chip giants are licensed
The United States is improving its chip manufacturing capabilities, introducing many semiconductor giants into the US market, while hindering competitors from obtaining advanced semiconductor technology.
The rules set by the United States in the past have been moving in these directions. On the one hand, TSMC has allowed to build factories in the United States and provide huge subsidies. On the other hand, TSMC is not allowed to ship freely.
If the United States just let TSMC build a factory in the United States, there will be no big problem in nature, and it is understandable that all parties will cooperate based on their needs. However, letting the industrial chain be separated from the development trend of globalization is not what major suppliers want to see.
Therefore, suppliers will strive to apply for a shipment license, and as long as they can get the license, they can reconnect to customer cooperation. Under another round of rules in the United States, many foreign companies' factory operations in the mainland have also been affected.
not only provides products to customers, but also requires licenses to purchase equipment from suppliers.
But things turned around, and the United States "generously" opened licenses to chip giants. According to the news, Samsung Electronics and SK Hynix have obtained a one-year license and are exempted by the rules. In the next year, Samsung Electronics and SK Hynix can continue to purchase advanced equipment from US suppliers to their mainland factories.
After this, Intel and TSMC also announced that they have obtained US licenses. Looking at it separately, Intel can continue to participate in the normal operation of its factory in Dalian, China, and TSMC's 28nm production expansion plan can also be carried out as usual, and it will last for one year.
In the past, the United States usually released licenses for about a few months, and submitting an application may not necessarily result in the desired results. But after the United States opened another round of rules, Samsung, Intel and TSMC took action one after another, and the speed of obtaining licenses was really fast. What does
Meili Relaxation License Authorization mean?
It took only a few days from the announcement of rules and measures by the United States to the major giants obtaining permissions, which is a phenomenon that has never happened before. So what does the United States relax its licensing and authorization mean?
has the American style of doing things and will not do anything abnormal for no reason, so there must be a deeper purpose to let the United States relax. At this stage, the United States has been promoting the development of localization of chips and wants to bring Taiwan Province, Japan and South Korea into the "chip four-party alliance", but there has been no progress for a long time.
Once a chip four-party alliance is established, the United States will be able to better obtain support from the semiconductor industry chain in Asia, and it will be easier to change the structure of the semiconductor industry.
But the problem is that members of all parties are not very interested in joining the alliance. After all, it is easy to touch core interests and affect the direction of market cooperation. What's more, the right to speak in the alliance may not be equal. As the initiator of the alliance, the United States definitely hopes to have the greatest voice. In this way, the alliance members will make more or less concessions in the future.
Overall, joining the alliance does not have much necessity or benefits to all members, which is also the reason why the alliance has not been successfully established.
Because they are teammates, the United States is not able to make the situation impossible. The United States issued a license and authorization, indicating that these members can continue to participate in the market layout by joining the league.
, from the perspective of giants such as Samsung and TSMC, see the sincerity behind the U.S. liberalization of licenses at critical moments, so it is estimated that it will be considered whether to join the alliance. This is exactly what the United States wants. Liberalizing permission will not bring any losses to the United States, and it can win over teammates. The United States naturally knows what to do. The biggest beneficiaries under the
license
Samsung, SK Hynix, TSMC and Intel have all obtained licenses, and all parties can participate in the market layout as usual. Although they have obtained licenses, who are the biggest beneficiaries under the license? Maybe it's Intel.
You should know that Intel is the United States' own person. Among the chip subsidy amount provided by the United States, Intel can get about 12 billion US dollars.
and the United States has formed a four-party chip alliance. The deeper meaning also includes restricting Samsung and TSMC's development, thus giving way to Intel.
If South Korea and Taiwan Province agree to join the chip quadruple alliance due to licensing, the United States can ask the alliance members to make what layouts? Whether Samsung and TSMC can obtain the supply of advanced semiconductor equipment also requires the United States to agree.
What if the United States no longer continues to authorize after the one-year license expires? We cannot judge the future development direction of things, but we can know that the United States only puts Intel's development and rise first, which is an important layout for the United States to revitalize chip localization.
TSMC, as the leading chip manufacturing giant in Intel, who can guarantee that the United States will not have other ideas?
was written at the end
Now TSMC, Samsung and other giants can easily obtain authorization because these licenses are irrelevant to the United States and can also prompt them to change their attitude towards joining the alliance. However, the most advanced EUV lithography machines and other equipment are still the same. There will be no pie falling from the sky. While making profits, you should also know why the pie comes.
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