The global "chip shortage" continues to spread, and Biden continues to invite major chip manufacturers around the world to discuss together how to get out of the predicament. Only five months have passed since the semiconductor summit held in April 2021, and the United States has extended its grip on Samsung, and TSMC .
1. Global chip shortage
The global chip shortage is a structural shortage from a professional point of view.
1, Consumer demand increases. The global economy in general is developing rapidly, especially as a populous country, China has experienced rapid economic growth in recent years. People's demand for cars, laptops, and smart phones is also rising rapidly.
5G mobile phones are available, making major manufacturers full of confidence and planning to take the opportunity to capture market share. Huawei , , millet , OPPO and other brands of mobile phone shipments soared, also resulting in a shortage of raw materials. This is a reason for the shortage of chips.
2. During the epidemic, the global economy experienced a short-term decline.Production stops in various industries have led to the cancellation of chip orders. However, after the economic recovery, demand rebounded rapidly, causing various manufacturers to increase horsepower production, but the supply still fell short of demand.
3, The chip foundry has a large gap. In order to expand production capacity, various manufacturers have established chip foundries. However, the time period from site selection, plant construction to commissioning is relatively long. It is temporarily difficult to meet the huge market demand.
2. American technological hegemony
The semiconductor summit in September 2021, covering more than 20 fields around the world. Samsung, TSMC, Ford, Apple, and Microsoft are all present. The United States requires Samsung, TSMC and other foundries to hand over trade secrets related to sales records, orders and inventory. The deadline is 45 days. US Secretary of Commerce Raymond declared at the meeting that the US move was to improve the transparency of crisis handling, in order to determine the root cause of the shortage.
In theory, the purpose of this policy proposed by the United States is to balance supply and demand, that is, to turn market economic behavior into controllable planned economic behavior. In fact, the subtext of the United States is very clear: if the United States wants to intervene in this industry, no one can interfere. It is for him to coordinate the global unified industry and industrial policies, and he will act as the regulator of this industry.
is very obvious,Under the guise of dealing with the crisis, the United States has completely extended its hands to the entire chip industry economy. From this perspective, the several meetings held in the United States for several months have further proved his strategy: to hold the integrated circuit industry in his own hands.
But from the perspective of companies such as Samsung and TSMC, there is a major hidden danger. handing over these data means handing over all the core secrets of the company, including its own production, inventory, spare parts, stocking, parts, as well as the entire transportation and sales volume.
One thing we are worried about now, or what manufacturers are worried about, is that Samsung is a Korean company and TSMC is a company from Taiwan. When we hand over all these data to the United States, will the United States take this opportunity to transfer all these things to its own companies, such as , Intel and other chip companies.
But in the meeting, when Raymond was asked what would happen if these companies were not willing to hand over their core secrets? Raymond replied strongly: “We have many ways to get companies to hand over data. When necessary, we will take some actions.” South Korea believes that even if companies are reluctant to hand over data, they will ultimately not Will refuse. Tang Mingzhe also believes that it is difficult for TSMC to say no.
Because after losing Intel, the United States began to think of ways to develop its own semiconductor technology. So the U.S. government took the initiative to find TSMC and offered very favorable terms in terms of taxation and land policies to attract TSMC to set up OEM factories in the United States.
Intel invested in TSMC’s foundry in the United States: Wafer Chip Factory. Combined with the content of several semiconductor summits, the intentions of the United States and Intel are already obvious. It is to expand the US semiconductor industry and use other people's technology to transfuse Intel.
During this round of the planned economy's supply and demand balance process, the United States took the opportunity to realize the full Americanization of the capabilities and technologies of the entire chip industry. Historically, such operations in the United States have not been done once or twice.
Let’s review the Alstom incident in France. At the beginning of the 21st century, Alstom is the world's industrial leader, and it also has a very important strategic significance for France. Alstom ranks first in the world in the fields of energy, nuclear power technology, and high-speed train technology. Alstom is also the manufacturer and maintainer of French aircraft carrier engines and plays a very important role in the military field.
GM was obviously unable to acquire such a company, so the US judicial department started with a corruption investigation. The United States, which pursues hegemonism, has given itself power in a hegemonic and absurd manner, and enacted the Foreign Corruption Act. The bill stipulates that as long as the settlement is in U.S. dollars,Must be supervised by American law.
openly launched an internal investigation into Alstom. The United States used various means to find loopholes in Alstom’s 2003 bid for the Talahan Power Station in Sumatra, Indonesia.
In fact, an investigation showed that the general company that participated in the bid was also suspected of bribery. Moreover, within General Motors, there are positions available for retired personnel from government departments. This kind of internal trading of rights is ignored by Americans. In the end, Alstom paid a huge fine. General Electric of the United States acquired 70% of Alstom in France at a price of 13 billion US dollars. It is 3 billion US dollars lower than the market estimate.
Coincidentally, in the 1980s, because Toshiba provided high-performance machine tools to the US's largest rival, the Soviet Union, the United States launched sanctions against Toshiba. Although Toshiba quickly recovered its vitality, the Japanese semiconductor industry suffered heavy losses. On the surface, these events are all policy adjustments of an enterprise. In fact, the United States refers to the entire industrial chain in order to ensure its global technological hegemony.
Military, U.S. dollar, and technology are the three key factors for the United States to dominate the world. Because France's Alstom, Japan's Toshiba, and even Samsung and TSMC now face such a powerful country, no company can withstand the intimidation and blackmail of such a powerful hegemonic country.
3. Conclusion
At the same time, Samsung and TSMC should already know whether the United States is a friend or an enemy. At this time, our country has truly ushered in an opportunity for cooperation. The United States has shown his hole cards, and then it will be time for us to play.
chip technology battle will be long-term. How do we protect our own corporate interests to maximize, how to train more and better professionals in integrated circuits, how to develop our own integrated integrated circuit industry system, this is what we should be more concerned about.
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