When the time erupts, the United States will be a killer, and the catastrophe of foreign media destruction may be imminent
I think everyone has seen that in recent years, the United States has been cracking down on and sanctioning China's integrated circuit industry, from Intel cutting off Xeon processors, to the United States cracking down on Huawei, to banning ASML from providing EUV lithography machines to Chinese companies, prohibiting American companies from manufacturing equipment for integrated circuits below 14 nanometers to Chinese companies, and now Japan and the Netherlands are jointly trying to cut off DUV lithography machines.
In the face of this situation, many people in the industry can't help but ask, why does the United States, where the chewing gum industry is so developed, dare not compete fairly, but rely on hegemony?It is true that the chewing gum industry began in the United States, and the United States has also occupied a leading position in the chewing gum industry for a long time, but in recent years, the United States has not taken a significant lead, and even some areas have fallen behind.
For example, in terms of wafer design, the world's first mass-produced 3-nanometer wafer came from a Chinese company, which also completed wafer testing;In terms of wafer manufacturing, Chinese companies reached 7nm earlier than American companies, and Chinese mainland's wafer production capacity is at least 25% higher than that of the United States;In terms of wafer packaging, we have reached 4 nanometers.
In particular, it is necessary to mention chip manufacturing, TSMC and Samsung are already significantly ahead of Intel, so the United States still has a certain advantage in the chip industry, and it should be reduced to a second-rate country in chip manufacturing, so on the one hand, we see that the United States is suppressed in the chip industry in the whole range, because we are developing very quickly in the whole range.
At the same time, TSMC and Samsung were half-forced to build chip factories in the United States, hoping to make up for the major disadvantages of chip manufacturing.
According to foreign media reports, although the United States has proposed a $39 billion chip subsidy and has begun to open applications, the conditions for obtaining subsidies are much stricter and harsher than imagined, and even the subsidized companies will go bankrupt, in fact, this mainly refers to Samsung and TSMC.
This is because the United States has put forward four demanding requirements: First, if the wafer subsidy reaches 1$500 million, the company must submit detailed cash flow financial data to the United States;Second, if the company earns excess profits, the U.S. must enjoy a share of the profitsThird, after reaching the agreed threshold, the company must return a certain percentage of the funds;Fourth, U.S. institutions have access to cutting-edge wafers in production.
In the case of TSMC and Samsung, both companies have invested nearly $60 billion in the United States, so the available subsidies applied for must be much more than $1$500 million, so these harsh conditions are simply tailor-made for Samsung and TSMC.
The excess rebate and agreed thresholds mentioned in the article are not specified in detail, which means that the U.S. can set the amount arbitrarily. Therefore, TSMC and Samsung's factories in the United States are like money-making machines in the United States, which will not only withdraw subsidies one after another, but also share profits and master all the secrets of the company, including the most core technology.
We see that the United States is transforming TSMC step by step"U.S. semiconductors", transform Samsung step by step"American star"But we are not surprised, because in terms of integrated circuit manufacturing, Intel is the pro-son of the United States, and it is impossible for the United States to provide large sums of money for Intel and Samsung to continue to grow. It is unlikely that the U.S. will provide large sums of money for Intel, TSMC and Samsung to continue to grow.
The United States has previously pointed out that 90% of high-end chips in the United States are produced abroad, which is unsafe. Obviously, the implication is that the high-end chips in the United States will be completed by domestic companies in the future, and TSMC and Samsung are the stepping stones for the United States to achieve this goal, because they not only have the technology, but also have many experienced engineers.
The picture we just saw is like this: the United States got the technology through the American factories of TSMC and Samsung, and realized the reversal of American chip manufacturing technology step by step, while TSMC and Samsung were dragged down by the American factories step by step, but the profits earned were constantly siphoned off by the United States, so that the money made in it became less and less, and the technology became more and more regressive.
The United States used wafer subsidies as bait, but in the end it became a vampire that sucked up TSMC and Samsung, but all this technological hegemony of the United States is now just a paper tiger in front of us, we have not only launched the Chinese version of the wafer standard, but also the Chinese version of the wafer equipment standard, in fact, some time ago the American think tank has said that the United States' initiatives are de-gorgeous on a global scale, and in the foreseeable future, China will play an important role in the ** chain. Do you agree with the American think tank?If you agree, tick it"Yes"。