Beauty chip subsidy is the "poison" of Taiwanese enterprises and Korean companies?

The "2022 Chip and Science and Technology Act" (hereinafter referred to as the "Chip Act") passed by the United States will provide a semiconductor company with a factories of over 52 billion US dollars to set up factories to set up chip production capacity in the United States. The output of advanced process chips below 28 nanometer in the mainland, once the United States subsidies must be refunded in violation of regulations. This puts a dilemma in semiconductor companies in South Korea and Taiwan. Some media analysis believes that the "chip bill" in the United States is "false candy, real poison".

Statistics released by the international data analysis agency Statista show that the global share of the United States has fallen significantly, and the share of mainland China has grown rapidly.

TSMC does not want to do "choice questions"

According to Taiwan's "United Daily" on the 13th, after the US "chip bill" passed, TSMC's investment in Arizona USD $ 12 billion will be subsidized by the United States for US $ 1/3 of the US $ 4 billion. But even if the "subsidy red envelope" for the United States, TSMC today is not shrouded in an optimistic atmosphere. Zhang Zhongmou, the founder of TSMC, said that he was not optimistic about the United States for semiconductor manufacturing. The lack of chip manufacturing talents will eventually be "busy." TSMC Chairman Liu Deyin recently said in an interview with the United States Cable Television News Network that the mainland market accounts for about 10%of TSMC's revenue, and it is a large and active consumer electronics market. Public information shows that TSMC has 16 -nanometer and 28 -nanometer chip manufacturing factories in Nanjing. It is the only company that produces 28 nanometer in the mainland. Data show that Apple, the largest customer of TSMC, contributed 26%of its revenue, and Apple's second largest source of income is the Chinese market, and Apple's foundry production is mainly in mainland China. TSMC's performance is quite related to the mainland market.

Because of this, the island does not think that TSMC will "abandon the beauty of the land." The Lianhe Daily states that unless the United States continues to subsidize, the effect of subsidies is limited, and the cost pressure is still challenging in the middle and long term. At present, the analysis of Tielian will strictly control the operation of the US plant to reduce its impact on the overall company's profits. It is expected that US plants will only account for 3%of the company's output in 2024.

"Fake candy, genuine poison"

Taiwan's "Wang Bao" quoted relevant analysis on the 16th that companies such as TSMC, Samsung, and other companies knew that even when they set up factories in the United States, they did not dare to take the most advanced technology. In addition, there are clauses on the mainland in the bill. If you accept the subsidies of the United States, it is actually equivalent to giving up the huge development opportunities of the mainland chip industry in the future. This "two -choice" is unbearable for any international chip company. Some public opinion on the island is also very alert to the "chip bill" in the United States, and even believes that it is "poison". Chen Wenqian, a senior media person, analyzed that the US "chip bill" actually refers to Taiwan -owned enterprises. Many people have not noticed that there are the words "don't depend on Taiwan -enterprise" in the field of chips and other fields. She said that the US Minister of Commerce Raymond Doro warned the United States overly depending on the chip produced by Taiwan companies. One day, I am afraid that it will become a "major national security crisis."

According to Taiwan's Zhongshi Electronics News, the US "chip bill" is "false candy, genuine poison". It is said that it is a "poison" because the bill restrictions on the "candy" semiconductor company cannot invest or expand high -end production capacity in the mainland within ten years. High -tech companies are competing fiercely. If they do not advance, they will retreat.

Former "Minister of Economic" in Taiwan, Yin Qiming previously wrote that in order to ensure the source of advanced chips, the United States is adopting a multi -strategy. The most direct method is to put pressure on the stagnant platform to set up a factory in the United States; Nano -process; the third road is other suppliers other than the accumulation of electricity, such as Samsung, Intel, etc. Although these manufacturers are still difficult to match TSMC in the foundry field, they cannot be underestimated.

South Korean industry industry pull alert

South Korea apparently noticed this. South Korea's "Korean Daily" reported on the 13th that the US "Chip Act" was alert for the South Korean semiconductor industry. Samsung Electronics, SK Hynix, TSMC, Lianhua Electronics and other companies in the mainland may be hit. It is reported to quote from people in the Korean semiconductor industry to say that if semiconductor equipment cannot be updated to replace more cutting -edge equipment, it can only produce low -end products, which means that the factory will be closed. Samsung's only storage semiconductor factory overseas, the storage semiconductor output of the Xi'an plant accounts for 15%of the world's (accounting for 40%of Samsung's total electronic output), and the DRAM production of SK Hynix Wuxi plant also accounts for 15%of the world (SK The total output of Hynix is ​​nearly half). If these semiconductor companies are closed because of the US chip policy or can only produce low -quality products, global IT companies, including American companies, will be seriously affected.

"South Korea Economy" believes that South Korea needs to pay attention to the true intention of the US "chip bill". It is expected that the United States will use subsidies to attract South Korea and Taiwanese companies to build semiconductor factories in the United States, and then transfer with political and diplomatic force. And by restricting the production of Korean semiconductor companies in China, it will increase the production cost and investment cost burden of Korean companies, and semiconductor companies that are completely ordered to be in the US government will gain development.

Korean media are worried that participating in the United States' chip plans to suppress potential competitors China in the short term seems to be "beneficial" in South Korea.But in the long run, the United States is reducing its dependence on the East Asian semiconductor supply chain, which is a major risk factor for South Korea.A series of acts in the United States to stifle the Chinese semiconductor industry may lead to a reduction in the scale of Korean semiconductor production in the future, because once the Chinese market in the world's largest semiconductor market has begun to shrink, it is difficult for Korean semiconductor companies to be alone.▲ Zhang Jing, a special reporter in Korea in Korea ● Cheng Dong

- END -