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In order to return the manufacturing industry, the United States has given a series of preferential policies, but as the United States election date approaches, Korea chip manufacturers have begun to worry! So what exactly are they worried about?
The answer to this question is simple: United States presidents naturally go in different directions, especially Trump, who advocates "United States first."
Good policies and preferential policies should be given to United States companies first, so many foreign companies in United States are worried that Trump will cancel the existing preferential policies, including Korea chip manufacturers.
1. Korea chip manufacturers are frightened!
Korea's chip makers are not doing well, their stock prices are starting to plummet, and investor confidence is severely undermined.
This is all because of Trump's public remarks, "United States gave all the money to foreign chip manufacturers, and the money originally belonged to our United States companies, but now it has been taken away by Taiwan and Korea!" ”
Trump has made it clear that once he comes to power, it will be time to revive United States local chip companies, when the preferences for foreign chip manufacturers will no longer exist, and the United States chip industry will become strong again.
As soon as Trump spoke, the stock prices of Korea companies began to plummet, such as the world-famous companies Samsung and SK hynix.
Among them, SK hynix Chairman Chey Tae-won even said that if Trump cancels the chip preferential policy after taking office, then SK hynix will fully withdraw from United States.
Of course, Choi Tae-won didn't express it so directly, but a discerning person can still see the threat in it at a glance.
It is understandable that SK hynix chose to withdraw its investment, after all, businessmen are profit-seeking, and building factories in United States is already very expensive, coupled with the world's highest labor costs, if there is no subsidy, Korea these chip manufacturers will have to lose money.
2. United States' chip subsidy bill
In 2022, United States introduced a chip subsidy bill called the "CHIPS and Science Act", in which United States spent a total of $52.7 billion to subsidize chipmakers.
Attracted by huge bonuses, world-renowned semiconductor companies have come to United States to build factories, such as TSMC and SK hynix.
Among them, TSMC has made the fastest progress and invested the most, and as of April 2024, TSMC has invested more than $65 billion in United States.
Samsung Semiconductor has also invested a lot, up to $45 billion, and according to the subsidy policy, TSMC and Samsung can each receive $6.6 billion in subsidies.
In this way, the United States chip subsidy policy has achieved a lot of results, and the most important thing is that the world's top chip manufacturers have brought their technology to the United States, which has also indirectly increased United States's voice in the semiconductor field.
There are huge subsidies and interest-free loans, although there are so many preferential policies, but the life of these chip manufacturers is not very good. The main reason is that the labor cost of United States is too high, in addition, there is a great lack of talents in the semiconductor industry in United States, and there is a gap of at least 70,000 people in the United States semiconductor industry.
If the personnel are not in place, it will affect the efficiency of chip manufacturing, and at the same time, it will also hit the confidence of foreign chip manufacturers.
In addition, the problem of high costs has also affected the enthusiasm of investors, taking Samsung as an example, planning to build a factory and actually building a factory are two different things, and after Samsung invested in, managers found that the actual cost in United States is four times more expensive than the planned cost.
This is obviously unacceptable to Samsung.
3. United States chip manufacturing does not have an advantage at all
For United States, as long as the chip manufacturers are willing to come, then the conditions are easy to say, but when these companies really come, they will find that reality and imagination are fundamentally different.
United States workers are human rights, and the most important thing is that Americans do not have an overtime culture, let alone pay more for no reason.
If the quality of workers is not good, it will naturally affect the work efficiency of the factory and the yield rate of the product, which will lead to a decrease in product profits, which is obviously what Samsung and TSMC do not want to see.
Don't look at the chip preferential policies given by the United States are very attractive, but if you want to get the full subsidy, the United States is conditional.
According to the United States's usual hegemonic behavior and handling style, as long as you take the money of the United States, then your factory will listen to the United States.
For example, in the next 10 years, these manufacturers are not allowed to build factories in countries that have bad relations with United States, such as China, Russia, etc.
And the money is not so easy to get, and the United States subsidy bill is more like a bait, United States people through generous subsidy policies to let foreign chip manufacturers build factories in United States.
After the project starts, the face of the United States government changes, because they have all taken the bait, so the next step should be to negotiate the conditions.
If you want to get subsidies, there is no problem in the general direction, but when it comes to specific links, the United States has one small requirement after another, such as process requirements, such as restrictions on building factories in China.
In addition, some regions even require chip manufacturers to provide technology, which is obviously beyond the scope of the subsidy policy.
4. Strengthen yourself and suppress others
If the United States government's current chip subsidy policy is a win-win situation, then Trump's policy is a win-win situation for United States.
In fact, there are good and bad aspects of the two different policy directions.
But overall, it's clear that the former is more feasible.
Because in the subsidy policy, there is such a rule, Korea manufacturers in China is not impossible, but must be limited, at the same time, to provide a relevant capacity report.
United States see China as an imaginary enemy, in the past, semiconductors were a global industry, but under the intervention of United States, the global supply chain system of semiconductors is suffering serious damage.
As long as United States companies use technology, they are under the control of the United States.
In addition, the United States is also increasing blockades and sanctions against China.
In previous years, China's semiconductor industry was caught off guard by the United States, but after several years of development, the mainland semiconductor industry has undergone several major adjustments, and our enterprises have passed the most difficult period.
At this stage, although the mainland is not yet able to independently manufacture chips with advanced processes, it has begun to slowly exert its strength in the field of mature processes.
Except for some high-end electronic products that require advanced process chips, chips from all walks of life do not require such a high process. From this point, it can be seen that China is not in a hurry to break through the advanced manufacturing process, after all, the technical barriers involved are still very high, research takes time, and research and development need to be accumulated.
Mature process chips, that is, above 7nm, this part of the technology has been tested and mastered in China, and even some processes can be 100% localized.
I have to say that under the blockade of Europe, America, Japan and South Korea, China's semiconductors have made such remarkable achievements, which is a very remarkable thing!
After reading Korea worries about United States and the rise of China's semiconductors, what do you think about this, please leave a message in the comment area and tell us your views!