The $53 billion subsidy has not been effective, and the development speed of China's chip manufacturing has surpassed that of the United States!
As everyone knows, the United States is the creator of integrated circuits, and the United States has always been in a leading position in the development of integrated circuits, and the United States will never allow other countries and regions to threaten it.
However, by 2020, the U.S. will account for 12% of the world's chip production, while China will lag behind China with 16% of the market.
China's semiconductor industry is expected to account for 24% of the world's market share by 2023, compared to 10% in the United States.
Therefore, the United States has been suppressing China's chip industry, trying to hinder or delay the growth of China's chip industry by restricting semiconductor equipment and technology.
When China's chip industry is hit, the United States also hopes to revive the American chip industry, otherwise once its own industry collapses, it will be tantamount to giving the American chip industry"Hollowed out"Finish.
In order to solve this problem, the United States submitted a subsidy application of 53 billion yuan to the United States, and gave Intel, TSMC, Samsung, SK hynix, Micron and other companies all have plans to set up factories in the United States.
However, while the idea was good, the implementation did not go smoothly, and chip production in the United States has made little progress in the past two years due to a number of issues such as negotiations, licensing, and labor shortages.
TSMC, Intel and other companies are not planning to build factories on a satisfactory schedule, and many people are worried that due to high construction and operating costs, staff shortages, and a shortage of skilled workers, it is a question whether they will be able to be put into use in the future.
In stark contrast, China's IC production capacity is still growing, with 44 units currently under construction and another 22 under construction, according to Trendforce, and are expected to be completed in 3 to 5 years.
According to estimates, by 2024, Chinese mainland's wafer output will exceed 30 million pieces (excluding DRAM and NAND), and the annual production capacity will be about 8.6 million pieces, an increase of 13% over the same period of the previous year, ranking first in the world at 287%。
Some time ago, there were news reports that the United States will give billions of subsidies to Intel, TSMC, and some other chip manufacturers in the next few weeks to help them build more new semiconductor manufacturing plants.
The United States wants to use this subsidy to stimulate those American semiconductor companies, so as to increase the production of chips in the United States, but industry insiders believe that even in the short term, it will take several years for the subsidized manufacturers to manufacture their own chips in the United States.