With the introduction of the U.S. chip bill, U.S. chip subsidies are about to be implemented. Industry rumors indicate that TSMC, which has actively responded to U.S. requirements, may only receive more than 20% of chip subsidies. U.S. domestic chip companies will capture the majority, which leaves TSMC and Samsung is quite disappointing.
According to rumors, local American chip companies such as Intel, Micron, Texas Instruments, etc. receive most of the subsidies, receiving 32%, 21%, and 14% of chip subsidies respectively. Samsung and TSMC receive 13% and 10% respectively. Subsidies, obviously TSMC and Samsung responded positively but ultimately received far less subsidies than domestic chip companies in the United States.
Such a result is inseparable from the lobbying of domestic chip companies such as Intel. For more than a year since the United States planned to launch chip subsidies, Intel and other domestic chip companies have actively lobbied, demanding that most or even all of the chip subsidies be given to the United States. Local chip companies have clearly achieved their goals.
However, Intel, which has received the most chip subsidies, has no plans to build the most advanced chip manufacturing plant in the United States. Its Intel 4 factory has been completed in Ireland and will mass-produce the 7nm process by the end of this year. This is in line with the United States’ desire to promote local chips. Contrary to manufacturing aspirations.
In fact, chip subsidies may not help American chip companies improve their technology research and development levels. Before Intel suffered losses this year, Intel's annual profits were in the tens of billions of dollars. This shows that the obstacles to Intel's semiconductor process research and development are not due to funding issues. It is a matter of its own technological research and development capabilities.
Intel’s choice just shows that the United States is not suitable for the development of chip manufacturing industry. This is because the cost of manufacturing in the United States is too high. The labor, energy, land and other costs in the United States are far higher than those in Asia and other regions. In terms of talent reserve There are not enough aspects. After all, in the past 20 years, Americans have turned to the Internet industry where it is easier to get rich. Not many people are willing to engage in the drudgery of chip manufacturing.
In order to develop the chip manufacturing industry, the United States roped in TSMC and Samsung this time. In order to encourage them to set up factories in the United States, the United States tried its best to require TSMC and Samsung to hand over confidential data, and later came up with chip subsidies. Carrot, after several twists and turns, chip subsidies are now about to be implemented. However, this is obviously far from the expectations of TSMC and Samsung.
TSMC and Samsung have invested over tens of billions of dollars in setting up chip manufacturing plants in the United States. However, chip subsidies are expected to be only US$3.9 billion and US$5 billion respectively. Even Samsung, which has backward chip technology, receives more subsidies than TSMC. This naturally makes TSMC even more unhappy.
TSMC and Samsung have received these billions of dollars in subsidies and will be subject to many restrictions in the future, especially for China, the world's largest chip market, which may cause huge losses to TSMC and Samsung. China purchased US$400 billion in chips in 2021. The output value of Taiwan's chips sold to mainland China exceeded US$100 billion. Sixty percent of South Korea's chip exports were sold to mainland China. Obviously, the chip revenue they obtained from mainland China was It is far from comparable to the subsidies in the United States.
It’s just that TSMC and Samsung have now set up factories in the United States. It can be said that the United States now holds a knife and fork in its hands, while TSMC and Samsung have become fish on the chopping board. They have no choice but to regret it.
The United States keeps making moves, but since 2019, China's chip industry has entered a stage of rapid growth. In the first seven months of this year, chip imports decreased by 43 billion, while chip exports increased by 20%, showing that China The chip self-sufficiency rate has increased rapidly, and Chinese chips have even begun to enter the international market, indicating that the US approach has actually promoted the growth of Chinese chips.
In fact, today's U.S. chips are already facing a chip inventory problem. A large-scale increase in production capacity will only further lead to a surge in U.S. chip inventories. U.S. chips are begging Chinese companies to buy more U.S. chips. It can be said that the U.S.'s approach is to throw a stone at itself. feet.
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