanced semiconductors in the mainland for ten years, otherwise the subsidy will be withdrawn.
The purpose of the U.S. is for businesses to choose a market between the U.S. market and the Chinese market, placing themselves in between. Compared to the huge Chinese market, the amount of subsidies in the United States is likely to be much less attractive. It remains to be seen how companies choose, but what is known is that China's countermeasures are coming, targeting"Basic Law of the United States"Make a big fuss.
First of all, China has accelerated its plans to develop integrated circuits.
In recent years, China has continuously increased its support for integrated circuits, listed integrated circuits as a first-level discipline, and established integrated circuit colleges by using university resources to cultivate outstanding semiconductor talents.
In addition, the State-owned Assets Supervision and Administration Commission also said that it will increase investment in science and technology in key areas such as integrated circuits. The Ministry of Industry and Information Technology also said that it is necessary to promote the high-quality development of the integrated circuit and industrial software industry.
There is an official statement, which means that the national integrated circuit will usher in a bigger one"National team"Strength. Whether it is the support of enterprises or the establishment of scientific research institutions, I think we can take advantage of the trend. In the context of countries around the world to increase the layout of the integrated circuit industry, China is also accelerating the formulation of integrated circuit development plans, with the goal of achieving a chip self-sufficiency rate of 70%.
China has a rich semiconductor industry chain, although the overall level still has a lot of room for improvement, but some specific areas have reached the top level, such as micro-semiconductor etching machines, which have made breakthroughs in the 5nm process. I thought, there is"National team"Other semiconductor manufacturers can also make greater progress.
Second, countries and regions should reduce their technological dependence on the United States.
The chip rules of the United States mean that many domestic ** companies cannot conduct business normally, ASML cannot freely ship EUV lithography machines, and Japan must also join the US camp to participate in the restrictions. If these conditions continue to deteriorate, there is no guarantee that the revenue and profits of the ** merchant will not drop significantly.
The reason why the United States frequently revises the chip rules is because the United States has a wide range of technology coverage, as long as the United States reduces its dependence on technology and improves its central discourse, it is very promising to take the market into its own hands.
Therefore, Samsung officially announced that it will invest 300 billion won (about 1.) in the next 20 years58 trillion yuan), with this money to build 5 high-end chip production lines, to build the world's largest semiconductor production group in Yongin, Gyeonggi Province, South Korea.
With Samsung's strength, if it dominates such a large semiconductor industry group, I am afraid it will bring a lot of pressure to TSMC. TSMC is also working to reduce U.S. dependence on Japan for factories and is considering building Europe's first integrated circuit factory in Germany.
It is said that the negotiations between TSMC and Germany have reached an advanced stage, and if TSMC sets up a factory in Germany, the United States will concentrate industrial chain resources in order to make it more difficult to master. While U.S. technology leads the development of the semiconductor industry, it has also become a factor that restricts and restricts the ever-expanding.
Not only will the United States restrict businesses, but the restrictions on ** businesses will also change. The United States is now a good illustration of what it means to be unjust.
Bill Gates has said that the United States cannot stop China from having powerful chips. The more it is stopped, the more the United States will lose many high-paying jobs. Judging by the mass layoffs in American companies, Bill Gates' prediction has come true. More and more Americans are being laid off, and many Chinese scientists are returning to China to develop.
At this critical moment, China has begun to counteract chip rules and increase the intensity of national integrated circuit development planning to provide a better market environment and a better scientific research atmosphere for enterprises and scientific researchers.
The reason why the chip industry can grow and grow is inseparable from globalization, and the United States has also benefited from globalization to buy chips from all over the world. Otherwise, no matter how good the chip products of American companies are, it will not make much sense if they do not enter the market.
China is the world's largest consumer market for chips and a major buyer of chips from the United States. If the United States does not look back, the chips will only be in their own hands.