The 280 billion chip subsidy is difficult to solve the inventory problem, and Chinese manufacturing benefits
The U.S. proposed a $280 billion chip subsidy plan continues to cause controversy, some people think that this will have a greater impact on China's chip research and development, but the reality is that the U.S. chip inventory is increasing, so they implore Chinese manufacturers to increase the number of U.S. chips** to help alleviate their own chip inventory shortage.
The United States has come up with a $280 billion chip subsidy, on the one hand, to support chip manufacturers in the United States, and on the other hand, it is also to allow more chip manufacturers to build factories in the United States, but the current production capacity of American chips is not bad, there is a surplus of chips, and chip inventories are also very high.
The inventory of chips, the first to bear the brunt of the United States radio frequency chips, analog chips and other industries, coupled with the decline in global sales of mobile phones, computers, TVs and other products, has led to a continuous decline in demand for chips, resulting in a serious surplus of chips, in general, there is no way to do chips in the United States.
Secondly, the United States has been in a leading position in the field of integrated circuit research and development, more than 10 years, the United States in the field of integrated circuit innovation gradually slowed down, and finally fell back to the same level as other domestic semiconductor companies, reduced to an assembly semiconductor company. Qualcomm has always used its own processors, but with the Snapdragon 835 opting for the ARM architecture, Qualcomm's processors are not much different from MediaTek's.
The United States has once again tied its own hands, and since 2019, the United States has banned Chinese companies from purchasing American chips. The United States has banned China from purchasing chips, which has undoubtedly created a situation of surplus. All of this has deprived the U.S. chip of a competitive advantage.
Even if the United States provides $280 billion in subsidies, it will not improve the problems of the United States, because the lack of funds will not promote its chip technology innovation. For example, Intel and Qualcomm, for more than ten years, the net profit is more than 20%, Intel is hundreds of billions of dollars a year, the early TSMC's profitability is even worse than Intel, and Intel's development in the high-end process, is gradually left behind by TSMC, obviously, Intel and other American semiconductor manufacturers, in scientific and technological innovation, is not a problem of funds at all!For U.S. chip companies like Intel, funding doesn't show that they're lagging behind in technological innovation.
TSMC and Samsung, etc., have set up factories in the United States, but because the production capacity in the United States is too high, it is difficult to make a profitEven Intel in the United States has never set it up in the United States, and even the most cutting-edge Intel (Intel) No. 4 plant is located in the United States, far from Ireland, so it is doubtful how attractive the United States ** subsidy to the company can be.
In stark contrast, the experience of Samsung and TSMC in the United States has made many semiconductor manufacturers feel uneasy. Under pressure from the United States, Samsung and TSMC have gone to the United States to build factories, but they have not received subsidies so far, while American companies such as Intel and Qualcomm insist that they only provide subsidies to American chip companies, which has made many other American chip manufacturers deeply suspicious of setting up factories in the United States.
In stark contrast, with the active promotion of the United States, China's rapid development in the field of chips, in just a few years, China's chip production has jumped from the first position to the third place, and China's chip companies are constantly surpassing American chips. Due to the imitation of the characteristics of American chips, the price of China's chips is only 1 4, and the extremely low price makes China's chips deeply loved by the Chinese people.
The large-scale subsidy of the United States for American chips does not necessarily improve the strength of its independent research and development, on the contrary, it will make the American chips more nervous, and Chinese companies will try their best to impose more restrictions on American chips to make it more difficult for American chips, which is simply asking for trouble.