The United States pressured TSMC and Samsung, but was overtaken by China at an accelerated pace
According to the analysis, by 2023, China's share of global chip manufacturing capacity will reach 24%, while the share of the United States will drop to 11%. The United States has allocated 50 billion yuan in recent years to attract TSMC and Samsung to build factories in the United States, but this has not changed the decline of the United States in the chip manufacturing industry.
In the early days, the United States gradually realized that the transfer of chip manufacturing capacity would have a negative impact on the development of American chips, so the United States announced the launch of a chip subsidy program worth more than 50 billion yuan, encouraging Intel, Micron and others to expand chip factories in the United States, and pressuring TSMC and Samsung to agree to set up factories in the United States. Samsung agreed to set up a factory in the United States.
However, after TSMC and Samsung set up factories in the United States, they found that the travel expenses and huge chip subsidies promised by the United States finally only gave TSMC 10% and Samsung's 13% share, which is equivalent to their 10% investment before going to the United States, and then the United States gave more chip subsidies to these chip manufacturing companies that were unwilling to accept this part of the chip subsidies.
At the same time, TSMC and Samsung went to the United States to set up factories and found that the cost of chip production in the United States did not increase by 50%, and then TSMC went to the United States to set up factories, and people in the industrial chain pointed out that the chip production in the United States may be three times that of Taiwan, and TSMC Radio Semiconductor Manufacturing Company could not attract Taiwan's best chip production technical talents.
The conflict between TSMC and Samsung naturally also affected American chipmakers: the most advanced factories of Intel 4 were built in Ireland instead of the United States, which delayed the restoration of American chip production capacity, and as a result, the share of the United States in global chip production continued to decline.
Unlike the United States, China decided several years ago to actively develop the chip manufacturing industry. Since the United States prevented ASML and other advanced chip equipment vendors from providing advanced chip equipment to China, China decided to develop mature processes first, so dozens of chip factories were established.
In 2016, China's chip manufacturing capacity surpassed that of the United States, and by 2020, China's chip manufacturing capacity will reach 16% of the global market share, while the U.S. share will drop to 12%, indicating that the strong expansion of China's chip manufacturing capacity is having an impact.
At the same time, with the rapid expansion of chip manufacturing capacity, China's chip design industry is also booming, memory chips, analog chips, radio frequency chips and other industries have filled the domestic gap, the manufacturing process of these chips can be more than 10 nanometers, China has a large-scale production process requirements, can be further supporting the expansion of China's chip production capacity to meet.
Since the second half of last year, Chinese chip companies have opened foundries with very competitive **, forcing Samsung, TSMC, EGing, etc. to cut prices China's chip manufacturing capacity This will have a significant impact on the global chip industry, which can be seen from the large-scale expansion of China's chip industry.
The United States has allocated more than 50 billion yuan to expand chip manufacturing capacity, while improving the technical level, but now it seems that it has failed to achieve the goal, chip manufacturing capacity lags behind China, the advanced technology level is still not able to catch up with TSMC and Samsung, the United States chip is very unattractive, Chinese chips in the existing equipment to achieve rapid development, while highlighting the United States chip industry is becoming more and more unenterprising.