Chip bill seems to have become the key to whether major chip giants are willing to build factories in the United States, not long ago Intel because the chip bill did not pass the original july to build a 100 billion chip factory plan can only be postponed, the CEO made it clear that Intel to build a factory heavily rely on the chip bill promised in the 52 billion subsidies, this money is not finalized, Intel does not have the courage to build this factory. Recently, the US secretary of commerce has been a bit on fire, because similar things have happened again, and Global Wafer also plans to build a factory in the United States, which is also determined by whether the chip bill is passed.
Universal Wafer Plan to play big!
Global Wafers, the world's third-largest wafer producer, has announced that it will build a 12-inch silicon fab in The United States, which is scheduled to be officially put into operation in 2025. Once completed, the plant will create 1,500 new jobs for the United States, with a monthly wafer production of up to 1.2 million. But people are also conditional, waiting for the chip bill to pass, with subsidies to be able to go to the project.
This is not the US Secretary of Commerce Gina Raymond is in a hurry, Intel postponed the construction of the factory she is not in a hurry, this time is really anxious. She kept urging Congress to pass the chip bill quickly and stop procrastinating. If you drag it on any longer, the fat meat that will not reach your mouth will be gone. Senior U.S. officials are vying to do enough in their terms of office, which is very beneficial for the next term of re-election, and Raymondo certainly hopes that universal wafer fabs can be finalized quickly, which is also written in her credit book.
The CEO of Global Wafer approached Raymondo several times and made it clear that he would wait for the chip bill to pass and make sure that he could get subsidies before he could start work. Raymondo is well aware that if the bill cannot be finalized before the August recess, the future passage of the chip bill will be far away. The attitude of global wafer CEO and Intel's head are consistent, and the chip bill is an important consideration for chip manufacturers to build factories in the United States in the future.
The U.S. Commerce Secretary is optimistic about the future of the semiconductor industry
Raymondo said she is very optimistic about the future of the semiconductor industry, and in the next 10 years, the market demand for chips may double. In order to meet the needs of the future chip market, it is necessary to build a factory as soon as possible, because it takes several years for the fab to be built and operated. Raymondo's views have also been endorsed by global wafer CEO, the group plans to ensure that the factory floor is turned into cement in November this year, so it is very urgent to hope that the chip bill can be passed as soon as possible.
The $52 billion subsidy can solve a considerable funding gap for the group, and Raymondo believes that for the United States, which intends to vigorously develop the chip industry, it should spend the funds on the core industry and make a decision as soon as possible. It can be seen that it is not easy for U.S. companies to build factories in the United States to get this subsidy, but it is conceivable that it is even more difficult for Azione sons like TSMC to expect to get subsidies, and the 12 billion iron that TSMC builds in the United States is bound to be adrift.
The future of chips may not be so good, and Raimondo should have misjudged
Regarding the chip industry, the original most optimistic is ASML, which believes that the Russian-Ukrainian incident led to the shutdown of ukrainian factories, and the shutdown of asML neon gas in Ukraine will affect the capacity of lithography machines, which will lead to a global chip shortage, and it is estimated that overcapacity will occur at the end of 23 years. Under the influence of ASML's point of view, the world has fallen into a core war, the chip market revenue continues to rise, and ASML makes a lot of money.
However, what people did not expect was that under the influence of the epidemic, many people's lives were not good, and the demand for chip-related products was greatly reduced. Mobile phone manufacturers therefore cut orders of 200-300 million, PC manufacturers therefore cut tens of millions. Its upstream manufacturers Qualcomm, MediaTek, etc. can only follow the order, and eventually the lithography machine manufacturer ASML is affected. Chip market revenue growth slowed down, down 0.03% month-on-month, according to professional analysis, which released an important signal that the chip surplus crisis will soon come.
Omdia said that according to the law of the chip market in previous years, the revenue of the first quarter is the vane of future revenue, if the revenue of the first quarter is not ideal, the next average decline will reach 4.4%, and the harvest of this year will not be too good. It may be that the recent weakness of the chip market has led to resistance from Congress to pass the chip bill.
Write on the back
Obviously, Raimundo will not care so much for the achievements of his term of office, even if the flood is terrible after I leave. But for where the chip market will go in the future, it may have to wait for the market to make a final judgment. The author believes that in such an environment as the epidemic, relying on the experience of previous years to predict the future still faces more uncertainty. Global Wafer's plan to build a factory in the United States is blocked in front of Congress, which may not be necessarily a bad thing for the group!
The US Secretary of Commerce is in a hurry! The chip bill is no longer passed, and Universal's fab construction plan is yellow
The fat meat to the mouth is gone? This time, the US Secretary of Commerce was really anxious
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