Pushing in Biden's illness, it will hit 280 billion!

On the basis of the "Chip Act", the United States Senate time on Tuesday on Tuesday, the US Senate time passed the "chip and science bill" (also known as the "chip+bill") in a programmatic voting on Tuesday. In addition to subsidizing the semiconductor industry, the bill will also allocate the research and development of cutting -edge technology, involving about $ 280 billion in funds. It is worth noting that there are still many geopolitical clauses in this bill and point their finger to China.

According to the "Wall Street Journal" reported on the 27th, the 1054 -page bill mainly covers two important parts: First, to provide $ 52.7 billion in funding support to the semiconductor industry, encourage companies to develop and manufacture chips in the United States, and provide these companies with 25 25 %Of the investment tax is exempted; in addition, the bill will authorize to provide about $ 200 billion in scientific and technical research funds in the next few years, covering artificial intelligence, robotics, quantum computing, battery technology, biotechnology, etc. For vital areas.

This bill is not a new bill, but a product of the long -term struggle between the two houses and compromise with each other. In order to pass as soon as possible, the bill has been constantly transformed in the near future to pass before the Congress closed in early August. The predecessor of the "Chip and Science Act" is a "chip bill" that specializes in financial support for the US semiconductor industry. The bill is supported in the procedural voting held by the Senate on the 19th. As one of the drafters of the bill, Senate's leader of the Senate said that at the time, as a "test voting", the result will determine whether the bill will be included in the scientific research funding part he hopes to promote. A week later, the bill was finally included in the research terms of nearly 1000 pages.

According to the "Global Times" reporter observation, although the two hospitals were seriously different, the bills of their respective versions include $ 52 billion in semiconductor support programs, and the content of scientific research allocation is generally consistent. This has also become the reason why Shu Mo dares to launch the "chip and science bill" and seek to pass as soon as possible. The Wall Street Journal believes that the newly added content represents a compromise reached by the scientific funding bill of the early Persons. Some of the content even named after the name of a member of the House of Representatives on the behind -the -scenes of the Senate's bill.

According to the US "Congress" report, this bill does not include the restriction of proposals such as US investment or fighting against Chinese trade practices. The report quoted American trade experts as described that competition with China is like running a marathon or running by itself. Fast, either tripped the other party, the current version of the bill abandon most of the content used to "trip" China.

Although there are opinions that the current bill does not include the basic trade terms, it will miss the US companies with more benefits, especially the opportunity to enhance the competitiveness of China, in fact, the two fiscal subsidy plans in the "chip and the science bill" are both Including constraints for China: On the one hand, semiconductor companies built in the United States, if they also build or expand advanced semiconductor manufacturing factories in China or other potential unfriendly countries at the same time, they will not be subsidized by the bill; Chinese military entities also Do not participate in the chip -related plan authorized by the bill. On the other hand, although the bill provides a large amount of scientific research funds, universities that have prohibited educational cooperative relationships (that is, the Confucius Institute) will obtain research funds with China, unless the university ensures complete management rights for the Confucius Institute to obtain exemption.

According to the New York Times reported on the 26th, Biden, who was input in the White House due to the infection of the new crown pneumonia, also held video conferences with corporate leaders and labor leaders on Monday, emphasizing that the above bills have ensured that the United States has become the world's most economic competitive country to ensure that the United States is the most economical country in the world. It is important. According to reports, the bill aimed at improving the competitiveness of the United States in semiconductors and advanced technology is expected to vote on the Senate on Wednesday, local time, and will be sent to the House of Representatives. It must be obtained by the House of Representatives to pass.

Regarding the US Ministry of Foreign Affairs, the Chinese Ministry of Foreign Affairs has repeatedly responded that the relevant bill advocates the development of strategic competition against China, is full of the Cold War and Zero -Hehe Thinking, and runs counter to the general wishes with the hope of strengthening exchanges and cooperation with China and the United States. Lu Xiang, a researcher at the American Institute of Chinese Academy of Social Sciences, told the Global Times reporter on the 27th that the root of the so -called chip bill is to use a large amount of financial subsidies and tax deductions to improve the production capacity of the US domestic chip. Development, but such non -market behaviors will inevitably destroy the existing global chip industry chain, and it is likely to cause excess capacity of global chips (especially advanced process chips). In the past year, the global market has indeed encountered a worse chip shortage, but the lack of is mainly used for mature process chips for cars, not advanced process chips. This bill is likely to be the force in the wrong direction.

Lu Xiang said that the United States has been embarked on China in the field of high -tech for a long time. Therefore, even if this bill is passed, the impact on the semiconductor industry in the Chinese semiconductor industry will not be obvious in a short period of time. However, he believes that semiconductors are a technology -intensive industry with global collaborative division of labor. China is a global semiconductor manufacturing country. In order to destroy the industrial chain in the United States, the American manager will have a negative impact on the recovery of the global economy after the epidemic.

Global Times reporter Ni Hao

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