The recently passed US Chip ActAmong them, 39 billion US dollars will be used to implement the “FY21 NDAA” Act authorized plan, mainly to assist chip manufacturers to expand factories and increase production capacity, the remaining 11 billion US dollars will be used for advanced process and other chip technology development, and the remaining 2 billion. The U.S. dollar will be used for the U.S. Defense Chip Fund, another $500 million will go to the State Department, and $200 million will be used to fund the National Science Foundation to promote the development of the domestic semiconductor industry.
Of the $39 billion used to help chip manufacturers expand their factories and increase production capacity, Intel will receive 32% of the funds, Micron will receive 21%, Texas Instruments will receive 14%, Samsung will receive 13%, and TSMC will receive 13%. 10% subsidy.
However, related views believe that although Intel received nearly one-third of the subsidy to promote the recently announced $20 billion expansion plan in Arizona, the United States, and can further promote the local employment population and related derivative markets Growth opportunities, but it may still be difficult to change the current development situation.
Even if Intel receives a lot of subsidies and is conducive to promoting the research and development of advanced process technology and expanding its foundry business, it may still be difficult for TSMC, Samsung and other companies to lead the process technology by 1-2 generations. Intel returns to the market share of the 1990s.
On the other hand, since TSMC only receives 10% of the subsidy, although it can support the plan to invest 12 billion US dollars to build a factory in Arizona, so as to ease the pressure on related costs, but in terms of its current business development, there are still many Foundry projects are implemented in Taiwan, and under the influence of the shortage of technical manpower in the United States, the main chip foundry business will obviously not be implemented in the United States in a short period of time.
Therefore, some people believe that even if the US government spends a huge amount of money to promote the development of the chip industry in the United States, it may still be difficult to reverse the current situation of American chips relying on overseas foundry supply.
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