In recent years, chips should be the most frequently mentioned in the various plans and development strategies of various countries. With the continuous increase in the importance of chips in countries around the world, the status of chips is now no less than that of gold, oil and other "hard currency".
The reason why the chip is so important is on the one hand because it occupies an important position in the future development, and on the other hand, because the current production is seriously insufficient. Because chips have a high threshold in both design and manufacturing, the growth of chip production capacity is very slow, and the industry that needs chips is developing rapidly, which leads to a larger and larger chip gap.
The global market entered the "chip famine" at a very early stage, and this situation is still difficult to solve in the short term. At present, countries are increasing investment in the chip industry in order to be able to divide up more chip markets and seize the initiative.
Lao Mei invested 330 billion yuan, and Europe is also increasing production capacity
According to the latest news, Lo Anderson Lopez, president of the Lao-US House of Representatives, said that Lao-U.S. is about to pass a new piece of legislation on the chip industry, the main purpose of which is to strengthen the domestic chip industry to cope with competition from overseas. Once the "chip bill" is passed, the chip industry in Laomei will receive $52 billion (about 330 billion yuan) of investment. This amount is close to TSMC's annual revenue ($56.8 billion), which shows that Laomei has once again made a huge bet in the chip industry.
Coincidentally, the EU has also recently said that it will introduce a new "chip law", the main goal is to increase the EU's chip production capacity. If the plan goes well, the EU will be able to increase its production capacity to about 20% of the world by 2030.
Overseas countries continue to increase chip investment, of course, the mainland can not lag behind, as early as last year, the mainland has provided hundreds of billions of subsidies, to help the rapid development of the chip industry, as for large and small subsidies, it is innumerable. In addition to the state, many domestic companies, including Huawei, Ali, Xiaomi, etc., are constantly putting out more funds to invest in the chip industry. Thanks to the "chip shortage", many domestic chip companies have also achieved great development and become the new leaders in the chip industry.
The chip industry cannot be eaten into a fat person
From the perspective of Laomei's plan, it has great expectations for the chip industry, coupled with the previous Laomei repeated crackdown on the mainland chip industry, inviting TSMC, Samsung to build factories in the old United States and other operations, the main purpose of Laomei should be to return to the chip manufacturing industry and improve domestic chip production capacity. As for chip design, chip equipment and other parts, Lao Mei is either already very strong, or it is not something that can be solved by money alone.
But can Lao Mei really achieve the rapid development of chip manufacturing? It can only be said that there is hope but not much, and it is very likely that the bamboo basket will be empty. As for the $52 billion invested by Lao Mei, it sounds like a lot, but it may not be as good as Intel's 100 billion dollar chip investment plan.
The development of Laomei's semiconductors has experienced a process of concentration in upstream industries, and once Laomei's production capacity reached nearly 40% of the world, and now only 10% is left. With the improvement of the status of the chip, the idea that Lao Mei wants to return to its former glory is understandable, but if you really want to complete this plan, it is certainly not a simple matter of throwing money.
Chip manufacturing is a complex industry, which needs to go through chip design, wafer production, packaging, testing and other links. Needless to say, Laomei is top-notch, but in the aspects of wafer production, packaging and testing, Laomei can not do it, so Laomei will hope that TSMC will build a factory in Laomei to help it develop domestic chip manufacturing.
So what help can TSMC provide to Laomei? The equipment for the production of chips is certainly not lacking, but the old beauty is much worse in terms of technology and manpower.
Needless to say, TSMC and Samsung have been leading for so many years, and have already formed an industry monopoly, and the current 5nm chip manufacturing can only be done by these two, and the chip manufacturing process of laomei wants to reach the level of TSMC, and the difference is still very far.
Manpower is a roadblock to the old beauty. The reason why Laomei's manufacturing industry is lonely is because of the long-term transfer of downstream industries to overseas, resulting in a lack of skilled workers in China. We say that equipment can cost money, and technology can also spend money to "walk the relationship", but what about talent? Especially technical talents, which can definitely not be cultivated in the short term. Otherwise, TSMC would not have sent its own technical talents to the Old United States to build a factory.
summary
In the chip industry, it is impossible to eat a fat person by throwing money. Not only the old United States, but also the European Union. If you want to really achieve a rise in production capacity, you need a long-term investment. Therefore, in the future, this chip dispute is estimated to continue for a long time.
Investing 330 billion yuan in chips, may just be "bamboo basket to draw water"?
330 billion investment to "drift"? The chip industry can't eat a fat bite