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Introduction: China's semiconductor industry has become a hot topic due to the dispute between Huawei and TSMC. However, the chip bill in the United States, TSMC's move to move and the development of the semiconductor industry in Chinese mainland are triggering changes in the global pattern. Let's dive into this situation.
Part I: The Fate Dispute between Huawei and TSMC
At its peak, Huawei was once the "hegemon" of the smartphone industry, but ever thought that a chip could change everything? TSMC is a key player in this game. The United States, in order to allow TSMC to come to build factories, introduced a high-value chip bill. But what is the real motivation behind it? In recent years, the U.S. has tried to attract Asian chipmakers, but it has not been easy to obtain these subsidies. To gain support for the Chip Act, manufacturers would need to abandon plans to build fabs on the mainland, which would mean it would not be possible to produce wafers with advanced processes in China for the next decade.
However, when TSMC held a "relocation ceremony" in Arizona, the promised high subsidies were only a fraction of Intel's. American capital Buffett and others have also sold TSMC shares one after another, leaving TSMC in trouble. Even more worrying, TSMC has airlifted thousands of senior engineers and equipment to U.S. factories. All this makes people wonder, is the relationship between TSMC and the United States really as it seems?
Part II: TSMC's Major Decisions
TSMC's decision has attracted widespread attention. TSMC, which once announced the postponement of plans to build a factory in Europe, later decided to restart the Nanjing plant Chinese mainland. What does this decision mean? Some argue that TSMC is reluctant to waste resources in places like Europe and insists on returning to the mainland market, although that could lead to greater controversy. The US media have said that TSMC does not seem to sincerely support the US plan, but wants to make things bigger.
However, the question is, will TSMC's return be enough to change the status quo? There is no doubt that China has built a number of mature chip foundry factories such as 28 nanometers, and their production capacity and quality are no less than TSMC. Therefore, the mainland market does not urgently need TSMC to expand the production capacity of mature chips such as 28 nanometers.
Part III: The Future of China's Semiconductor Industry
Recently, the State-owned Assets Supervision and Administration Commission (SASAC) announced an important decision to emphasize that it will increase investment in science and technology in key areas such as integrated circuits and industrial mother machines in the future. This policy clearly indicates that China will continue to develop the domestic semiconductor industry and strengthen independent innovation in core technologies. In addition, the state will provide financial and technical support to promote the development of innovative technology enterprises, such as SMIC, Shanghai Microelectronics, Huawei, Loongson and so on.
It is worth mentioning that the People's Daily has always stressed that Chinese companies should abandon their dependence on overseas companies, because key core technologies cannot be obtained through purchase, borrowing or cooperation. Therefore, domestic scientific research units and technology enterprises must work together to promote China's semiconductor industry to a new height. Once China masters the technology to mass-produce high-end chips, U.S. corporate sanctions against China will become ineffective.
summary
The development of China's semiconductor industry involves complex issues in international politics, scientific and technological competition and global supply chain pattern. TSMC's choice, the U.S. chip bill, and the Chinese government's policy decisions will all have a profound impact on future development. Despite the challenges, China's semiconductor industry is actively seeking independent development and constantly moving to new heights. This process will lead the transformation of the global semiconductor industry, and we look forward to seeing China's scientific and technological innovation continue to play an important role on the world stage."
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