Biden took out a silicon chip: China wants to dominate semiconductors, but the United States cannot

Use wechat scan QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E7%BE%8E%E5%9B%BD "> the" heart disease "of the United States. Local time 12, the United States < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%99%BD%E5%AE%AB "> the White House < / a > hosted a semiconductor Conference (video conference) to discuss how to solve the current shortage of chips in the United States. As everyone knows, COVID-19's shortage has become a global problem since its beginning. leaders of 19 large enterprises including Ford, Intel and Samsung attended the meeting. the chairman of TSMC was also invited to attend.

Biden < / a > still used China to play up the sense of urgency at the meeting, claiming that" China plans to priority and dominate the semiconductor supply chain ", and the United States can not sit by and watch. Biden did not forget the "heart and mind" 2.3 trillion infrastructure plan. He took out a silicon chip and stressed that "this is also infrastructure!" China and the rest of the world is not waiting, And there's no reason why Americans should wait.) (we're investing aggressively in areas like semiconductors and batteries -- that's what they're doing... So much we) video capture of Biden's speech at the conference. After the production side gradually shifted to Asia and focused on R & D in China, the supply side is now "choked". Biden stressed at the meeting that his $2.3 trillion infrastructure plan would "focus on building domestic semiconductor production (capacity) in the United States." "this is infrastructure," Biden said, taking out a silicon chip. "These chips, silicon chips - batteries, broadband - are infrastructure, these are infrastructure." （These chips, these wafers … Biden stressed that today he received a joint letter from 23 senators and 42 congressmen in support of the chips for America program. "If we lose to China in these highly skilled jobs and expertise, the loss will be irreparable," the letter said The letter also pointed out that "the United States relies on strategic competitors in precision semiconductors, and there are risks." According to the Wall Street Journal, Biden quoted the letter directly at the meeting, declaring that "China plans to dominate the semiconductor supply chain and invest considerable funds to achieve the goal." The letter also urged Biden to cooperate with his allies to build his own chip industry and "take more radical steps than China" (outscale China's aggressive steps). NPR mentioned that Biden's infrastructure plan has not been supported by any Republican congressmen and congressmen, and many opposition parties criticized the plan as "too broad and limited to traditional infrastructure projects such as roads and bridges." but Biden is still confident, pointing out that domestic chip manufacturing is a "cross party issue". "It's an issue that has broad support in the U.S. Senate," Biden said. semiconductor online conference White House venue the meeting on December 12 was not only attended by Biden, but also presided over by White House national security adviser Sullivan, National Economic Council Chairman Brian Deese and Commerce Secretary Gina Raimondo. senior executives from Intel & amp; t, at, and other big companies, including Hewlett Packard, Ford, etc., attended the meeting. on the supply side, TSMC Chairman Liu Deyin attended. Before attending the summit, he said in a briefing that the shortage of chips had nothing to do with the location of manufacturers, mainly due to the increase of supply chain inventory caused by the epidemic, Sino US trade tensions and the acceleration of digital transformation caused by the epidemic. in September 2020, 48 million pixel silicon-based liquid crystal digital light field chips and circuits will be displayed at Beijing Service Trade Fair. it is reported that the delegates at the meeting welcomed the White House's attention to the "core missing" issue. "This is an excellent opportunity for us to discuss long-term solutions to this problem," John Neuffer, President of the semiconductor industry association of America (SIA), said at the meeting. "in 1990, the United States produced 37% of the world's semiconductors, and now only 12%," he said. "The vulnerability of the supply chain was particularly prominent last year." Sullivan, a national security consultant, said the chip problem "constitutes a loophole in the national security of the United States." Biden's deputy national security adviser said the Biden administration regards "core deficiency" as a national security issue. "For the vast majority of emerging industries, semiconductor is the top priority, as well as pharmaceutical, aerospace and other fields. The problem is: today, almost 100% of the manufacturing end is in East Asia, and 90% is made by one company, which is a serious loophole. " NVIDIA CFO, the US chip supplier with the highest market value, said at the meeting, "problems on the supply side will continue for several months. This year, chips will continue to be in short supply. " before the meeting, the White House stressed that "the discussion is also an effort to solve the supply shortage", and said that the meeting was not aimed at making any statement or decision. After the meeting, which lasted about three hours, the White House said, "the participants emphasized improving the transparency of the semiconductor supply chain to help alleviate the current shortage. They believe it is also important to improve demand forecasting throughout the supply chain to help mitigate future challenges. At the meeting, it was also proposed to build "additional semiconductor manufacturing capacity" to solve the shortage of supply. "

