The European Union announced new rules to manipulate the chip market, learning from the United States to stop Chinese companies?
Text: Dog Tricks.
In order to stimulate the country's semiconductor industry, the European Union immediately proposed a subsidy plan of 43 billion yuan to Europe, and vigorously supported foreign companies to establish their own semiconductor production bases in Europe. Among these companies, TSMC and Intel have already received more than 15 billion yuan in chip subsidies, and they are interested in expanding into Germany.
It should be pointed out that unless the above subsidies are withdrawn, it will be difficult for TSMC and Intel to continue to receive such subsidies, and Germany will continue to subsidize them in the near future. From this point of view, there is still a lot of interest in domestic chips in Europe.
It's not an easy task, though. This is due to the official publication of a new rule in Europe, which is also an integral part of the law on subsidies for chips.
According to the European Council, the bill will prompt European countries to increase their control over foreign investment in their own sensitive industries. In short, not all companies can set up factories in Europe and get subsidies. In stark contrast, companies cannot set up factories in Europe without the corresponding regulations.
From cars to chips, this over-the-top protection is not surprising, as the EU now looks to be starting to go downhill.
ASML frankly says that the new rules they have put in place are nothing more than to control the entire chip market, allowing European companies to quickly form their own semiconductor industry. However, this is not an easy task, and there are many more challenges ahead of us.
However, what will happen to the European chip market compared to us, and what we are more concerned about is whether this new EU rule will be more directly targeted?
The reason is that many industry analysts believe that the new regulation is aimed at Chinese companies. After careful study, it is not surprising that they were able to make such analyses and predictions. First, Chinese companies are unlikely to give up on their foray into Europe until many make it clear that they are taking a position. In addition, Chinese companies have not been very friendly to Chinese companies when they enter Europe. Now, in Europe, investments are reviewed in the same way as in the United States.
The United States, on the other hand, has reviewed investments by Chinese companies and has not allowed them to set up factories.
Therefore, we wonder if Europe will also want to block Chinese companies from overseas markets in Europe, as the United States has done.
If that happens, Europe will be in even greater trouble. First of all, they cannot ignore our existence. In the European Countervailing Act, we made it very clear that no measures will be taken until the last resort and the last resort. If Chinese companies are significantly excluded from the list this time, many companies that sell European products to the European mainland will face an extremely serious situation.
Moreover, because the semiconductor industry itself has global characteristics, even if the United States introduces a set of subsidies for chips, it cannot completely eliminate the country's integrated circuit industry pattern. For example, TSMC claims to reduce its dependence on TSMC's local supply, but the fact is that after setting up a factory in the United States, it will send back important parts that it cannot handle for assembly.
The current semiconductor industry is already at an absolute disadvantage, and can only be self-satisfied in a short period of time through various means, resulting in a situation where supply exceeds demand. Either the output cannot meet the needs of the market. By this time, almost every company was targeted, and Europe did nothing good. This is due to the fact that these regulations are not in line with the current state of development of the semiconductor industry in Europe.
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