The United States has been trying to repeat its glory in the semiconductor industry, especially Biden** trying to achieve the localization of semiconductors. However, in the context of the global semiconductor industry is already highly fragmented, it is not easy to achieve the independence of the American semiconductor chain. In order to promote this plan, the U.S. semiconductor industry has spared no effort to adopt high chip subsidies, pressure "toolbox" tactics, investment review orders, and bans on advanced chip semiconductor equipment, in an attempt to expand the scope of U.S. technological hegemony and completely place the U.S. semiconductor industry on top of the world. However, Chang and Huang have made statements expressing pessimistic views on the independent actions of American semiconductors.
Zhang Zhongmou has warned about the plans of the United States for semiconductors, saying that the United States has far from enough investment in developing local chip manufacturing. At the same time, he also pointed out that it is difficult for American semiconductors to seek independence. The remarks showed Mr. Zhang's misgivings about the U.S. semiconductor industry. Although he changed his mind halfway through, believing that the U.S. restrictions on TSMC would be beneficial to its market share, he once again expressed his pessimism in the face of U.S. semiconductors' efforts to seek independence.
As a company that dominates the AI field and is expected to become the world's No. 1 semiconductor industry, Nvidia's CEO Jensen Huang has also publicly expressed his views. He said that it will take at least 10-20 years to achieve the independence of the first chain, and the United States semiconductor should not put too much energy into seeking the independence of the first chain, because it will face many challenges and uncertainties. Huang's argument is straightforward, suggesting that U.S. semiconductors are too idealistic in their quest for independence.
Based on the speeches of Chang and Huang, it can be seen that the independence plan of the U.S. semiconductor industry faces many challenges and uncertainties.
Today, globalization has become an irreversible trend. Businesses tend to expand into global markets and establish close ties with customers in various countries. Take Nvidia as an example, the company has been committed to doing business with customers in various countries. This is because globalization contributes to the long-term development of businesses. However, once the U.S. semiconductor industry enters a closed chain situation, companies such as Nvidia will face difficulties.
Many chip companies occupy a dominant position in the global market, and they are reluctant to close the ** chain in the short term. In the event of a large-scale supply outage, these U.S. companies, which have an advantage in the global market, will be hurt. In addition, the U.S. semiconductor industry has huge investments and arduous goals, and problems such as high investment costs and U.S. labor unions are also constraints. These factors make the independence of the ** chain face more uncertainties.
Today, Europe, India and other countries are promoting local chip manufacturing, setting up a barrier for the independence of the US semiconductor chain. This reflects a trend of de-globalization that has built more competitors for the U.S. semiconductor industry.
From three perspectives, the challenges and uncertainties facing the independent operation of U.S. semiconductors cannot be ignored. First of all, the development of globalization is unstoppable, and companies tend to expand the global market, which is contrary to the goal of American semiconductors seeking the independence of the first chain. Secondly, the independence of the ** chain requires a huge investment and time, and faces many obstacles. Finally, the trend of de-globalization has made the U.S. semiconductor industry face more competition and increased the difficulty of chain independence.
To sum up, it is difficult for the U.S. semiconductor industry to act independently. While the U.S. has been pushing for homegrown chip manufacturing and attracting partners, there are still many challenges and uncertainties. Take, for example, the statements of Chang and Jensen Huang, who were pessimistic about the independence of U.S. semiconductors. From my perspective, the U.S. semiconductor industry needs to carefully consider the current situation and challenges and develop appropriate strategies to ensure that it remains competitive in the global semiconductor industry.