According to the latest news,SamsungElectronics at the new plant in Taylor, USAMass productionThe launch will be postponed to 2025, which was originally planned for the end of 2024Mass productionThere has been a significant adjustment in timing. Industry observers have speculated that the delay may be related to U.S. subsidy policies. Under the U.S. CHIPS Act, the U.S. has pledged $52.7 billion in subsidies to companies building semiconductor factories there, but there have been delays in the disbursement of subsidies. Biden** is likely to prioritize up to $4 billion in subsidies to companies like Intel, raising questions about the fairness of the subsidy distribution. In addition, the cumbersome building permit process in the United States was also a factor contributing to the delay. Uncertainty in market conditions may further delay the decision. This makesSamsungElectronics faced a variety of complex challenges on the U.S. factory project.
The issue of subsidies has become an impactSamsungAn important factor in the progress of the construction of a factory in the United States. SamsungElectronic discovery that the subsidy disbursement process in the United States has been relatively slow, and compared with the promises of the CHIPS Act, it has not been carried out as originally planned. Recently, it was reported that Biden** may give priority to subsidies to companies such as Intel, raising questions about the fairness of subsidy distribution. In order to facilitate the subsidy process,SamsungElectronics USA actively organizes events in the U.S., highlighting the huge investments in semiconductors over the past 30 years, while expressing trust in the United States.
The cumbersome building permit process in the U.S. is also a factorSamsungA factor in the postponement of the Electronics Taylor plant. These procedures can take a lot of time and manpower, leading to the delay of the entire construction program. Although the industry has been recovering in semiconductor demand, the relevant decisions may be further delayed due to the uncertainty of market conditions. This set of factors makes:SamsungElectronics faced a number of complex challenges with the U.S. factory project.
withSamsungSimilarly, TSMC's 4nm process plant in Arizona has been postponedMass productionThe time has been postponed to 2025. The decision has also caused shock in the industry and concerns about the prospects of the semiconductor industry. The report reveals a multifaceted problem facing factories, including a lack of skilled labor, obstacles in the installation of machines, and overall weak demand for cutting-edge processes. In addition, the uncertainty of the payment of subsidies under the CHIPS Act and the negative impact on the progress of factory construction are also one of the reasons.
According to reports, the United States** has so far not allocated funds from the CHIPS Act signed in 2022, which could negatively impact TSMC's funding plans and factory construction schedule. TSMC recently lowered its financial metrics for 2023 and expects annual operating income to decrease by 10%, mainly because of almost all of themTechnologyOrders were weak in all product categories, except for AI chips. TSMC is not only facing huge pressure in the market, but also needs to deal with policy uncertainties, which has affected the construction process of the factory to a considerable extent.
In addition, the United States** required TSMC and other semiconductor companies to submit confidential data such as foundry inventory, orders and sales, sparking controversy over whether the United States treated the semiconductor industry fairly. This practice may affect the normal operation of enterprises and increase the uncertainty of the future of the semiconductor industry.
Market uncertainty forSamsungBoth electronics and TSMC share a common challenge. Although the industry's leading semiconductor demand has been sluggish since the second half of last year, there is still uncertainty in the market under the current situation, making companies more cautious in making decisions.
SamsungWhether the electronics will be able to follow the plan in 2025Mass production, which also depends on the recovery of market demand and the progress of the implementation of subsidy policies. Similarly, TSMC's 4nm process factories also need to deal with the impact of weakening market demand and policy uncertainty. The semiconductor industry is a key area of the global manufacturing industry, and the uncertainty of market demand will directly affect the investment decisions and capacity planning of enterprises.
However, despite some current difficulties and challenges, the outlook for the global semiconductor market remains promising. With the rapid popularization of new technologies such as 5G, Internet of Things, and artificial intelligence, the demand for semiconductor products will continue to grow. Moreover, countries have increased their support for the semiconductor industry and put forward a series of industrial policies and subsidy plans to promote the development of the semiconductor industry and the improvement of domestic manufacturing capacity. These policies and programs are expected to alleviate current issues and provide a better environment for businesses to grow.
In general,SamsungDelays at the Electronics Taylor plant and TSMC's Arizona plantMass productionAll of them have been affected by market uncertainty and policy factors. Despite some challenges, the long-term outlook for the global semiconductor market remains positive. With the development of new technologies and the support of various countries, the semiconductor industry is expected to achieve sustained and stable growth.