According to media reports, this evening, Zhang Zhongmou gave a speech entitled "Learning and Growth of Entrepreneurs" at the 20th anniversary dinner of the Yushan Science and Technology Association and answered some questions.
He noted that globalization and free trade in the past had brought prosperity to the world. In the past, Thomas. Friedman once wrote that "the world is flat," but now the world is no longer flat. The U.S. semiconductor supply chain is incomplete and the production costs are high, so he believes that the United States is unlikely to promote its success in semiconductor manufacturing.
Someone asked him about the United States actively promoting local semiconductor manufacturing, and Intel intends to expand investment, Zhang Zhongmou said that the United States in the past semiconductor manufacturing market share of 42%, has now fallen to 17%, and the U.S. government is also actively promoting semiconductor localization production, hoping that semiconductor manufacturing market share will pick up. In his view, the supply chain in the United States is imperfect, and the production cost is high, and the local American semiconductor manufacturing industry cannot succeed.
Regarding Intel's active publicity about the impact of U.S. government subsidies for U.S.-based semiconductor factories, Zhang Zhongmou said that Intel's motivation is to target U.S. government subsidies, but this is a challenge for semiconductor factories in Asia and even globally.