The United States needs chips, but its own production is not strong, and it may rely on China**.
Data shows that in 2023, the United States will account for nearly 50% of the global chewing gum market, which means that American chewing gum companies occupy half of the country.
In fact, it is not difficult to understand that Intel and AMD in the CPU field, NVIDIA and AMD in the GPU field, Qualcomm and Apple in the SOC field, and many other integrated circuit products, the main companies are in the United States, so it is normal for them to occupy half of the country.
However, although the United States already accounts for half of the global chip market, there is one problem that is increasingly affecting the United States, and that is chip manufacturing.
Data show that at present, the US chip production capacity accounts for only about 10% of the global chip production capacity, and more than 80% of the US chips are manufactured outside the United States, such as Chinese mainland, Taiwan, Singapore, South Korea and other places.
China (including Chinese mainland, Taiwan, Hong Kong) has one of the highest manufacturing percentages, accounting for about 60% of all tablets in the United States.
As a result, the United States has been reluctant to accept it, and wants to revive the chip manufacturing industry, so that the United States has chips and manufactures them in the United States.
However, although this bill was proposed two or three years ago, there is little progress at present, whether it is TSMC Liana factory or Intel factory, the progress is worrying, and it is still unknown whether it can be put into production as planned in the future.
At present, there is a consensus in the industry, that is, the United States wants chips, but it will definitely not be able to manufacture them, no matter how hard it tries, the result is: the United States wants chips in the future, but it still has to rely on China to manufacture them.
Why? The reason is that tablet manufacturing is not only a technical and chain issue, but more importantly, a commercial issue. The wafer industry is a large-scale, highly labor-intensive, complex, and fast-growing industry, but at the same time it is also highly commercialized.
In short, this product ultimately depends on cost performance and quality to win, especially in the case of rapid iteration and continuous updating, if the quality cannot win, it will be eliminated by the market.
There are several obvious advantages of building chips in China, one of which is that there are more land resources, which means that Japan, South Korea and other places cannot be compared with wafer factories that need to occupy a larger area.
Second, abundant resources: China has all the energy and water resources it needs, which is unmatched by other regions.
Third, it is impossible to find such relatively cheap, skilled, and readily available overtime jobs in China on a global scale, nor can it be so efficient in the United States to realize the capabilities of Chinese workers.
In addition, China has the most stable industrial system in the world, and the industrial chain is very rich. Among them, the one built with Chinese mainland as the core has the lowest cost in the world, and the one built with Taiwan as the core has the second lowest cost in the world, which is said by the boss of a Taiwanese biscuit factory.
Once a chip is produced, it must be sold all over the world, and the technology is constantly updated every year. Lower costs, good worker management, abundant labor and abundant resources are the biggest competitive advantages.
Therefore, China is naturally the manufacturing center of Ejiao, which means that the United States cannot change this fact, so the industry believes that no matter what the United States does, in the end what the United States wants is Ejiao, and the United States will definitely not make it, but it must also be made in China.