the United States has a "core disease". Chinese mainland

Samsung and TSMC have no need to repeat the production capacity. But in fact, the US government is so anxious about chip problems recently, not only because of the lack of core.Many industries are suffering from serious disasters, and there is also concern about the Chinese mainland's acceleration in the semiconductor industry against the United States.

in February, CNN (CNN) issued a document saying that some experts said that when the US share in global semiconductor manufacturing declined, the share of Chinese mainland is increasing. Now the share between the two countries has been roughly . Now Chinese mainland and the United States share about 12% of global semiconductor manufacturing. On February 11, the semiconductor industry association of the United States, which is composed of leading chip groups such as IBM, Qualcomm and Intel, also hinted at this in its letter to Biden. they wrote, "the decline in manufacturing share is largely due to the fact that the governments of our competitors' countries provide them with large-scale subsidies and incentives in order to attract new semiconductor manufacturers, while the United States does not." In fact, after entering the 21st century, most of the chip manufacturing industries have concentrated in Asia. According to the release of China's semiconductor location in the global map from the end of 2015, the global share of China's Chinese mainland's wafer production increased from 9.7% to 13.9%, rising by 4.2 percentage points, and ranked fourth in 2019 in the world, after Taiwan, Korea and Japan, and surpassed 12.8% of the US in 2019. The Chinese mainland's chip capacity actually exceeds that of the US, but the reason is that many of the Chinese mainland's capacity is foreign owned. it has to be mentioned that the United States is still far ahead in the field of chip design alone. This is also the point where China is making efforts. Ning Nanshan said that in terms of the share of pure chip design companies, the United States (enterprises) accounted for 65% of the world in 2019, almost twice the total of the rest of the world. The chip designs of Qualcomm, Broadcom, NVIDIA and AMD still lead the way. by the way, the auto companies in the "core shortage disaster area" are also mentioned. At the White House semiconductor conference, several representatives from auto companies came. but according to CNBC, U.S. officials have previously pointed out that the automotive industry accounts for only 5% or less of the world's cores. So they're at a low priority with chip vendors. This is probably the reason why they bear the brunt of the shortage. In addition, the chips used in the automotive industry are far from the most high-end products, and the R & D and production enthusiasm of the supply side is not high. the April 2 issue of German business daily pointed out that "China is by no means powerless in the fight for chips " reports that although the United States is trying to make China yield by restricting semiconductor exports to China, this goal is difficult to achieve. The business daily further called on the Biden government to abandon this confrontation route and start a dialogue with China, because the relevant industries in the United States have paid a high price.

also believes that the US's "chip in the neck" in the chip industry can not only give way to the Chinese mainland, but also stimulate the Chinese mainland to build its own competitive semiconductor industry. Although this process takes time, Chinese mainland has proved that it can catch up with the whole world in the field of solar energy, train and automobile. related reading: [White House "chip summit": Automobile and electronic equipment manufacturers compete for funds] Financial Association (Shanghai, editor Wu Bin) , on Monday, Eastern time, executives from semiconductor, automotive and technology companies gathered with White House officials to discuss the growing global semiconductor shortage. No substantive decision was made at the meeting. At the meeting, Biden stressed that his chip support plan has won bipartisan support. Biden read letters from 23 senators and 42 members of the house of Representatives, all of whom supported his $50 billion semiconductor manufacturing and research proposal. in addition to the chip issue, the meeting also discussed supporting the transition of the automotive industry to clean energy, creating jobs and ensuring the competitiveness of the U.S. economy. White House press secretary Jen psaki said at a news conference that the shortage of chips is a national security issue, and the White House hopes to work closely with the industry to prevent the recurrence of the shortage of chips. in an interview after the meeting, pat Gelsinger, Intel's chief executive, said that the White House and Congress are making active efforts to support the semiconductor industry through more domestic manufacturing, R & D and the establishment of a professional team.

