According to media reports, on April 22, TSMC officially announced that it will invest US$2.887 billion to build 28-nanometer production capacity in Nanjing. It is expected to start mass production in the second half of 2022 and achieve 40,000 pieces/month by 2023.

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In the context of global core shortage, what the United States was worried about has happened. According to media reports, on April 22, TSMC officially announced that it will invest US$2.887 billion (approximately RMB 18.7 billion) to build 28nm production capacity in Nanjing. It is expected to start mass production in the second half of 2022 and achieve 40,000 by 2023. Film/month. Why does TSMC's increase in production capacity in Nanjing cause concern in the United States?

80% of production capacity is in Asia! Will U.S. chip companies lose a 380 billion market?

On the one hand, the United States' concerns are due to the fact that the country is seriously "falling behind" in the field of chip manufacturing. According to statistics from the American Semiconductor Association, as of now, more than 80% of the world's chip production capacity is in Asia, and the United States accounts for less than 12%. In 1990, In 2006, this figure reached 37%.

In order to get rid of the "stuck neck" in the manufacturing field, the United States has tried its best. According to important people in the United States, the country will earmark $50 billion in a "jobs plan" totaling more than $2 trillion to subsidize the manufacturing of the chip industry and the research and development of cutting-edge chips; in addition, in 4 At the summit on March 22, Biden also repeatedly "hinted" 19 companies to increase investment in the United States to solve the chip shortage problem.

Simply put, TSMC’s increase in the Chinese mainland market has added variables to the layout of the United States, and the country’s manufacturing shortage problem is likely to intensify.

On the other hand, the Chinese market has huge chip demand. Public information shows that as early as 2018, China became the world's largest chip importer and consumer, accounting for 33% of the world's total imports, exceeding the combined markets of the United States and the European Union; In 2020, my country's chip imports climbed to nearly 3,800 billion U.S. dollars (approximately RMB 2.46 trillion).

As the world’s largest chip sales country, the United States monopolizes about 50% of global chip sales. This means that after mainland China's chip production capacity "rises", Chinese buyers of are likely to turn to domestically produced chips, and the United States will be in danger of losing China's nearly $380 billion market. The latest news on the market is that the order volume of domestic chips has exploded, and the entire market is in short supply. The localization of

chips is accelerating: hundreds of billions of funds are pouring in, and 8,679 companies are "running to enter the market"!

TSMC decided to increase investment in Nanjing. also reflects to a certain extent that the business environment for chip companies in mainland my country is getting better and better. From a policy perspective, on March 29, the Ministry of Finance, the General Administration of Customs, and the State Administration of Taxation jointly issued a big move - clarifying that five categories of situations are exempt from import tariffs for 10 years. Help mainland companies solve chip manufacturing problems.

With the support of relevant policies, capital is also very optimistic about the chip industry. Previous statistics from the industry show that from 2018 to the first half of 2020, the total investment in semiconductors in my country exceeded the total investment in in the previous 10 years; at the "2021 Shanghai Global Investment Promotion Conference" held in early April, 16 projects involving integrated circuits 1 project was officially signed and implemented, and together with another 200 projects, the total investment amount reached 489.8 billion yuan.

At the same time, more and more companies are also "running into the game." The latest statistics also show that in the first quarter of this year, , there were 8,679 new chip-related companies in my country, a year-on-year increase of 302%; , 4,047 companies were registered in March, a year-on-year increase of 226%; and as of October 2020, my country has There are more than 270,000 chip companies. Analysis points out that this will inject new impetus into the localization of Chinese chips.

In general, despite the continuous implementation of various measures by the United States, the rise of my country's chips has become "unstoppable." Industry data shows that in 2019, mainland China's global share of wafer production capacity has increased to 13.9%, surpassing the United States, and ranks fourth in the world.

Text | Li Yinsu Title | Ling Ming Picture | Lu Wenxiang Review | Ling Ming