The supply of chips was cut off, and the United States made a mistake in calculation, and China and South Korea were unhappy
As we all know, the United States once wanted to implement emission reductions in China's semiconductor wafer field, and roped in Japan, South Korea and Taiwan to form the so-called"Chip Quadripartite Alliance", but ultimately failed to implement restrictions.
Now, the United States is here again and has launched a new strategic deployment, and I have to say that the United States' abacus has been broken, China is not good, and South Korea is not happy!What the hell was sent?
After all, some time ago, the United States has launched two strategic deployments, one of which is to continue to impose restrictions on the development of China's semiconductor field, through semiconductor manufacturing equipment, chip production capacity and other aspects of impact.
The purpose of this is obvious, and the United States is being affected by the rapid development of our country"Threats"Therefore, it is necessary to consolidate its strength in the semiconductor field so as not to be overtaken.
The second strategy is the shortcomings of the United States in the field of manufacturing, trying to make up for it by calling on the world's major manufacturers to build factories in the United States, such as TSMC, Samsung, SK hynix, etc.
In addition to compensating for manufacturing deficiencies in the semiconductor sector, the aim is to integrate international manufacturing clusters and combine factories, R&D labs, materials and equipment vendors into one ecosystem.
It is worth noting that the most important point is that this ecosystem is located in the United States, which means that the United States wants the world's major semiconductor companies to gather in the United States to gain control of the global semiconductor industry chain.
The consequences of this plan will be ugly for China, and the results of cutting off chips and semiconductor equipment** will lead to the choice of self-sufficiency in semiconductors in various countries, which cannot be realized in a short time.
For the former United States, the chip subsidy law is the first step of this plan, and the chip subsidy policy not only brings the promotion of advanced chip process research and development to American companies, but also brings together a number of well-known enterprises.
However, based on the special policies of the United States, the integrated circuit subsidy bill contains many restrictions and requirements, which is a certain burden for the major well-known semiconductor giants, and TSMC has been affected by major American companies"Cold reception"South Korean companies are also not to be outdone.
Supporting requirements for the Chip Subsidy Act:
First of all, enterprises that will invest in China's chip and semiconductor industries in the next 10 years are not allowed to increase their investment in expanding production in the next 10 years under the condition that they originally had old factories in the mainland market.
Secondly, when building a factory in the United States, it is necessary to provide free childcare services for employees, that is, to set up a free kindergarten in the factory, the overall investment will increase, and the management will be difficult to coordinate.
Not to mention that free childcare is a problem, it is difficult for Korean companies to accept that they will not be able to invest in the semiconductor chip industry in the Chinese market in the next 10 years.
You must know that the wafer manufacturing area set up by Samsung in Shi'an, mainland China, accounts for 40% of the company's total NAND flash memory chip production, which can be said to be very large.
On the other hand, SK hynix's Wuxi and Dalian factories in mainland China also account for more than 50% of the company's total production of DRAM memory and 20%-30% of the total production of NAND flash memory chips.
Facts have proved that Samsung and SK hynix's NAND flash memory chips and DRAM memory stand out in the industry, especially Samsung's sales and strength of these two products are at the forefront of the industry.
The importance of Korean companies in the Chinese market and mainland factories can be seen from the data, but it also means that Korean companies are building factories in the United States after encountering difficulties.
According to the "Korea Economy", a number of South Korean semiconductor companies, including Samsung and SK hynix, are struggling with whether they can apply for subsidies for chip production in the United States, and want to know when the chip production subsidies will be issued, which means that they will almost give up the Chinese market.
Moreover, the requirements brought about by the chip subsidy are also complex, whether it is free childcare or the welfare system for employees in the United States, it will cost a lot of money.
According to the "Seoul News", using subsidies as bait, the United States has successfully attracted a number of semiconductor giants, including Samsung, SK hynix, and TSMC, to build factories in the United States, but has issued harsh and unfair requirements.
In order to cater to a number of American companies such as Intel and Micron Technology, there are no cases and plans to build advanced technology factories in the mainland, which is unfair compared to the top companies in various parts of the mainland.
It can even be said that they are completely centered on their national interests, and do not take into account the cost and situation of major semiconductor companies to build factories, and it is likely that TSMC, Samsung and SK hynix will also be included"Excessive benefit-sharing"category.
Judging from the current situation, whether it is TSMC's"Stand by and watch", or Samsung, SK hynix with the same huge amount of money to build factories, the current situation is not friendly, there is no doubt that the choice of the United States to build a factory is wrong.