Recently,TSMCwithSamsungThey all turned against the water and refusedUnited States**subsidy program. The reason is that in order to prop up its own chip industry, the United States is trying to contain it at the same timeChinese chipsThe development of the industry, toTSMCwithSamsung$52 billion in subsidies were provided and they were required to build factories in the United States. However, these subsidy programs are actually a trap. The U.S. requires the companies to hand over trade secrets and prohibits them from doing business and conducting collaborative research in China. That's rightTSMCwithSamsungis undoubtedly a huge blow. Considering their huge investment in the Chinese market, it would be financially bankrupt to follow the requirements of the United States. So, since last year,TSMCwithSamsungbegan to slow down the pace of building factories in the United States.
In order to copeUnited States**requirements and changes in the Chinese marketTSMCwithSamsungIt was decided to turn to Japan for the construction of a new chip foundry. TSMCThe construction of its new plant in Kumamoto took only 20 months to complete and is expected to start operations by the end of 2023. SamsungIt also announced that it will invest $40 billion in the construction of cutting-edge products in JapanChip packagingwith test plants. There are several reasons for such a choice. First of all, Japan has a strong oneSemiconductorsThe industrial chain and abundant technical talents are an ideal investment destination. Secondly,TSMCwithSamsungare vying for leadership in the world's most advanced 3nm chip manufacturing process. In the United States, they will be disturbed by all sorts of finger-pointing and finger-pointing interference. In Japan, they can make decisions based on their own interests and judgment. In addition, the subsidies provided by Japan are more reliable than those offered by other preferential policies. Therefore,TSMCwithSamsungWhen choosing partners and markets, it is natural to give preference to Japan.
However, no matter whatTSMCwithSamsungIn choosing which country to build a factory, they are all faced with an important question: who will sell the chips they produce to? As the largest demander for downstream industries such as mobile phones, computers and new energy vehicles, China is:TSMCwithSamsungAn important consumer of the chip market. However, China's chip industry has developed rapidly. The entire industrial chain, from design, manufacturing, packaging to testing, is dominated by local enterprises. Violet lightSMIC, HuatianTechnology, long electricityTechnologyand other Chinese companies are emerging in the chip industry. According to data from China's General Administration of Customs, China's chip imports fell by 22 percent in the first half of last year4%, only $162.6 billion, a decrease of $47 billion from last year. This means that China's dependence on foreign chips is decreasing. ForTSMCwithSamsungFor such international giants, the demand in the Chinese market may become smaller and smaller, and they may face the embarrassing situation of difficult to sell chips.
Chinese chipsThe rapid development of the industry for the countryEconomyProsperity andTechnologyInnovation is fueled by a powerful impetus. More and more domestic chip companies have begun to emerge, which can not only meet the needs of the domestic market, but also have the ability to enterInternational marketpotential. However,Chinese chipsThe industry still faces some challenges. First of all, technological innovation still needs to be strengthened, especially in high-end chip manufacturing processes. Secondly, autonomyIntellectual PropertyThe protection is the key, and only with its own core technology can it be inInternational marketon the foothold. In addition, investment and talent support are also indispensable to enhance the competitiveness of the entire industrial chain. In general, China's chip industry has broad development prospects, but it also needs continuous efforts and improvements to achieve independent innovation and international leadership.
In the changing pattern of the global chip industry,TSMCwithSamsungChoices and decisions are influenced by a variety of factors. United States**The subsidy program is attractive, but there are unacceptable conditions and restrictions behind it. In contrast, Japan is:TSMCwithSamsungIt provides a more stable and favorable investment environment. The independent development of the Chinese market has also made the domestic chip industry occupy an important position in global competition. However,Chinese chipsThe industry still faces some challenges that require continuous efforts and improvements. In the future development, China will continue to increase its support for the chip industry and promote the improvement of the innovation ability and market competitiveness of domestic chip enterprises. Through independent innovation and international cooperation,Chinese chipsThe industry is expected to play a more important and leading role on the global stage.