At present, the inventory of cloud computing manufacturers in the global consumer electronics industry chain is relatively high, resulting in a more serious excess chip phenomenon. Second, it is difficult to break away from the largest chip market. Some market analysts believe that through the Chip and Science Act, the United States tries to attract semiconductor companies to set up factories in the United States through investment subsidies, and tries to prevent semiconductor companies from investing in China by restricting the eligibility for subsidies.
On the contrary, this is more conducive to our chip lineIndependent development of industry, not dependent on other countries.
In general, the United States has introduced a bill called the $52 billion bill. It means that $52 billion is invested in chip manufacturers and lithography machine manufacturers, and if these chip manufacturers have chip technology exchanges with our country within 10 years, they will be sanctioned by the United States.
This change is bound to have an impact on the global chip supply pattern. From the above, we can see that the United States is to encourage other semiconductor manufacturers to invest in the United States to build factories. This will also be half of ChinaForce to promote the chip bill, the chip gap between China and the United States is big?
1, Chinese chips and American chips from the chip design, chip equipment, chip manufacturing, sealing and testing compared to a large gap. In terms of chip design, the United States has 74 percent of the market share, while China accounts for only 3 percent, and in key technology areas such as EDA software, China relies heavily on design software imported from the United States. 2, from this perspective, the gap between China and the United States mobile phone chips is reflected in the United States sanctions on the Chinese chip industry restrictions. Although China's chip manufacturing industry in chip design, manufacturing, packaging and other aspects haveThere has been great progress, but its dependence on chip equipment, raw materials, core accessories and other aspects is still very high.
3, it is easy to be held by others, although the signing of the chip bill has an adverse impact on China's chip industry, but from the perspective of interests, China's chip industry development will be more independent. One day in the future, a very strong chip will be developed that will not be affected by other countries. 4, the indirect impact is: the chip act may open a new round of large-scale investment in the entire semiconductor industry in the United States, to a certain extent, will intensify the global semiconductor supply competitionCompetition will have an impact on China's existing manufacturers and production capacity. 5, Recently, the United States President Biden signed a $280 billion value of the chip bill, at the same time, the United States government is also strongly supporting the United States chip companies, intent on building its own full set of chip industry in the future, reduce the demand for overseas markets. The President of the United States signed this bill to compete with our country.
will stimulate the rapid development of China's chip technology and finally will stimulate China's chipThe rapid development of technology, for China's chip technology is currently in the middle of the world level, if the United States chip technology blockade, then China's chip technology will quickly leap over some technical gaps.