#头条创作挑战赛 #
Korean enterprises collectively "anti-water"! The "guardrail" clause of the US chip law was announced, and Biden stabbed the big basket!
After the birth of Huawei's 5nm Kirin chip, the position of US companies in the semiconductor field was challenged, and the old United States tried to recover its disadvantages through "suppression", under the guise of "reshaping the local chip industry", the Biden team implemented a series of "psychedelic" operations.
With $52 billion as bait, inviting international manufacturers to build factories in the United States, after being restricted from cooperating with Chinese enterprises, TSMC, Samsung and other companies can only pin their hopes on the US market, compromise a series of unequal terms, and then be killed by the old United States.
Recently, the United States updated the "Chip and Science Act", the so-called "guardrail" terms and conditions were also officially announced, which caused an uproar in South Korea, directly triggered the collective "anti-water" of Korean companies, the Biden team this time is considered to be the "basket" bigger, will it affect Chinese semiconductors?
Laomei announced the "guardrail" clause of the chip law
Since the end of last year, the Biden team has continuously upgraded the "chip rules" and set up the "chip quadripartite alliance" in Asia to try to comprehensively restrict the continuous upgrading of Chinese semiconductors, but because of South Korea's hesitation, the final effect was not good, and then reached a tripartite agreement with Japan and the Netherlands to interrupt the supply of DUV lithography machines, in order to lock the 14nm process of Chinese enterprises.
Obviously, chip as a highly dependent on globalization of the industry, Laomei wants to rely on its own strength, a comprehensive blockade of a country's semiconductor operating system, obviously impossible, the forced implementation of the "chip rules", has made Laomei lose international business reputation, American companies have suffered huge economic losses, can only rely on layoffs, production cuts to maintain normal operations.
Under the guise of "reshaping the local industrial chain", Lao Mei took out the so-called $52 billion subsidy, which did attract TSMC and Samsung to build factories in the United States, but a series of operations by the subsequent Biden team were enough to make these companies "chill".
TSMC determined an investment of $40 billion, Samsung is $17 billion, according to the previously announced subsidy treaty, the larger the scale of the factory, the more subsidies to apply, but unexpectedly, the application that took two years to release has many additional terms, and as long as the application exceeds $150 million, 75% of the excess expected profit will be recovered.
Recently, the so-called "guardrail" terms and conditions of the Chip and Science Act were officially announced, which stipulates that companies applying for subsidies need to submit information on different wafer types, expected yields, and sales prices in the first year of production, subsequent annual output, sales price increases and decreases, and detailed data related to production must also be disclosed.
For TSMC, the dependence on orders of US companies accounts for up to 72%, and it is only a matter of time before these data are handed over, but for Korean companies that still have some autonomy, it is naturally unwilling, once all this information is made public, the company will directly become transparent, which will bring a fatal blow to the entire semiconductor industry in South Korea.
According to overseas news, if the latest rules of the old United States are officially implemented, Samsung, SK Hynix and other companies will directly give up the application for subsidies, which means that the subsequent factory construction plan will also be affected, challenging the bottom line of international enterprises again and again, obviously the Biden team is stabbing the "basket" this time.
Previously, when asked to hand over core customer data, Samsung, TSMC and other companies have been reluctant, if this time to hand over these data, this is equivalent to being completely "hollowed out", Korean companies naturally have to "hard" to the end, even if the final result is not very optimistic, but also to retain the greatest advantage for themselves.
Impact on Chinese semiconductors
TSMC founder Zhang Zhongmou has repeatedly stated: "Going to the United States to build a factory will fail!" However, in the process of interviewing the Americans, there was a claim to support the practice of "restricting China's semiconductor development", apparently he has been made "old and confused" by the old United States, and also confirmed that TSMC wants to return to the mainland market.
As the central media has repeatedly called for "abandoning all illusions", whether for Korean companies or TSMC, we cannot have too many illusions, even if the chip rules can be lifted, but the situation of high dependence on European and American technology, if it cannot be effectively solved, is destined to repeat the mistakes of the past.
Although TSMC, Samsung and other companies promised to build factories in the United States, they were unwilling, and wanted to stabilize these manufacturers, naturally to play the "despicable and shameless" tradition.
And this is just the beginning, the follow-up more excessive requirements, will be adopted one after another, which may be good news for China's semiconductor industry, the more the old United States is pressing, the more these Korean companies are looking for "new backers", and China has the world's largest consumer market, naturally the most ideal choice.
At present, the purpose of Laomei to support Intel is clear, and it has directly announced the mass production of 20A process in 2024, which is somewhat caught off guard, TSMC, Samsung and other giants naturally have to consider clearly, handing over these data means losing technical advantages, what do you think about this?