related restrictions have become unpopular, and chip giants have begun to collectively "resist"!
"Intelligence" has become the main theme of this era, and the core part of linkage's "intelligence" lies in the chip, which is like the "brain" of human beings. Especially after the world has fallen into a wave of core shortage, the value of the chip has also been unlimited. enlarge.
It is true that the more scarce something is, the more precious it is. Currently, major chip manufacturers are rushing to buy chips in order to stock up enough for their own needs. This has also led to the continuous increase in the foundry price of chips. In order to be able to operate in such a big environment To "make a lot of money", major chip manufacturers are constantly expanding their production capacity.
Under the forced intervention of the United States, many chip foundries cannot produce normally. With the rapid development of new energy vehicles, smart home appliances and other industries, the demand for chips has doubled every year, and the original production capacity can no longer meet the actual demand. Demanded.
There are only a few manufacturers that can OEM chips. TSMC, Samsung , SMIC and other manufacturers can only solve the problem by continuously expanding production capacity, and expanding production capacity requires a lot of money, so chip The OEM price has also increased accordingly.
According to relevant statistics, TSMC’s chip foundry prices have increased by at least more than 20%. This is also the current status of the chip foundry field. Samsung announced that it will invest US$200 billion in ten years to expand production, and TSMC will also Invest US$100 billion within 3 years.
The plan of the old United States has become clear.
It started from restricting Huawei 5G, and later interrupted its cooperation with TSMC, prompting the successful implementation of the plan to build a factory in the United States. Every step of this was the "bureau" of the old United States. Now TSMC It is already deep in the "quagmire", and if you are not careful, you may be in jeopardy.
The US$52 billion in subsidies promised before going to the United States to build a factory. Now that TSMC is halfway through its factory construction plan, it still has not received a penny. During the entire process, TSMC was forced to hand over core data and was also required to arrange 200 A technician, conducting technical exchanges with Intel .
is trying to put more pressure on TSMC under the guise of solving the "global core shortage dilemma". In fact, its purpose is to steal technology. Everyone knows about Lao Mei's plan, but it still refuses Come to your senses.
Intel, as the most advanced chip foundry in the United States, used to have no competitors, but it refused to adopt the new wafer technology, resulting in falling behind TSMC in technology step by step, and it has still been unable to complete the 7nm chip of mass production.
Various signs from the United States indicate that Intel will support Intel's growth. Intel announced that it will invest 100 billion US dollars in expansion, and the first batch of subsidies has been given to Intel. The purpose of obtaining TSMC's technology is to enhance Intel's Competitiveness.
Chip giants began to collectively resist
Samsung, TSMC and other manufacturers. The reason why they agreed to build factories in the United States was mainly to restore their free shipping rights and to better grasp the customers of American companies. The so-called subsidies are secondary. But in the face of the backbiting of the United States and the United States, TSMC has gradually understood that blind tolerance is useless.
All TSMC’s efforts have been in vain. So far, the relevant restrictions have not been loosened at all, but there are signs of further intensification. Samsung and Intel have only restored the shipment licenses for some products. It can be said that the United States does not even have "its own people" It’s all a trap!
The US$52 billion in subsidies promised two years ago has not yet been given to major chip manufacturers. This has also led to delays in building factory plans. This kind of "empty-glove" trick is no longer suitable for use in this era. .
Under such circumstances, chip manufacturers in the United States and Asia jointly issued a warning that if the US$52 billion subsidy bill cannot be passed, they must cut their investment plans in the United States. The collective "resistance" of the chip giants shows that America has long been unpopular.
The cost of building a factory in the United States is too high. Even if it can be put into production, the subsequent labor, transportation and other costs will not be able to achieve real profits. TSMC has previously had to lower its recruitment standards for employees due to labor costs. .
The quality of employees has been reduced, and naturally it is difficult to guarantee the quality of products. Failure to guarantee quality will directly affect the trust of customers. Zhang Zhongmou also bluntly said: "The experience of building factories in the United States in the past tells us that this time 120 "Building a factory worth US$100 million is simply not enough. We are too naive."
His words were actually meant for the Americans. They were secretly mocking the imperfection of their supply chain and their lack of a scientific research atmosphere. ", but did not solve the problem from a practical perspective, and the Asian market has handled this aspect very well, which is also the reason for its rise.
Currently in the field of chips, apart from its advantages in chip research and development, the advantages of Lao America in other aspects have gradually weakened. After the world has created a completely de-beautified industrial system, the technological myth of Lao America may also end. The end.
I want to develop but I don’t want to pay the price of missing you. How can anything be so cheap in the world? Now that the chip giants have made their attitude clear, it is impossible for the United States to still think about fooling the past. What do you think about this? What about?
