Some time ago, an agency released the global exclusive wafer foundry market data in 2023.
According to the data, the global wafer foundry market size in 2023 will be about 704.1 billion yuan, and the top 10 manufacturers will account for about 95% of the share, which can be said to be highly concentrated.
Among the top 10 manufacturers, 7 are Chinese manufacturers, 4 of these 7 are manufacturers from Taiwan, 3 are manufacturers from Chinese mainland, and only one from the United States is on the list.
In terms of market share, the share of these 7 manufacturers in China is more than 85%, the share of 3 manufacturers in Chinese mainland is more than 10%, and the share of GF in the United States is only 6A share of around 5%.
At the same time, the gap between GF, UMC and SMIC is not large, with a difference of less than 1%, and it may exceed ...... at any time
At present, more than half of all chips in the world are manufactured through wafer foundries, especially advanced chips of 5nm and below, almost all of which come from wafer foundries.
It can be seen that chip foundry is the most important link in the chip industry, and the United States is obviously lagging behind in this link, and the market is already lagging behind Chinese mainland.
In addition to lagging behind China in terms of market share, in fact, the United States is also lagging behind China in terms of chip manufacturing capacity, and there is no gap in technology, after all, Intel's level is only 7nm, and we are also in.
Naturally, this is the last thing the United States wants to see, so what should the United States do? Of course, it is to quickly spend money to subsidize the United States' own chip manufacturers.
* According to the report, a few days ago, the United States first subsidized GF by $1.5 billion, and at the same time, New York State subsidized GF by $500 million, a total of $2 billion, to help GF expand production capacity and improve its technical level.
Then the United States said that it would subsidize Intel by $10 billion, which is expected to be the largest subsidy so far in the United States to promote local semiconductor production.
The United States hopes that after the money is used, Intel and GF will be able to quickly build factories, increase production capacity, increase market share, and improve technology.
So will the United States get its wish? In my opinion, it is a bit difficult, one is the construction of the wafer factory, it is not so easy, there is data before, the construction of a wafer factory in the United States, it takes an average of 736 days, which is equivalent to more than 2 years.
At the same time, from the perspective of the construction cost and operating cost of the global chip factory, the United States is the highest, and 12 billion US dollars, which is about the capital of an advanced production line, so it is difficult to say what the effect of 12 billion US dollars will be.