Preamble:
In recent years, as the global market continues to intensify, the industry on a global scale has also continued to develop. The United States has frequently intervened in the international chip industry, imposed various controls on it, and launched a set of subsidy programs for chips in an attempt to change the structure of the entire semiconductor industry. However, in such a stalemate, the chip industry in the mainland is thriving and has achieved remarkable results. Now, the United States has provided $12 billion in aid to the United States, which has attracted the attention and speculation of many people. This article will conduct a comprehensive analysis of the world's semiconductor industry, and analyze the difficulties and challenges faced by the United States and other international advanced economies in this process from multiple perspectives.
The situation with integrated circuits in the United States has changed dramatically.
The United States has recently confronted a series of major issues that affect the entire semiconductor industry. In the past few years, the United States has frequently intervened in the international semiconductor industry and imposed a lot of restrictions and controls on the international chip industry, which has had a huge impact on the semiconductor industry of the whole world. However, such interference did not boost the domestic chip production capacity of the United States, on the contrary, stimulated the chip industry in the mainland. Recently, the United States was forced to allocate $12 billion in subsidies, and foreign countries have speculated that the United States finally can't hold back. The move shows that the U.S. is in a clearer position in the semiconductor industry and that it urgently needs to respond to the dire situation in the global market.
1. The U.S. semiconductor industry is in a dilemma.
Due to the release of the top 10 list of the world's semiconductor manufacturing industry in 2023, the situation of the United States has become more difficult. There is information that Chinese manufacturers occupy a significant dominant position in the world chip manufacturing industry, and Taiwanese companies, such as TSMC, and Chinese mainland companies, such as SMIC and Huahong, have entered the list. In particular, TSMC occupies 66% of the market share and is the absolute leader among the world's chip manufacturers. In stark contrast, only one company in the United States made the selection, accounting for only 658%, which is clearly at a disadvantage. In addition, the difference in market share between SMIC and GF is not significant, which means that China will gain a greater advantage.
2. It is difficult for the U.S. financial assistance program to reverse the current situation.
The United States was forced to introduce an emergency subsidy program due to the huge shock caused by the semiconductor industry. Recently, the United States has given financial subsidies to a number of large semiconductor companies, including GF Technology Group, a company has received a subsidy of 1.5 billion US dollars, and New Zealand has also taken out 500 million US dollars to support the development of local industries. In addition, the United States** will also give Intel a subsidy of up to $10 billion. However, because the subsidies provided by the United States have not been able to reverse the current competition in the global market, because the amount is not large, and most of it goes to existing chip factories, thus hindering the development of foreign companies, making it difficult for the United States to replan its semiconductor industry.
3. The difficulties and problems that the United States is currently facing.
In recent years, the United States has encountered many difficulties and difficulties in this industry. Although the United States** has tried to promote the development of its own industry through subsidy programs, the results have not been obvious. At the same time, U.S. allies and competitors have increased subsidies, especially Japan, which has done a lot of money to TSMC's factories in Japan. Under such circumstances, the U.S. chip industry will face severe challenges, and it is urgent to comprehensively improve its overall strength in order to maintain its leading position in the world.
The rise of the chip industry in the mainland.
In recent years, the chip industry in the mainland has been booming, showing a booming trend. Under the fierce international competition and challenges, domestic integrated circuit enterprises are also striving to climb to the top, with independent research and development, increase investment, and gradually occupy a place in the world. From mature technology to advanced technology, the chip industry in the mainland is growing at a leapfrog speed, enabling us to become one of the world's leading semiconductor industries.
1. The chip industry in mainland China is booming.
The mainland's chip industry is thriving and has gradually come to the fore. According to the released figures, there are now 44 chip factories in the mainland, of which 37 are under construction or under construction, accounting for about 43% of the world's total. In 2024 alone, 18 new chip factories will be put into production, and by then, China's chip production will be 287% of the world's largest chip factories. These figures show that the Mainland's strong strength and development potential in the chip industry have had a new impact on the dynamics of the world chip market.
2. The mature craft industry in the mainland is booming.
The mainland has developed rapidly in terms of technology and has occupied a major market in the world. According to European Research Firm, Chinese mainland already accounts for 25% of the world's total, and this figure will continue to rise to 35% in 2027. This indicates the strength and strength of the mainland in international advanced technology and technology, and has gradually grown into a new force in the world's chip industry that cannot be ignored.
3. The advanced technology of the mainland has reached a new level.
China's semiconductor industry has made breakthroughs in advanced technology and has achieved a number of milestone results. Huawei has already successfully released its self-developed Kirin processor last year, and after testing, it uses a 7nm process from the mainland industry. Recently, there have been foreign ** reports that China will carry out mass production on the 5nm process, which has aroused great interest. This rapid technological progress and breakthrough shows that the mainland has great potential for development in high-end process manufacturing, and also lays a good foundation for occupying a place in the international chip market in the future.
A summary of my personal experience.
Through the re-examination and analysis of the structure of the global semiconductor industry, it is not difficult to find that the domestic chip industry is gradually moving towards the world stage. And the dilemmas and challenges that the United States faces in this game are becoming more and more obvious. Through continuous innovation and investment, the mainland's chip industry has gradually won the recognition of the international market and demonstrated strong competitiveness. With the vigorous development of the world's semiconductor industry, the Mainland will continue to accelerate scientific and technological research and upgrading, so that we will become a world leader in the field of chip manufacturing. In the process of future development, the chip industry in the mainland will still encounter many challenges and opportunities, and only through continuous efforts and cooperation can China's chip industry go further and longer.