With the rapid development of science and technology, the manufacturing mode of semiconductor chips, which is the core component, has attracted more and more attention. Samsung and TSMC have successively announced the news of setting up factories in the United States, which has made the semiconductor industry around the world look sideways. However, the situation suddenly changed, and the plan suddenly "reversed", and some foreign ** said: all "changed faces"; At the same time, the competition between China and the United States in the field of technology and the power of the global ** chain have also caused people to think deeply.
The United States has always wanted to control the semiconductor industry in the United States, and has tried to increase its domestic chip production capacity through investments from companies such as Samsung and TSMC. However, after the United States got its wish, its attitude took a 180-degree turn. The move to revise the $52 billion chip subsidy bill and require companies to hand over core data shows how volatile and selfish U.S. policy is.
In this context, both Samsung and TSMC recognize the dangers posed by relying on a single market or one country. That's why the two of them will "change their faces" at the same time! Samsung Samsung has decided to invest 300 trillion won in South Korea to build the world's largest semiconductor industry cluster; Taiwan Semiconductor Manufacturing Company (TSMC) is also targeting Taiwan Province and is preparing to build a state-of-the-art process for 2 nm. This series of moves is obviously in response to the sudden change in US policy and its persistence and persistence in the domestic market.
In addition, the Chinese market is changing rapidly. China's technology industry is developing rapidly, and the market demand for semiconductor chips is also increasing. Samsung, TSMC and other large chip manufacturers, of course, will not let go of this huge business opportunity. As a result, they adjusted their production schedules and reduced U.S. production to accommodate China's needs; However, Samsung and TSMC have made a mistake, over the years, with the United States suppressing Huawei, SMIC and other countries, many domestic companies have given up their plans to buy chips from abroad and choose domestic alternatives.
However, this also begs the question: in today's world, in a highly interconnected world, it is not feasible to artificially split the ** chain and engage in technological bullying. The change of industrial policies in the United States for Samsung, TSMC and other industries not only harmed the interests of the company, but also shook the stability of the world's leading chain. In stark contrast, the Chinese market has shown great potential for development and has gradually become a major driving force for the development of the world's semiconductor industry.
The development of China's high-tech industry is not an overnight thing, but is based on a long-term national strategy and market needs. From the state to enterprises, they attach great importance to scientific and technological innovation and talent training, and continue to increase investment in important industries such as semiconductor chips. In this environment, a large number of world-class technology companies such as Huawei and SMIC have made remarkable achievements both at home and abroad.
But at the same time, we must also see that there are still some technical bottlenecks in the development of semiconductor chips in China, as well as fierce competition from all over the world. Key core technologies cannot be purchased or exchanged, and if we want to make substantial breakthroughs, we must take the road of independent innovation. China has made it clear that it will vigorously develop the semiconductor industry, strengthen the integration of the industrial chain and the cultivation of talents, which will lay a solid foundation for the sustainable development of the industry.
In this situation, Samsung and TSMC have adjusted their production plans, penetrated into the local market, and actively established closer relationships with Chinese companies. They know very well that if they want to survive in this fierce market, they must have their finger on the pulse of the Chinese market. At the same time, Chinese enterprises have also gained a lot of valuable experience and technical support in this process, thus accelerating China's development in this area.
The "reversal" of Samsung and TSMC's plans to set up factories in the United States highlights China's influence on the world's semiconductor industry. Facing the future, we must continue to deepen reform, expand opening up, and create an external environment conducive to the healthy development of China's high-tech industry; On this basis, we will further strengthen international cooperation and exchanges to promote the vigorous development of the world's semiconductor industry.