Recently, for the chip thing, various countries around the world have gone crazy, the European Union recently introduced the "Eu Chip Act", planning to spend 43 billion euros to subsidize chip companies, and the United States

Recently, for the chip thing, various countries around the world are crazy, the European Union recently introduced the "EU Chip Act", planning to take out 43 billion euros to subsidize chip companies, and the United States introduced the "2022 US Competition Act" plan to take out 52 billion US dollars to subsidize chip factories. TSMC is investing $12 billion to build a new chip factory in Arizona, while Intel is investing $20 billion in Ohio to expand chip capacity.

The intention of the United States is, of course, to maintain the leading position of global chips, while the European Union hopes to increase the market share of chips now from 10% now to 20% in 2030. There is deep anxiety in both the United States and Europe, as China is now vigorously developing its semiconductor industry, with nearly 20 semiconductor companies in the pipeline in 2021. In 2021, China's chip production has surpassed That of Taiwan and Japan, accounting for almost 10% of the global market share, and when all these chip factories are put into production, China's production capacity will be further improved.

The completion time of chip companies subsidized by the two investment laws in Europe and the United States will be after 2024 and 2025, that is, it is basically synchronized with China's chip factories, so the production capacity of global chips will change significantly.

There is a practical problem that countries can compare the current capex investment, that is, Europe and the United States invest so much money to increase semiconductor production capacity, but once the chip factory is put into production, the comparison is OPEX. According to statistics, the cost of producing a chip in Europe and the United States is about 5 to 6 times the cost of producing a chip in Asia, so how to ensure the competitiveness of chips in the world in the future of these chip companies in Europe and the United States is a big problem.

Once these large number of chip factories in China are put into production, they will build a global product competitiveness with their low operating costs, starting with low-end products, and slowly penetrating into high-end chips through rapid iteration and ability accumulation. As far as the world is concerned, the demand for low-end chips is the largest, and high-end chips are only currently used in the field of mobile phones.

Therefore, it is foreseeable that after 2025, the global chip pattern will undergo a large-scale reshuffle, and we will have more and more opportunities over time. Once we've solved the chip problem, the West will no longer have the other fundamental technology that stuck us.

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