In the context of the continuous shortage of cores in the world, all countries are making every effort to develop the semiconductor industry. Among them, the United States is like an ant on a hot pot, eager to promote the rapid development of local semiconductor manufacturing.
In June of this year, the United States provided 52 billion US dollars as a subsidy, in order to attract global chip manufacturers to build factories in the United States, trying to create a complete chip supply chain.
In fact, the U.S.’s advantage in semiconductor manufacturing is no longer what it used to be. You must know that the U.S. once had a 42% market share in semiconductor manufacturing, but now, the market share has dropped directly to 17%.
Data shows that today 80% of the world’s chip manufacturing is contributed by Asia. In 2020, TSMC alone will account for 24% of the global semiconductor production capacity.
Therefore, it is not surprising that the United States wants to establish a complete chip supply chain locally. TSMC, Samsung and Intel have all been invited by the United States to build factories.
However, for the United States to build a complete chip supply chain, TSMC founder Zhang Zhongmou said that the US chip-making plan is unlikely to succeed.
In addition, Zhang Zhongmou is even more valuable to directly attack the key point of the unsuccessful US chip manufacturing. He said that the US supply chain is incomplete and the production cost is high, making it difficult for the US to establish a complete chip supply chain.
First of all, from the perspective of the US semiconductor supply chain, according to the assessment report issued by US institutions, in the complete process of the semiconductor industry chain, the US has the leading advantage in chip design and equipment, but in terms of manufacturing, packaging and testing, and chip materials, the US has There are huge challenges.
Throughout the global semiconductor industry chain, chip manufacturing is concentrated in South Korea and Taiwan, China, chip materials are concentrated in Japan, and the most advanced packaging and testing industry is also in Taiwan.
Therefore, if the United States wants to establish a complete chip supply chain, it needs many efforts. In addition, Zhang Zhongmou once said that the United States also lags behind Taiwan in terms of chip production talents.
The author believes that the subsidy strategy of the United States is difficult to make up for the long-term disadvantages of its local chip industry.
As for the high cost of production in the United States. In fact, local land and electricity in the United States are relatively cheap, and if TSMC goes to the local factory to build a subsidy, the labor cost is very high, especially for the high-end power technicians required by the chip manufacturing plant. If you want to hire them, you need to cost a lot.
Not only that, the high cost of the United States mentioned by Zhang Zhongmou is not only worth manpower, but also the procurement cost of materials and equipment used in the chip manufacturing process will also increase.
A large part of the reason for the developed manufacturing industry in Taiwan where TSMC is located lies in its unique geographical advantages. It can be clearly seen from the map that Taiwan, China is very close to South Korea and Japan. There is no doubt that this will greatly reduce the transportation cost of related chip materials.
If a factory is built locally in the United States, in addition to certain advantages in equipment and customers, other advantages no longer exist at all, and the cost is difficult to control.
According to the forecast of the American Semiconductor Association, in the next ten years, the total cost of ownership of new factories in the United States will be about 30% higher than that in Taiwan, China, and the cost will be between US$10 billion and US$40 billion.
Not only that, the construction of the new factory will take two to three years at the earliest before it can be officially put into operation. Even if the chip manufacturers attracted by the United States choose to build factories locally, the shortage of semiconductors in the United States cannot be alleviated in a short period of time.
Therefore, considering various factors, it is difficult for the United States to establish a complete chip supply chain. After all, there are too many shortcomings, which brings a lot of pressure to chip manufacturers to build factories. Although Intel has begun to build factories in the United States, its main The purpose is still to take a fancy to the subsidies from the United States.
So, do you think America can return to its former glory?
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