Seduce again? The chip subsidy has a specific time limit, and Raimondo will start allocating funds in the next two months!
Is it another way to turn the tiger away from the mountain? There is a clear deadline for chip funding, and Raimondo has two months left.
Huawei and TSMC first launched the world's first 5 nm chip, which alerted the U.S. semiconductor industry, and then launched it"Chip Rules", directly restricting U.S.-backed technology companies from cooperating with Chinese companies, while advancing plans to "transform domestic manufacturing."
In order to attract foreign investment, the United States introduced a $52 billion "chip subsidy" plan in August 2022, which has attracted many chip manufacturers to invest and build factories for more than a year, including TSMC, Samsung, Intel, etc.
Taiwan Semiconductor Manufacturing Company (TSMC) announced a $40 billion factory in Arizona; Samsung boasts of investing nearly $20 billion; Intel even said it would invest $100 billion in Arizona. The Biden team believes that if all goes well, "reinventing local manufacturing" will be a successful attempt.
But,"Chip subsidy"It has turned into a huge **, and the methods of obtaining subsidies are constantly changing, sometimes for weeks, sometimes for months, and in the end, due to lack of certainty, international chipmakers have also lost patience and abandoned the idea of applying for subsidies.
When Intel went to Washington to lobby for a waiver of the ban on upgrades, Intel made it clear that "there would be no point in building a world-class factory in the United States if the order from China was lost." In response, Intel officially shelved its $20 billion plant in Ohio.
All of this is obviously an expression of dissatisfaction with the United States' delay in subsidizing chips, and Raimondo has added another one"Ace"："The chip subsidy will be issued in the next two months. "
If it is released at this time, they will definitely not believe it, but judging from the current situation, the US subsidy policy seems to have ended, and if it cannot come up with substantial subsidies in another two months, those multinational companies may withdraw directly.
At present, TSMC, Samsung, SK hynix and other companies, due to the follow-up investment has been basically abandoned, have postponed the production date of the US factory, if the funds cannot be put in place on the same day, then the construction of the chip will be delayed, and it is difficult to say when it will be put into production.
The United States invited these international giants to build factories in the United States to prove that their ** chain is not something that local companies can solve, and although Intel is the largest chip manufacturer in China, it is only barely able to achieve the 7 nm process.
Compared with the high-end process of 3 nm, there are at least three generations of process, which is impossible to overcome in a short period of time, even if Intel orders the first batch of ASML 6 NA EUV lithography machines, high-end chips in the United States still have to rely on TSMC.
It is unrealistic to monopolize the global semiconductor market with nuclear energy technology and cutting-edge technology, and two months have passed, and the chipmakers have not yet given a satisfactory answer, and this plan of the United States is clearly not feasible.