Recently, the incident of Pelosi flying to Taiwan has caused a lot of controversy, and I believe everyone will pay attention to it.
Even many foreign brothers are following me to "eat melons", and use the Flighttradar24 website and
to track the flights Lopesi is on in real time.According to data statistics, the number of people who squeezed into this website that night reached 300,000, reaching the peak of the historical traffic of the website.
I have never seen this scene before, so I have never expanded the server.
As a result, this wave of epic traffic directly squeezed the small water pipes of others to downtime .
The domestic platform is also difficult to match. Weibo collapsed for most of the night due to the influx of netizens, setting a record of the longest history.
Big manufacturers generally do server load balancing, but it still cannot stop netizens' enthusiasm...
As for the live broadcast of the plane landing that night, Xiao Lei also watched the whole process. "Old Witch" Pelosi finally successfully landed and did not make a box.
Although this is not the result that some netizens want.
But now that things have come to this, what everyone cares more about is her next itinerary. The first thing to do when you hit the stage is to go to TSMC?
So, Xiao Lei opened the search engine yesterday, intending to see if there are any new progress, but he saw such news.
Some Taiwanese media said that Pelosi planned to meet with TSMC Chairman Liu Deyin not long after he went to Taiwan.
The purpose of this meeting is not simple. Pelosi intends to discuss the implementation of the Chip and Science Act with Liu Deyin.
There are many discussions on the Internet about the authenticity of this message.
Some people think that how could Pelosi find TSMC as soon as he arrived in Taiwan? He has gone to do more things.
But not long after, a senior DPP executive revealed in an interview that Pelosi and TSMC Chairman Liu Deyin did talk about chip issues.
"The US Congressional meeting specifically mentioned that a lot of efforts have been made in the chip bill. Everyone is very clear about the impact and importance of this bill on the supply chain of semiconductor ."
Hiss... I always feel that this wave is not a good thing.
So, Xiao Lei carefully dug up the so-called "Chip and Science" bill and found that the United States is becoming less and less moral.
Where is the Chip and Science Act originated?
First talk about the process of the bill.
This bill actually began to be legislated three years ago, but in the past three years, the bill has been pulled by both parties in the United States, and both sides want to make some profits from it.
Not only has the content of the bill been changed, but the name has been modified several times. What were the previous names " Endless Frontier Law " and "Innovation and Competition Law"? Let me show you it.
Later, the US Congress could not stand it anymore and directly extracted the "chips and technology" part of the "Innovation and Competition Law".
The meaning is also very clear: "Don't argue, let's put the chip bill into the ground first and then talk about something else. Is it OK? "
Finally, it was derived from the "Innovation and Competition Law" "Chip and The Science Bill was finally passed in the recent House meeting with 243 votes...
Of course, this is not the official implementation, now it is just Biden signing the bill...
, this wave has been put on the bill again.
As for why the United States wants to implement this bill, Xiao Lei also mentioned it above.
It really "loves" China so much, and even set up such a bill to target it.
High emotional intelligence: Revitalize the US chip manufacturing industry to compete with the rapid development of China's chip industry.
Low emotional intelligence: I just want to suppress China's chip industry.
So, what exactly does this bill, which took three years to be implemented?
Let’s first look at the “Innovation and Competition Law” with a relatively large content.
Just looking at the name of the bill can't tell anything. The United States itself also said that the bill is to create more high-paying jobs and ultimately improve economic and national security.
If I hadn't read the content inside, I would have believed it.
I downloaded the entire bill PDF, and then involuntarily searched for "China" and found that the bill with more than 1400 pages was proposed in total 664 times.
Do you think there is a possibility that people who customize the bill are calling China in their dreams...
The entire bill is aimed at China, in fact, we have "experienced" the content of the entire bill before.
For example, the Innovation and Competition Law clearly requires that federal employees be prohibited from downloading TikTok on government devices (overseas version TikTok ).
also prohibits the US government from purchasing Chinese drones, and even requires the disclosure of relevant information about foreign talent programs.
As for some other targeted content, our country has also issued the " Anti-Foreign Sanctions Law " to deal with it.
However, the Chip and Science Act, which was derived from the Innovation and Competition Law, is more difficult to implement.
To put it bluntly, this bill is to suppress the development of Chinese chips and enhance the competitiveness of the United States in the field of semiconductor chips .
More than 20 years ago, the United States' chip production capacity accounted for 40% of the world, but as time goes by, the United States' semiconductor manufacturing share has been falling.
now has about 12% of the share left. In addition, China has been vigorously developing chips in recent years, and the United States is becoming more and more panicked.
The American Semiconductor Industry Association has also begun to predict: If the United States does not take any measures, the US's semiconductor manufacturing share will fall to 10% by 2030.
In this context, when the Chip and Science Act comes, the core content corresponds to the needs.
First of all, the US government will provide US domestic chip manufacturers with a subsidy of US$52.7 billion. In addition, there is also a tax-free policy worth US$24 billion.
As the saying goes, money can make the devil push, and this fund has really attracted many semiconductor chip companies.
For example, Intel announced that it will build a 20 billion semiconductor manufacturer in Ohio .
Microtron Technology also stated in 2021 that it will invest 150 billion yuan in the chip field in the next ten years, part of which will be used for local production in the United States.
Even South Korea SK Group expressed its intention to invest in the US manufacturing industry.
is a large amount of subsidy and tax-free. This wave of benefits is indeed tempting enough.
However, subsidies are subsidies, and the United States actually has concerns.
After all, many chip companies also have activities and business dealings in China. The Americans thought to themselves: : "What if we spend money to subsidize these companies and these companies go to China to build factories and do semiconductors?"
The tricky United States has come up with another solution, which is to add "guardrail clauses" to the bill.
Specifically, within the 10 years since the bill came into effect, as long as the company receives the bill's subsidy, it cannot engage in any transaction involving semiconductor manufacturing in China...
Of course, if TSMC can be attracted to the US to build a factory by relying on this wave of subsidies, then the United States will be considered a big win.
But this matter is not something that TSMC can go just by saying that, it depends on the attitude of the multi-party.
Last
Xiao Lei also saw today that Pelosi's next stop is to go to South Korea, and it is estimated that he would also promote the "Chip Science Act" when he went there.
But the Korean president probably understands what the situation is. People say they are still on vacation, so they don’t arrange a meeting...
I think so, South Korea Samsung chip is well done, and Pelosi can go to the United States to build a factory because of a subsidy? Although South Korea has a good relationship with the United States, it is not a fool...
Finally, it is a brief summary. In fact, from the fundamental purpose of the bill, the United States really hopes to use various means to regain its continuous decline in semiconductor manufacturing share.
But that method cannot be said to be clean, it is simply despicable.
If you really have the ability, you should develop yourself well, instead of mentioning China more than 600 times in the bill, and applying various policies to suppress China.
