TSMC Samsung responded positively, and the U.S. subsidy was only 20%, and now it regrets not being at the beginning
With the promulgation of the "chip law" in the United States, the chip subsidy program in the United States is also in full swing, and industry rumors say that as long as it responds to the American demand put forward by TSMC, or only gives about 20% of the subsidy, local chip companies in the United States account for the majority, which makes TSMC and Samsung quite frustrated.
According to the grapevine, local chip companies in the United States, such as Intel, Microphotoprotein, and Texas Instruments, have received a large number of subsidies, of which 32%, 21%, 14%, Samsung 13%, TSMC 10%, obviously, compared with the local in the United States, TSMC and Samsung have a much less positive response to subsidies.
The reason for this situation is entirely because of Intel and other local semiconductor companies in the United States, since the United States announced subsidies for chips, local chip companies in the United States, including Intel, have done a lot of publicity to American chip companies, and their goals have finally been achieved.
Although Intel has received a large chip subsidy, it has no plans to build a first-class integrated circuit manufacturing plant in the United States, and Intel's fourth factory in Ireland has just been completed, and it is preparing to mass-produce a 7nm process within the year, which is not compatible with the United States' desire to develop its own chip production.
In fact, for domestic chip companies in the United States, it is not necessarily able to improve their research strength, Intel has already made billions of dollars before Intel has started to make profits, which means that Intel has encountered a bottleneck in the semiconductor process, not because of insufficient money, but because their technical strength is not enough.
Intel's decision can only prove that the United States is not good at developing the semiconductor industry, the reason is that the cost of products in the United States is too high, the cost of labor, energy and land in the United States is much higher than that of countries such as Asia, and there is a shortage of labor, especially in the past two decades, Americans have embarked on a better network industry, so few people will do this thankless thing.
In order to develop the semiconductor industry, the United States did not hesitate to persuade TSMC and Samsung to let them build factories in the United States, and the United States also tried its best to let TSMC, Samsung and other companies hand over secret information to them, and then give them some rewards.
TSMC and Samsung both set up a wafer factory in the United States and invested tens of billions of dollars, but the subsidies they received were three billion dollars, while Samsung received more subsidies, which made TSMC very uncomfortable.
The billions of dollars in subsidies received by TSMC and Samsung will be constrained in the future, especially China, because it is the world's largest chip market, and TSMC and Samsung will be hit hard because of this. In 2021, China bought $400 billion worth of chipsTaiwan, China has sent more than 10 million US dollars of chips to Chinese mainlandSouth Korea's chips account for 60% of Chinese mainland's market share, and everyone is working hard, and it is clear that Chinese mainland's chip income is far less than the US subsidy.
Now TSMC and Samsung are both building factories in the United States, the United States is holding a knife, TSMC and Samsung can only be slaughtered by others, perhaps, they have begun to regret their choice.
The United States has developed steadily, but China's semiconductor industry has entered a period of rapid development since 2019, with chip imports falling by 43 billion in 7 months, but increasing by 20%, showing that China's self-developed chip capabilities have been rapidly improved, and gradually going abroad, showing that the United States' suppression of China is an incentive for China's semiconductor development.
In fact, there is a problem with chips in the United States today, that is, there are more and more chip stocks in the United States, and American chips beg Chinese companies to buy more American chips, and the United States can be described as self-inflicted humiliation.