Nvidia announced a plan for 300,000 chips**, and Intel followed suit.
It was at this time that Biden wanted the rapid growth of chip manufacturing in the United States and return to the reign of "American chip production". In such a situation, many American companies have become interested in American-made chips. However, most companies are not as pragmatic as Nvidia.
Take Nvidia, an important supplier of TSMC, for example, which has generously ordered a large order of up to 300,000 chips for Intel in the United States.
Nvidia, on the other hand, has been helping Intel improve its chip manufacturing capabilities and help the United States make chips. In the final analysis, semiconductor products in the United States are manufactured by American companies themselves. However, with the release of Nvidia's official statement, Intel immediately released another bombshell.
Intel has previously said that it will build a factory based on the needs of the U.S. market. Intel expects the contract with Nvidia to accelerate the construction of a new chip factory in the United States. However, Intel said it had originally planned to start chip manufacturing next year, but it was ready to delay the construction of the chip factory due to difficulties in obtaining financing. In general, Biden's team has given companies an opportunity, that is, the companies that build these chips, as long as they get the money, can put into the work of manufacturing chips.
According to the authors, both pressures have prompted Biden to make a quick choice.
First of all, because Nvidia gives Intel a large number of orders, they give their products** to Intel. Intel's goal is also very clear: to get these subsidies out as soon as possible, and they don't want to start production without subsidies. But Nvidia may not be able to wait for Intel to take measures, once Intel's factory cannot produce quickly, then Nvidia has the opportunity to hand over its ** chain to a manufacturer like Samsung.
Biden does not want such a situation, because improving the core manufacturing capacity of the United States is already in front of him, and if he misses it, the semiconductor industry in the United States will be completely contained. In addition, other wafer makers will feel powerless as they have to reduce their demand for TSMC's supply and expand their supply channels.
Second, as Nvidia's presence in the U.S. grows, some South Korean companies have expressed interest in building factories. Among these companies, SK hynix may invest CNY 15 billion to build a new chip factory in the United States. However, if Nvidia has sufficient market demand, SK hynix will not make a serious evaluation of this idea. This move will enhance NVIDIA's global competitiveness, and at the same time, it will also have a certain impact on the semiconductor industry in the United States, thereby stimulating foreign companies to develop in China.
If Nvidia is in trouble in chip manufacturing, it will not be able to replace Intel, and the competitiveness of the United States in semiconductor chip manufacturing will be hit harder. And at the end of this year, the United States** announced a subsidy plan for chips.
Now, despite repeated promises to decide to subsidize chip manufacturers like Intel in the coming weeks, there has been little real action, otherwise Intel would not have reiterated its difficulties with chip subsidies. Now that Nvidia has re-issued a new order, it may be difficult for Biden's ** to grasp this opportunity.
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