The Year of Science and Technology in China
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The United States and China are the world's largest chip sellers and the world's largest consumers, and they belong to the relationship between sellers and buyers. If it weren't for the U.S. chip rules, China could protect the huge chip sales profits of U.S. companies.
However, in the Sino-US chip competition, the United States has made small moves behind the scenes, which has affected many Chinese and American companies. This time, U.S. Secretary of Commerce Raimondo talked about Sino-US chips again: Sure enough, the "style of speech" has changed, full of helplessness!
The United States has many of the world's leading chip design companies, such as Intel, Qualcomm, Micron Technology, etc., and has strong technical strength in the field of chip design and R&D.
Universities and research institutes in the United States are also conducting research on cutting-edge technologies in the field of chips. And the United States has taken steps to strengthen its competitive advantage in the field of chip manufacturing, such as TSMC has a factory in the United States, and there are also some local chip manufacturers, such as Intel, who are leading the chip manufacturing process.
But the problem is that so many chips are made and must be sold. Who can the United States sell to? The best buyer is China. China imports $300 billion of integrated circuits every year, and there is a huge demand, and American companies make a lot of money in the Chinese market.
Under the chip rules implemented by the United States, NVIDIA's high-end AI chips, Synopsys' high-end EDA industrial software, and advanced semiconductor equipment of applied materials cannot be exported to Chinese mainland.
In other words, the financial path of American companies is blocked by the United States. Of course, the United States allows the export of low-end chips to continue to allow American companies to make money in the Chinese market. This is the American chip competition attitude, high-end blockade, low-end to make money. The United States has overlooked one point, that is, China has a very firm determination, and the more restrictions it takes, the faster China will break through.
China has set a target of 70% chip self-sufficiency, and it is expected that wafer production capacity can be increased by 13% this year. The United States, on the other hand, is not to be outdone, and is throwing money at things.
China and the United States will have the current chip competition situation, and U.S. Secretary of Commerce Raimondo has a lot of "credit", and many restrictive measures are behind Raimondo's efforts.
This time, Raimondo once again stated his position and talked about Sino-US chips, and sure enough, the "style of speech" has changed, full of helplessness! Raimondo said companies seeking subsidies from a $52.7 billion chip subsidy bill can expect to receive significantly less than they seeked.
Of this subsidy, the United States plans to invest $28 billion in cutting-edge manufacturing, but chip companies have applied for subsidies of up to $70 billion. In other words, the amount of subsidies in the United States is simply not enough, and many companies are attracted to invest in the American market by the American subsidies bill, and the result is that this is the situation.
As a result, the U.S. chip factory construction project is the slowest in the world, and both TSMC and Samsung have postponed the mass production of the U.S. factory. The United States wants to spend money to do things, but the money is not enough, and even the United States will not be able to spend 100 billion Americans.
Because to change the status quo of a country's chip industry chain, in addition to spending money, it must also be supported by huge talents. The United States lacks talent and capital, and even if it makes chips in the future, it will find that China no longer needs it.
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