There is a thriving oneChinese chipsindustry and weak international giants are showing a very different development trend. Recently,TSMCwithSamsungThe remorse made foreign media begin to be suspicious of the Chinese market. In fact, all of this transformation stems from America's perception of itselfChipsThe support of the industry and the rightChinese chipsHindrances of karma. The United States has provided $52 billion in subsidies to encourageTSMCwithSamsungBuilt a factory in the United States. However, these subsidies are essentially a huge requirement for trade secrets and future business expansion, for:TSMCwithSamsungIt's as unpleasant as eating a fly. In order to protect their own interests,TSMCwithSamsungIt was decided to slow down the pace of building a factory in the United States and turn to the Japanese market.
1. TSMC and Samsung are subsidized by the United States**
In order to support their own homeChipskarma and suppressionChinese chipsindustry, the United StatesTSMCwithSamsung$52 billion in subsidies were provided to invest in factories in the United States. ForTSMCThe subsidy represents an investment of $40 billion to build 4nm and 3nmChipsFoundry. However, they then discovered that these subsidies require the surrender of trade secrets and withChinese chipsThe terms of cooperative research will have an immeasurable impact on the expansion of their business in Chinese mainland.
2. TSMC and Samsung have slowed down the pace of building factories in the United States
As a company with significant investments in ChinaTSMCwithSamsungRecognizing that they would lose their market advantage in China by following U.S. requirements, they have slowed down the pace of building factories in the U.S. TSMCThe start of the second plant in Arizona has been postponed until 2027 or 2028SamsungElectronics will also be TexasChipsMass production has been postponed to 2025. Although there are many explanations for this, such as the lack of construction workers and technicians, in fact, their biggest concern is the reality that the United States will not be able to eat the subsidy pie.
3. The decision to turn to the Japanese market
Japan asSemiconductorsIndustrial chainA country that is developed and has abundant technical talents, isTSMCwithSamsungSelected as a new place to stay. TSMCThe construction of the plant in Kumamoto was extremely fast, completed in just 20 months, and is expected to start production by the end of 2023. WhileSamsungIt also announced that it will invest 40 billion yuan in the construction of high-tech in JapanChipsPackaging and testing factory. First of all, Japan'sSemiconductorsIndustrial chainStrong and with an abundance of skilled personnel, this makes Japan an ideal choice. Secondly,TSMCwithSamsungare vying for the world's most advanced 3nmChipsprocess, which means that they need a market that can make decisions and leverage their technological advantages. In addition, Japan provides real subsidies and a series of other preferential policies to letTSMCwithSamsungI was relieved to choose this country.
1. The rapid development of China's chip industry
Chinese chipsIndustrial chainIt has basically achieved independent opening, including design, manufacturing, packaging and testing, and other links, all of which have emerged as domestic giants. Violet lightSMICHuatian Technologyand long electricityTechnologyand other companies in the companyChipsThe world is famous. According to data from the General Administration of Customs of China, in the first half of last year, China'sChipsImports fell by 224%, a decrease of 47 billion US dollars, equivalent to a decrease of 320 billion yuan in orders. This means that China is against foreign countriesChipsThe dependency is getting lower and lowerChinese chipsThe rapid development of the industry is already evident.
2. It is difficult for international giants to find buyers in the Chinese market
WhateverTSMCwithSamsungWhether they are building factories in Japan or the United States, they all face a common problem, that is, how to sell their production in the Chinese marketChipsChipsNot a ready-to-use product, but needs to be embedded in intelligenceMobile phonesComputers, new energy vehicles and artificial intelligence equipment and other downstream industries. However, China asMobile phonesComputersand the largest demand market for industries such as new energy vehicles, which now has a complete set of productsChipsIndustrial chain。Therefore,TSMCwithSamsungproducedChipsA large part of it still needs to be sold in the Chinese market, which depends on whether Chinese buyers are willing to pay.
TSMCwithSamsungThey have abandoned their plans to build factories in the United States and turned to the Japanese market, mainly due to the subsidy policies and restrictions of the United StatesChinese chipsThe impact of the restrictions of the industry. Japan asSemiconductorsIndustrial chainDeveloped, technologically rich countries, giveTSMCwithSamsungBetter environment and conditions. However, both in Japan and the United States, they still face the difficulty of finding buyers in the Chinese market. Chinese chipsIndustrial chainThe rapid development and independent innovation of the Chinese market have made the Chinese market less and less dependent on international giants. Finding sales opportunities in the Chinese market has become difficult. withChinese chipsWith the rise of the industry, international giants will have to reposition their development strategies to cope with the new market landscape.
In this globalSemiconductorsIn an era of increasing competition,Chinese chipsThe rise of the industry has brought people infinite reverie, but also highlighted the challenges faced by international giants. For China, this is an important development opportunity and a serious challenge. ChineseChipsEnterprises need to accelerate the pace of innovation, improve independent research and development capabilities, and further optimizeIndustrial chainto create an internationally competitive oneChipsBrand. For international giants, they need to re-examine their positioning and role, and think about how to find their place in the Chinese market. Only by insisting on innovation and openness, and continuously improving technical strength and market competitiveness, can we develop rapidly in this worldChinese chipsMaintain a competitive edge in the marketplace.