Since Huawei unitedTSMCReleased the world's first 5nmChipsAfter that, the U.S. semiconductor industry felt the crisis. In response to this situation, the United States launched the ".Chipsrules", restricting the cooperation channels between enterprises including those with US technology and Chinese enterprises. At the same time, the United States has also developed a plan to "reinvent local manufacturing" to attract more overseas companies. In order to attractChipsmanufacturers, the United States announced 52 billion dollarsChipssubsidy bill, and in August 2022, a specific plan was finalized. This initiative really attractsTSMCSamsungInteland other top companies to build factories in the United States.
However,ChipsThe subsidy has become a big **. From how subsidies are obtained to time limits, they change and eventually become uncertain. This uncertainty has hit the world directlyChipsThe patience of manufacturers, there are already manufacturers who intend to give up applying for subsidies. IntelWhen he went to Washington to lobby for the escalation of the ban, he bluntly said: "If you lose the Chinese order, there is no need to build a world factory in the United States." ”IntelIt was also announced that it had postponed plans to build a plant in Ohio. These moves are a clear expression of gratitude to the United StatesChipsGrievances over the delay in the payment of subsidies.
Raimondo responded to this, saying".ChipsThe subsidy will be allocated in the next two months." However, these vendors don't trust it. The United States is inChipsIn terms of subsidies, they are already dead, and if there are no substantial subsidies in the next two months, these international manufacturers are likely to withdraw from their factory construction plans.
Currently,TSMCSamsungSK hynixOther companies have delayed the start of production in the U.S. factories and have almost given up on subsequent investments. If the subsidy scheme is not determined as soon as possibleChipsThe construction progress will be further delayed, and the specific production time will also become unknown.
The United States has invited these international manufacturers to build factories in the United States, which has shown that relying on local companies can no longer solve the problemChainIssue. IntelAs the best in the countryChipsManufacturing companies, so far, only barely realized7nmChipsof manufacturing. Compared to the current top 3nm,IntelAt least 3 generations behind the process. This puzzle cannot be overcome in the short term, even ifIntelOrderedasmlThe first 6 unitsNAEUV lithography machineTo no avail. American high-endChips's manufacturing needs still dependTSMC
The United States is trying to exploit the corePatentsand cutting-edge technology to control the global semiconductor industry, but this goal itself is not realistic. The two-month time limit given so far has already made manufacturers suspicious. If there is still no resolution after the expiration of this timeChipsThe concerns of the manufacturers, the entire plan of the United States will fail.
The Chinese market is a global drainChipsThe most market, letChipsManufacturers have violated the law of market development by abandoning this market. What do you think about the ripple effects that the United States is currently suffering?
From this incident, we can see the United StatesChipsThe failure of the subsidy program has raised a number of questions. First, the uncertainty of the subsidy program has caused manufacturers to lose confidence, leading to delays or even withdrawals of investments. Second, the United States is trying to protect its interests by controlling the global semiconductor industry, but the reality shows that manufacturing dependence. Local companies cannot meet the demand and can only rely on the technology and resources of foreign companies. And finally, the United StatesChipsThe failure of the subsidy program is also reflectedChaincomplexity and importance. One country cannot solve it on its ownChainProblem, cooperation with other countries is an inevitable choice. It's not just inChipsindustry, globalIndustrial chaincooperation is the key to achieving a win-win situation.
Therefore, the author believes that no country should be guided by short-term interests, but should focus on long-term development. Actively promote international cooperation and strengthen the cooperation of all countriesIndustrial chaincan only be realizedChainstability and sustainable development. At the same time,TechnologyThe importance of innovation and independent research and development cannot be ignored, and only by mastering the core technology can we be invincible in the competition.
In short,ChipsThe failure of the subsidy program is a wake-up call for us to recognizeIndustrial chainThe importance of strengthening international cooperation to jointly promote the development of global industries and achieve a long-term win-win situation.