Recently, the United States announced the 2022 ".Chipsand the Science Act's first R&D investment project, which intends to invest $3 billion to develop advancedChipsPackaging industry. The news caused some concern, and many people thought it was the American homelandChipsThe industry is about to re-emerge. However, this is not the case, the United States still faces a fundamental problem, and TSMC as the United StatesChipsOne of the victims of the reshoring of the industry complained about this. This article will look at a number of aspects of the United States at the high endChipsThe challenges and shortcomings of the development of the field, as well as the comparison with the Chinese market, reveal that the United States is vigorously developing high-endChipsThe problems faced by the industry.
The United States willChipsAs the first R&D investment project, there are two possibilities behind the packaging industry. The first possibility is that inChipsIn the case of a bottleneck in machining accuracy, the United States chose to passEncapsulation technologyto improveChipsComputational efficiency, which is a feasible path. However, the United States does not seem to have much hope for this, as it was the first R&D project, which received only $3 billion in investment. This makes me personally more inclined to the second possibility, which is that the United States wants to build in the United States by attracting more businessesChipspackaging plant, thus driving the wholeChipsThe operation of the chain. However, suchChipsFor the United States, the project is only a palliative measure.
In addition, over the past year, the United States has attracted some through its subsidy policyChipsCompanies come to the U.S. to build factories, but some of them come for profit. As a result, it has become increasingly difficult to approve projects, so the United States has launched a new package factory program to try to attract more entrepreneurs to seek project subsidies. However, there are still doubts about whether these projects can be truly implemented and turned into actual product pipelines.
As the United StatesChipsOne of the victims of the reshoring plan, the founder of TSMC, has criticized the U.S. plan and complained about it in three main areas. First of all, labor costs and production costs were too high, and TSMC had difficulty finding suitable employees in the United States, so it had to transfer employees from Taiwan to the United States. Moreover, the construction cost alone is four times that of Taiwan. Secondly,United States**Although TSMC invests more than $30 billion a year in the United States, the total subsidies in the United States are less than $40 billion. In the end, the United States lacks adequateChipsmarket, this is the United StatesChipsThe root cause of the slow progress of the relocation plan.
The fatal weakness of the United States is precisely China's greatest advantage. The data shows that China imports from the NetherlandsLithography machineThe volume increased 10 times year-on-year in September. Behind this lies China's hugeChipsConsumer market. withChipsIncrease in orders,ChipsProduction costs will be reduced gradually. PlusHuaweiKirin 9000sChipsIn the future, China is fully capable of going hand in hand in both the high-end line and the low-end line, and the low-end line can also help share the cost of the high-end line. By contrast, if the United States continues to be at the high endChipsRunning blindly on the production line, you may face a real problem, that is, withChipsAs technology becomes more sophisticated, the consumer market and application scenarios will become more and more limited, and the already limited ones will beChipsIn the consumer market, high-endChipsHow can the production line be profitable?
To sum up, the United States is on the high-endChipsAlthough the investment in the industry has a certain significance, it faces many difficulties and challenges. Whether it is to attract more companies to invest and build factories, or to compete in the Chinese market, the United States has developed high-endChipsThe industry is facing a lot of difficulties. TSMC, as a victim, has quite a problem with this, and its criticism also reveals the United StatesChipsSome issues in the reshoring plan. In contrast, ChinaChipsThe market is huge and has potential, coupled with the gradual reduction of production costs, China will be at the high end in the futureChipsThe industry has great potential for development.
Judging by the current situation, the United StatesChipsAlthough there are certain moves in the reshoring plan, its predicament is inevitable. Whether it is faced with the challenges of labor costs and production costs, or the lack of sufficientChipsThe market has made the United States at the high endChipsThe development of the industry is facing a severe test. In contrast, the huge potential of the Chinese market and the gradual reduction of production costs to ChinaChipsThe industry brings unprecedented opportunities. China and the United States are inChipsThe competition in this field will become more and more intense, and I believe that China has the ability and willingness to increase investment and promote itChipsSustainable development of the industry.