The United States pressured TSMC and Samsung, but China accelerated their overtaking
According to the report, China's share in the world has risen to 24%, while the United States' share in the world has fallen to 11%, which shows that the United States spent $50 billion to persuade TSMC and Samsung to build factories in the United States, but it has not been able to reverse the decline of the United States.
The United States has long realized that the diffusion of the semiconductor industry in the United States will have a great negative impact on the United States, so the United States has introduced a $50 billion subsidy program to encourage Intel, Micron and other companies to speed up production, and put pressure on TSMC and Samsung to build factories in the United States.
But when TSMC and Samsung built factories in the United States, they found themselves in a trap, TSMC got 10% of the large number of chip subsidies promised by the United States, and Samsung got 13%, which was less than one-tenth of their total investment in building factories in the United States, coupled with a series of policies introduced by the United States, which made it difficult for them to bear the money.
On the other hand, after TSMC and Samsung went to the United States to build factories, they found that the chip produced in the United States did not increase by 50%, and the industry that followed TSMC to build a factory in the United States also said that the chip produced in the United States was three times that of Taiwan, and the United States could not find enough professionals to produce it, and TSMC was also prohibited from introducing a large number of chip production technology personnel from Taiwan, making TSMC unable to produce on a large scale.
The tragedy of TSMC and Samsung also affected the semiconductor companies in the United States, Intel Corporation's Intel Fourth Factory, not in the United States, but in Ireland, which made the recovery of chip production in the United States very slow, and ultimately caused the United States to decline its share in the world.
This is especially true of China relative to the United States. China has been determined to vigorously develop the chip industry since a few years ago, and in the face of the United States preventing high-end chip manufacturers such as ASML from providing high-tech products to China, China is determined to develop mature processes and build a number of chip factories in China.
In 2016, China's chip production has surpassed that of the United States, and China's chip production has exceeded 16% of the world's in 2020, compared to the proportion of the United States has fallen to 12%, which indicates that China's large-scale expansion of chip production capacity has begun to bear fruit, and now China has established more than 40 chip production plants, and more than 20 are under construction.
With the development of the chip manufacturing industry, China has also made great progress in the field of chip design, and in the fields of storage, analog, RF, etc., China has the process capability below 10 nm, providing more support for China's chip market.
Since the second half of last year, China's chip manufacturers have proposed higher prices, forcing Samsung, Taiwan Union, PSMC and other manufacturers to lower the price of their products, which shows how much impact China's large-scale expansion of chip production capacity has had on the semiconductor industry in the whole world.
The United States spent $50 billion to expand the chip production capacity of the United States and improve the process technology, but now it seems that it has not achieved the expected results, whether in chip production, or in high-end technology fields such as TSMC and Samsung, it has not achieved the expected results, and even the chip industry in the United States is constantly improving, showing that the United States is constantly improving.