The US chip bill is difficult to revitalize its chip manufacturing industry, and even Intel is running away from the local market

The chip subsidy bill launched by the United States has been disturbing for too long. Recently, the US Senate has just passed the Simplication Version of the Subsidy Act, trying to speed up the launch of subsidies to help the chip manufacturing industry in the United States. However Contradicate.

A few years ago, the United States had planned to launch a chip subsidy plan, and at the same time put pressure on TSMC and Samsung. Under the strategy of carrots and carrots in one hand, TSMC and Samsung finally agreed to build factories in the United States. U.S. factories construction has been underway.

However, the US chip subsidy plan is twists and turns, and the subsidies have not been implemented in place. Later, US local companies, Qualcomm, etc., emphasized that subsidies of $ 54 billion should only be provided to American companies. The construction process of chip manufacturing factories, Zhang Zhongmou, founder of TSMC, pointed out that it is difficult to build a factory in the United States.

At the same time, Intel, the largest chip company in the United States, has already made a choice. Its most advanced Intel 4 factory is not built in the United States but chose Ireland. It is expected that Intel 4 will be put into production in the second half of this year. From Intel It can be seen that the costs of all aspects of the United States are too high, which causes Intel to set up the Intel 4 factory in the United States.

Now the long -time subsidy plan has been greatly reduced, and it has finally been passed. However, major changes in the global chip market have undergone major changes. The expansion of chip production capacity may be forced to slow down. Enterprise promotes chip manufacturing business.

The tight chip supply in the past two years is likely to be due to the growth of market demand, but the United States' own approach to disrupt the order of the chip market. At that time, after the United States took measures to Huawei Supply is not completely free. Due to the concerns of manufacturing, companies in various economies have accumulated chips to promote the price of chips. Then the speculative capital has joined the hoarding boom, which further exacerbates the tense situation of chip supply.

In this year's automotive, mobile phones and other industries, there have been obvious declines, signs of excess supply of chips, and speculative capital selling chips have exacerbated the problem of overpowing chip supply. American chip companies first felt the impact of the excess of chip supply. Some American chip companies began to start A significant reduction of nearly 90 % was sold.

The development of Chinese chips has brought a new pressure on American chips. China has rapidly expanded mature craftsmanship production capacity since 2019. It has been opened one after another. Recently, chip companies have been interviewed. One can provide the function of similar chips in the United States, which shows the huge cost of Chinese chips in terms of cost.

During the downside of the chip, the cost will become the key to the survival of chip companies. Intel chose to build a chip manufacturer in Ireland that the United States is indeed not suitable for production chips in terms of cost, and the rise of the Chinese chip industry has caused huge huge existing chip companies in the United States. In this case, even if the United States launches a chip subsidy plan, it may not help it to develop the chip manufacturing industry. American chip companies worry that the downlink stage of the chip may cause huge losses to stop.

Looking back on the development of the chip industry in recent years, it can be seen that the United States' approach has disrupted the order of the chip industry chain forcing the global chip production capacity competition. Now that the chip downside is coming, this chip supply problem is even more prominent, resulting in a more prominent problem, resulting in a more protruding, leading to the problem, leading to a more protruding, resulting In order to survive, American chip companies must not sell their prices and sell them, and they have no motivation to promote chip manufacturing. This can also be said that the United States holds stones to smash its feet.

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