In the global semiconductor field, TSMC, Intel , etc. are typical representatives of many countries' desire to establish factories. Especially TSMC, at the beginning, declined to go to the United States to build a factory, but the United States still did not give TSMC a chance to breathe. Instead, it made TSMC finally compromise and build a factory in the United States several times. shows that attracting TSMC to establish a factory is equivalent to stabilizing the foundation for semiconductor development.
is no exception. If Intel can win over Intel, it will be a benefit for the development of local semiconductors. However, as a US company, Intel has a tendency to win over Intel with the US chip bill being implemented and has a tendency to support Intel, but it is not easy to win over Intel, except for EU .
As early in March this year, under the chip bill that the EU also launched, Intel announced that it would invest 80 billion euros in the next ten years to expand its chip industry chain. Intel's move has injected a "heart-boosting agent" into the development of EU semiconductors. It is worth noting that just a while ago, Intel announced the news of its factory construction again. According to relevant information, they will invest 4.5 billion euros to build an advanced semiconductor packaging and assembly plant in Italy first. To some extent, Intel is fulfilling its investment promise in the next decade. Against this background, the EU has once again injected a "heart-boosting agent" into its local chip development. It is reported that relevant EU departments have approved a batch of 292.3 million euros to support STMicroelectronics to invest in the establishment of a semiconductor factory in Italy. sends a signal that the EU is continuing to add to chip development, and it also means that the EU is beginning to rapidly strengthen the European semiconductor supply chain's position in the global market. In response to this, foreign media said: The formal pursuit has begun. In fact, it is indeed time to "chase". In the decades of chip development, the focus of the industry has shifted significantly, and global chip production capacity has basically been concentrated in Asia. According to , according to chip production capacity statistics in 2020, there is only 9% left in Europe. Of course, there is not much left in US Semiconductor, only 12%. When the two are not much different, US Semiconductor actively promoted the US chip bill, and the EU did coincidentally introduced a related subsidy bill. After the implementation of the US chip bill, it attracted major companies to actively go to the factory building plan. This shows that the US chip bill has begun to show results. When the chip production capacity was originally smaller than that of US semiconductors and the subsidies were not as strong as US semiconductors, the EU then injected another shot of "heart-boosting agent". To a certain extent, the EU intends to take the lead in "chasing" US semiconductors. It is worth noting that the targets of building factories that the EU has attracted are also particularly interesting. In addition to Intel, they also intend to win over TSMC and the companies acquired by Intel, etc. shows that after the US chip bill was implemented, the EU is likely to be unable to sit still and want to have the idea of "chasing". However, ASML once stated that the EU's subsidy funds are far from enough. At the same time, some chip companies within the EU have also had the same attitude. Then, if it is optimistic, the EU's subsequent subsidies may be increased again. What do you think about this? Welcome to leave comments, likes and share!