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The global chip industry is increasingly fierce competition. 17 EU countries including Germany and Italy announced that they will invest 145 billion euros to support the European chip supply chain; China has also announced that it will make the localization of chips, which will promote the development of the chip industry from five aspects: tax cuts, talent cultivation, and strengthen international cooperation.
Against this background, the US chip manufacturing industry is showing an increasingly backward state. In addition to the market value of large manufacturers such as Intel is surpassed by Asian manufacturers, the recent shortage of chip supply has further amplified the problem of US chips being seriously "left behind". As a last resort, the United States even sought to resume its chip foundry giants' "core making" activities. In order to avoid being "overtaken", the United States has invited TSMC to build factories locally many times, and TSMC has also given a clear answer a few days ago.
"assisted" the United States to revitalize the chip industry, TSMC invested 232.6 billion to add 6 new factories in the United States
The global chip foundry leader TSMC went to the United States to build a factory. The latest news has been made. According to reports, TSMC's internal letter exposed confirmed that it will invest about 232.6 billion yuan to open six new factories in the United States, located in Arizona, the United States, to achieve the goal of building a super-large wafer fab. According to previous news, the factory is a 5nm 12-inch wafer fab, which will start construction in 2021 and is expected to be put into production in 2024.
Although TSMC spends a lot of money to invest in and build factories in the United States, according to the company's chairman, the latest technology will still be retained. It is understood that TSMC has achieved mass production of 5nm chips and is expected to complete mass production of 3nm chips next year. But no matter what, this will likely enhance the strength of the United States' chip manufacturing and thus reduce external dependence.
In 2020, the development momentum of the US chip industry remained rapid, accounting for about half of the global semiconductor sales, but the United States relied heavily on chips supplied in Asia. According to the latest data from the American Semiconductor Association, the US chip production accounted for 12% of the world in 2020, far behind the 37% production capacity of in the 1990s.
The global chip supply shortage has further amplified this problem. Recently, the global trend of stocking up on chips has led to a shortage of chip supply. American automakers such as General Motors and Ford have been affected one after another and have been forced to make decisions to reduce production capacity or even stop production. In order to solve this problem as soon as possible, the United States has rarely changed its attitude a few days ago, allowing US companies to supply equipment to my country's chip foundry giant SMIC . Obviously, the United States has no choice but to find Chinese companies to help them "create their cores" and alleviate market supply problems in the short term.
is worried about being "overtaken". The United States invests 100 billion yuan to invest in semiconductors
The negative impact caused by the decline of the chip manufacturing industry is becoming increasingly apparent, which makes the United States more aware of the importance of revitalizing the chip industry. "At present, the inadequate semiconductor manufacturing capacity in the United States has become a weak and dangerous link in security and economy." Senate Majority Leader Charles Schumer confessed to the outside world.
Now the United States is very eager to use TSMC to improve its chip manufacturing capabilities, and for TSMC, building factories in the United States also has many benefits. The United States is rich and powerful. TSMC can rely on US policy support to leave competitors such as Samsung far behind and firmly hold the throne of the world's largest chip foundry giant. For example, recently, the United States has frequently taken measures to help the chip manufacturing industry.
On February 24th local time, the United States Biden said that it will strengthen review of the product supply chain including chips and accelerate cooperation with Japan, South Korea and other countries and regions. In addition, U.S. Senate Majority Leader Schumer said that he would formulate bills to invest in the semiconductor industry, with one of the bills involving a capital scale of $100 billion.
However, some industry insiders believe that the United States hopes that the chip manufacturing industry will return, and it cannot be solved by increasing investment in the chip industry. The supporting industrial chain, abundant quantity and qualified industrial practitioners are the key, and these are the most difficult problems in the United States to solve.Moreover, as foreign competitors seek to rise, the United States will face a lot of competition to revitalize its manufacturing industry and is unlikely to be smooth sailing.
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