As we all know, although the US chip bill is on the surface to enhance the local manufacturing capabilities of US semiconductors at night to protect the US semiconductor supply chain. But in fact, we all know that as soon as the US chip bill was implemented and the actions of the chip alliance and other actions, this was the "lockdown" action that US semiconductors began to build a wall for themselves.
However, industry insiders believe that the move of US semiconductor is unlikely to be successful. The reason is that the cost of establishing a factory in the US is too high, and the supply chain itself is not perfect enough, and the subsidy of more than 50 billion US dollars is far from enough. Therefore, they feel that the "lockdown" action of US Semiconductor is likely to be a failure.
However, although industry insiders are not optimistic, the "lockdown" action of US semiconductor has not stopped, and there is still a vague trend of acceleration in recent days.
According to relevant information, Micron Technology recently announced that it will spend US$100 billion in the next 20 years, about RMB 700 billion in funds to establish a large wafer factory in the United States. The purpose of is to accelerate the development of the US local semiconductor manufacturing industry. Obviously, Micron is adding to this so-called "lockdown" action.
. According to the provisions of the Chip Act, Micron has given up its investment in the Chinese market in the next 10 years. As for the reason why the editor says this is an acceleration in the US semiconductor industry, it is because in addition to Micron, many American companies have joined in support of the US chip bill. Among them, Intel is one of the typical examples. It has announced plans to build a factory many times and stated that the future investment will also reach US$100 billion. In addition to Intel, GF has also announced the establishment of a new wafer factory. It is worth mentioning that is Qualcomm , and it also promised to purchase a chip worth US$4.2 billion from GF.
It is obvious that these American semiconductor manufacturers will have such actions, which are affected by the Chip Act. To put it bluntly, they all want to get a piece of the chip bill. From a theoretical perspective, as more and more companies increase their investment, the local manufacturing capabilities of US semiconductors will be improved to a certain extent, which is also accelerating their "lockdown" actions.
, however, I am not very optimistic. It’s not because the cost of building a factory in the United States is high, nor because the amount of subsidies is small. is precisely because more and more American companies are increasing their investments, which makes me less optimistic about the development of American local semiconductors.
We all know that these American companies go for subsidies. As Micron said, if it weren't for the US chip bill, Micron wouldn't have done such an action. Then we can think that they attach great importance to the subsidy details of the US chip bill. In other words, their essence is no longer whether they want to expand their production capacity, but that the amount of investment and the amount can be closely related to the subsidies they receive. When attaches too much importance to interests, the situation is generally difficult to control, just like the example of the initial criticism of Intel and other companies due to this chip subsidy. Once there is a "contradictory" within them, it is equivalent to an internal friction. How can we develop local manufacturing capabilities well at this time? Secondly, whether they will really invest so much to build a factory is a question worth pondering. Take Micron for example, $100 billion is not a small amount, and Micron's own revenue has not been so optimistic recently. In this case, it is unknown whether they draw cakes for subsidies or otherwise. If they can't even afford to build a factory, it is likely that the subsidies of the US chip bill will be wasted. In this case, can US Semiconductor really succeed? What do you think of this issue?欢迎留言评论、点赞和分享！
