Intel or no retreat? The United States high-level pressure, South Korean companies exceeded 120 billion, and the 4nm factory was pressurized
According to the United States**, the second round of fab subsidies in the United States has been carried out, and the third round of subsidies is about to begin. According to Raimondo's statement, the third round of subsidies includes major manufacturers of these foundries, such as Intel, TSMC, and Samsung.
However, shortly after Raimondo took this action, Intel announced that its chip factories in the United States were delaying production. According to outside speculation, Intel owes this to its boss's delay in applying for subsidies, which led Intel to put a wafer proposal in the United States to put pressure on its operation. From a certain point of view, once the wafer production subsidy is no longer in place, Intel may abandon its plans to build a factory in the United States.
However, after the announcement by U.S. executives, Intel had no way back.
Samsung's semiconductor factory in Taylor, Texas, will begin operations in July 2024 with an estimated investment of 17 billion yuan (about 1.2 trillion rupees), according to U.S. executives at a semiconductor conference in South Korea. Meanwhile, Grap, a fabless semiconductor design company focused on AI chips and accelerators, has announced that it will use a 4nm process at Samsung's U.S. factory, according to a report in the United States**.
Obviously, Samsung's progress is a bit fast. If Intel does not set up a factory in the United States, then customers in the American market may all be cut off by companies like Samsung and TSMC that are not trusted by Intel. After all, people meet the prerequisites for manufacturing chips from the United States, especially in the context of Samsung's confirmation that it will set up a factory in the United States and quickly put into production.
That's why I said that Intel still has no way out, to be precise, even if the US chip subsidy is not implemented for a long time, in the case of Samsung and TSMC accelerating, Intel has to hurry up to put its American chip factory on the agenda. On the one hand, now a wave of development boom is being set off in the field of artificial intelligence chips, and Intel wants to turn over in the foundry market and fight with TSMC and Samsung"War of attrition", so you can only build a factory anyway.
On the other hand, Intel's operation method of not building factories without subsidies is undoubtedly asking for accounts from American semiconductor companies. Originally, if all chip giants operated like this, Intel's chances of winning might be greater. But the problem is that Samsung clearly has no intention of doing so right now, otherwise it wouldn't have announced 4nm-related factory operations before the subsidy was finalized. As for TSMC, although the chip factory process in the United States is not fast, other regions are still expanding rapidly.
With TSMC's own technological advantages, even if it has not yet reached the level of building a chip factory in the United States, it can steal a large part of Intel's market share. So, in my opinion, Intel doesn't want to build a factory, but it has to build a factory too. Of course, Intel itself may also have no intention of not building a factory, but just wants to urge the United States to implement the chip law as soon as possible. But in this tug-of-war, in the current situation, Intel has fallen behind.
So, do you think Intel will be in a hurry when Samsung's plan makes its way to the U.S. quickly? Don't hesitate to leave a message, like and share!