According to a report on November 25, Bob Swan, CEO of the US chip giant Intel, recently announced to the US government in an open letter that , as the cost of chip manufacturing continues to rise and subsidies received by overseas competitors, the local government should Increase investment in semiconductor manufacturing to ensure that the country’s enterprises can continue to lead the next generation of innovative technologies.
Bob Swan pointed out that the United States currently accounts for only 12% of global semiconductor production capacity , and more than 80% of production capacity comes from Asia. Z5z means that although the United States has the ability to "card the neck" of the global electronics industry, and many advanced chips are designed locally, only a small part of the chips are manufactured in the United States.
It can be said that in recent years, with the rise of Asian chip giants such as TSMC and Samsung in the field of semiconductor manufacturing, American chip design companies such as Intel, Apple, and Qualcomm are increasingly dependent on Asian foundries.
According to TrendForce’s second quarter global foundry market share report, most of the top chip foundries are from Asia. Among them, TSMC accounted for 51.5%; Samsung accounted for 18.8%; and UMC's market share was 7.3%. Z5z TSMC's 2019 annual report also shows that revenue from the North American market has accounted for 60% of its total revenue. Take Intel as an example. On July 27 this year, the company stated that it had booked a production capacity of 180,000 6nm chips from TSMC in 2021.
The above phenomenon shows that semiconductor manufacturing has gradually become a shortcoming in the US industrial chain. In order to reduce its dependence on Asian factories in the field of chip manufacturing, at the end of May this year, the American Semiconductor Industry Association (SIA) sought a US$37 billion national funding support from the US government, including subsidies for the construction of chip factories and increased R&D funding. .
Generally speaking, the current US chip industry is facing the problem of relying on foreign chips, and for the chip manufacturing country, the United States, this may cause the country's "monopoly position" in this field to be threatened.
Text | Lin Miaoqiong Title | Xu Xiaobing Picture | Lu Wenxiang Review | Lu Shuoyi
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