In the era of the Internet of Things with developed 5G technology, the role of chips will become more and more important and become indispensable components in smart devices. In order to be the first among chip manufacturers, the United States has listed chip production lines such as TSMC and Samsung as unsafe, and also required them to hand over relevant orders and inventory records. In addition, the United States also wants to commit to creating local chip manufacturing, trying to create a local chip industry chain to cope with the future core shortage crisis.
The United States has invested a lot of money in the local chip industry chain, and now, the results have been released. The U.S. is said to have invested $52 billion in chips, with nearly 20 percent of that money going to build semiconductor technology centers. Even Intel will invest $20 billion in fab construction. Many people will think that these news for the long-term supply of chips for the United States TSMC, is undoubtedly a fatal blow, now the United States has been able to self-sufficiency, the dependence on TSMC is not as strong as before, and TSMC's large number of orders are from the United States and other mobile phone manufacturers, TSMC's advantages are no longer the past, for TSMC, this time is really a big loss.
However, TSMC said that the Operation of the United States is undoubtedly to put money into the sea, waste money, but also waste time, a perfect chip industry chain is not smashed by money, but after many changes to form, the United States to do this is undoubtedly to promote seedlings. What's more, the US side will throw a lot of money into established companies such as Intel, which is completely in vain.
First, although Intel is an old brand, but in terms of chip manufacturing is not as good as TSMC, very backward, in TSMC and other companies have been able to produce 3nm chips, Intel can not even independently develop 7nm chips. Intel does not have an advantage in front of the chip industry leader at all, after all, the research and development time of 3nm and 7nm chips is almost 4 years apart, and Intel has no way to catch up with these 4 years in a short period of time.
Second, the United States has long realized the divestiture of the manufacturing industry, distributed the manufacturing industry to all parts of the world, retained the research and development design rights in its own hands, and it is a little difficult to achieve the independent provision of chips. In addition, although Intel has obtained ASML's most advanced EUV lithography machine, which can achieve smaller wafer exposure, it does not help much in the manufacturing technology of the chip. TSMC, on the other hand, is able to produce 7nm chips with DUV lithography machines and produce high-quality products with secondary equipment and excellent technology, which is hundreds of times better than Intel's chip production technology.
Finally, the shortage of talent is also the most important obstacle to the difficulty of developing the U.S. manufacturing industry. The reason why TSMC does not want to build a factory in the United States is not only that there are few talents, but also the high labor costs, and the intensity and difficulty of working hours are unacceptable to most Americans. Whether it is technical or technical talent, the United States is very short.
Now whether it is in the mobile communication industry or the automotive industry, because of the rules of the chip industry and has been greatly affected, many manufacturers have begun to run for a stable supply of chips and call signs, various countries want to rectify in the chip field, want to win a certain right to speak in the global chip industry chain. This is also why the United States attaches so much importance to chip self-sufficiency.