China's core ushered in the first era? After the warning of the American media, American politicians began to act!
The U.S. media has raised concerns about Chinese chip manufacturers before their chip production processes are gradually improving"Warning"to warn that it has a worldwide control over mature wafer production processes.
However, at that time, the United States was still very concerned about the border issue, and they were more concerned about the restrictions brought by the border procedure compared with the existing procedure. However, they quickly shifted their mindset and focused their attention on a well-established national process.
After talking about reducing dependence on China's mature manufacturing process, U.S. politicians have jointly launched a new initiative.
U.S. news reports say that some U.S. politicians, like Biden, are already urging the U.S. to reduce its dependence on Chinese exports as soon as possible by increasing import taxes and other means. "If the pace is not slowed down, U.S. companies will quickly gain market share of local companies in the future, and thus enter the copycat era," they wrote. ”
There is no doubt that this move is undoubtedly a huge benefit for China's backbone enterprises"Times"Or in the future.
With a clear understanding of the supply situation in the market, you should understand that the increase in supply costs will ultimately be shared with consumers. For example, when the cost of providing memory increases, so does the cost of shipping memory.
Therefore, if the U.S. makes a move such as a higher tax rate, the chances of sourcing its core domestic goods from U.S. companies will be greatly increased, which will put huge pressure on the core goods of the U.S. country, resulting in procurement costs. At the end of the day, this is the battle of American business.
Some may come as a surprise. The biggest advantage of localization core is its price, and American chip manufacturers will not buy it if they do not have enough price advantages. Isn't this another big loss of a large market?
That's not wrong, or rather, that's what American politicians do. They won't allow us to have an advantage in the chip market in the U.S. just to make money. However, they ignore the reality that the advantages of the core products currently made in China are not only in their price, but also in their manufacturing scale.
According to Rhoudium, in the next five years, the capacity of 20-45 nm chip factories in China and Taiwan will be close to 80%, the capacity of 50-180 nm chip factories, and the current 30% capacity in Chinese mainland is expected to rise to 46% in the next 10 years. At such a large output, it will take quite some time to replace it. In fact, many U.S. companies don't see other alternatives, but they feel that it is difficult to do without China's ** chain.
In other words, even if the price of domestic core chips rises in the future, they may not choose the vast majority of local cores. At that time, their dependence on domestic core chips may not be reduced, but Chinese manufacturers can get more freedom. With sufficient funding, research can be put on a healthy track, for example, the semiconductor industry in the United States has been attacked by some criminals, and I think the difficulty will be greater this time.
Naturally, the United States can also support mature chip manufacturing processes within its own scope, including the list of subsidies for the earliest adoption of mature process technologies. However, due to the low market share, the chip giants in the United States prefer to develop the latest chip processes rather than focus on proven processes with razor-thin profits. What about semiconductors in the United States?
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