automobile and electronic equipment manufacturers compete for favor it is worth noting that automobile manufacturers and electronic equipment manufacturers argue endlessly about how to allocate support funds. automakers are fighting to give priority to some of the funds for car chips, warning that if the U.S. auto and light truck industry is not given priority, there may be a shortage of 1.3 million cars and light trucks this year. But manufacturers of electronic devices, which make computers and mobile phones, say the lack of cores will also have a huge impact on them, so they can't just do something for specific industries. according to people familiar with the matter, although the White House has not expressed its public position on this issue, it has privately told semiconductor industry managers that the white house does not support special preferential treatment for a certain industry. the full name of the "chip summit" is "CEO Summit on semiconductor and supply chain resilience". US President Biden, White House national security adviser Jake Sullivan, director of the US National Economic Commission Brian Deese and Secretary of Commerce Gina Raimondo attended the meeting. in terms of the company, senior executives of general motors, Ford Motor, Gexin, parka, NXP, TSMC, at & amp; t, Samsung, Guge's parent company, alphabet, Dell, Intel, Medtronic, HP and micron also attended the meeting. On April 13, pat Gelsinger, Intel's chief executive, said on Monday local time that the company is starting talks to produce chips for auto manufacturers to help ease the supply shortage of chips that lead to idle auto factories. Gelsinger said Intel is in talks with companies that design chips for automakers, hoping to produce the chips at Intel's factory. The company's goal is to start production within six to nine months. Earlier on Monday, Gelsinger met with White House officials to discuss the semiconductor supply chain. Intel is one of the last companies in the semiconductor industry to design and manufacture chips themselves. Last month, the company said it would open factories to external customers and set up factories in the US and Europe to challenge the dominance of Asian chip makers such as TSMC and Samsung Electronics. during the meeting, Gelsinger told White House officials that Intel will open its existing factories to automotive chip companies to provide more direct help to solve the chip shortage problem that has led to the current production disruption at Ford and General Motors factories. Gelsinger said: "we hope that some of the problems can be alleviated. It doesn't take three or four years to build a factory, but only six months to process certify new products. We have started to contact some key parts suppliers. " Gelsinger did not give the name of the parts supplier, but said the chips could be produced at Intel's plants in Oregon, Arizona, New Mexico, Israel or Ireland. Gelsinger also hopes that American companies will account for one-third of the semiconductors produced in the United States, currently about 12%. "I believe our goal should be for US companies to place a third of their semiconductor production in the US," he said at present, the top factories manufacturing chips are located in Taiwan Province of China and South Korea, among which TSMC and Samsung Electronics are the two largest wafer foundry companies, controlling more than 70% of the market share. Trendforce, a market research firm, estimates that TSMC makes chips for companies such as apple and Amazon, with 54% of the OEM market. Gelsinger said that although manufacturing in the United States is very important, he also believed that American companies should have intellectual property rights in advanced microchip manufacturing. "We don't just want U.S. companies to make chips in U.S. territory, but more importantly, to have overall control over the technology behind it," he said Biden's government is pushing forward its $2 trillion infrastructure proposal, which provides $50 billion for the US semiconductor industry. He regards the chip shortage that currently plagues the global economy as a "national security problem.". Biden said at the beginning of the meeting: "today I have received letters from 23 senators and 42 representatives from both parties who support the" American chip "program." In February this year, the White House also ordered a review of the US supply chain of several core products, including semiconductors. The 2021 defense act includes the chip act, which calls on the federal government to encourage semiconductor manufacturing, but does not provide funding. (small)

2023-03-22 10:04:31

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