The small chip is becoming more and more useful and is becoming more and more important. Now it has risen to a strategic level. Due to its early development, the US has great advantages in chips in many aspects, but it has lagged behind in chip manufacturing in recent years.
In order to control global chip hegemony, the US side has tried hard to suppress and restrict our chips from developing towards the high-end, and on the other hand, it has attracted TSMC and others to vigorously improve local chip manufacturing capabilities. However, the backlash began, and Europe, Japan, India and others took action one after another!
first talk about us. The US is mainly targeting us in terms of chip restrictions. It is precisely because of this that it has attracted the attention of other countries and regions, and has also begun to pay attention to improving local chip manufacturing, and we have actually started to make arrangements long ago.
Although the high-end restrictions are restricted, we will increase the mature process. You should know that this demand accounts for about 80%, and SMIC has increased the mature process many times in succession. Once a mature process is done, it can occupy most of the global chip market.
In the first 11 months of this year, my country's reduced chip imports by 84 billion compared with year-on-year, and the most affected were American chip suppliers.
Next, let’s talk about Japan. Japan used to be very brilliant in semiconductors, but later it was suppressed and desolate by the United States. However, Japan has made great efforts in chip equipment and materials, such as Tokyo Electronics, which have a lot of share in the mainland.
For this reason, when the US wants to follow the restrictions, Japan appears very cautious and is worried that it will affect their companies.
, and Japan also wants to recreate its original glory, and actively invites TSMC to build a factory in Japan. Recently, the Japanese side also took out 70 billion yen to support 8 Japanese companies including Kioxia, , Sony , Toyota to establish the "Japanese Semiconductor Alliance".
Let’s take a look at Korea. Samsung and SK Hynix are two major semiconductor companies in South Korea. They are the world's leading memory chips. The market share of is very large, but this year's chip situation cycle is declining. memory chip has fallen very much, and Korean companies have suffered a lot.
At this time, the US side increased restrictions, which was tantamount to injury, which greatly affected the business of the two major Korean companies in the mainland. For this reason, they actively applied for a one-year exemption period, and the US side's operations undoubtedly sounded the alarm for South Korea.
Nowadays, South Korea is also thinking about countermeasures to improve chip autonomy and avoid falling into the US "emptying" big pit.
Then look at EU . The EU has become increasingly low in the chip industry in recent years, and today's production capacity accounts for only 9% of the world. However, Europe also has giants with analog chips such as STMicroelectronics , Infineon , and NXP, with a large market share.
Recently, these chip giants have all expressed that despite the restrictions, they are unwilling to leave the mainland.
The key is that the EU does not want to be affected by the restrictions of the United States. It has specially formulated the European Chip Act, planning to spend 43 billion euros to support the development of the European local chip industry, and plans to achieve production capacity of 20% of the world by 2030.
Then look at India. The market in India is also growing today, but chip manufacturing in India is basically not worth mentioning. In order to change this situation, India has specially set aside US$10 billion to incentivize to attract foreign companies to build factories in India.
and India also wants to invite TSMC, and has issued invitations many times, but TSMC should not have plans yet.
However, India has attracted Foxconn to jointly build a semiconductor factory. recently. India Tata Group said it plans to invest $90 billion in the next five years, hoping to produce chips locally and participate in the global chip supply chain.
Finally, let’s talk about the US side. is the global industrial chain , and all regions take their own responsibilities, and everyone believes in global division of labor. However, the US side broke this convention and all parties began to pay attention to the independent chip industry, but the ones that backfired the most were US companies.
Because American companies have many chip giants, semiconductor equipment, chip design and supply, chip materials, etc., they all began to suffer losses first. Recently, US equipment giant Panlin Group has started layoffs due to the impact of new US regulations.
Intel , Qualcomm , Nvidia, AMD , etc. are not in good condition, and even more fierce competition must be faced.
Although the US passed the chip bill , and provided a subsidy of US$52 billion, attracting many manufacturers to build factories in the United States, especially TSMC will invest US$40 billion to build two phases of advanced chip factories, US media said that this cannot change the situation.
Because the US region has lost its manufacturing advantages, it is difficult to go long-term by putting pressure on chip factories to build. Moreover, the US side will suppress us arbitrarily to achieve its goals, arousing vigilance from all over the world, and in the end it will only bring greater competition to US chips!
