Share with friends and circle of friends with wechat scan QR code < / P > < p > < p > President Joe Biden promised to < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%BE%8E%E5%9B%BD "> US < / a > semiconductor manufacturing industry provides us $37 billion in financial subsidies, which shows that the US government is targeting at < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > supply chain measures come much faster than the industry expected. But analysts will inevitably question whether the US government's chip subsidy policy will work in the face of strong low-cost competition from Asian suppliers? < / P > < p > for many years, US government officials and chip industry executives have expressed concern about the concentration of global high-end chip manufacturing industry in East Asia such as South Korea and Taiwan. Although < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E9%AB%98%E9%80%9A "> Qualcomm < / a > and < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8B%B1%E4%BC%9F%E8%BE%BE "> NVIDIA < / a > and other major US companies still dominate the market, but the chips designed by US companies rely on overseas factories to manufacture. < / P > < p > previously, in the annual military spending bill approved by the US Congress, subsidies to the chip manufacturing industry have been included in the bill, but the subsidy funds have not yet been implemented. < / P > < p > since the beginning of this year, there has been a shortage of auto chips. Ford said the lack of chips could cut its production by a fifth in the first quarter. It's also a shortage of auto chips, and general motors is cutting production in North America. This clearly tells us that chips, as key components of many end products, will naturally return to the United States, said Mike Rosa, director of strategy and technology marketing at applied materials, a manufacturer of chip production equipment. < / P > < p > in recent weeks, some automobile manufacturers have joined the camp of chip companies, asking the U.S. government to provide financial subsidies to the chip manufacturing industry. Both Chuck Schumer, the majority leader in the US Senate, and President Biden have promised to fight for funding. < / P > < p > however, the industry agreed that far hydrolysis is not near thirst, and the current shortage of automotive chips can not be solved soon. < / P > < p > in view of the short leg problem of the US chip manufacturing industry, the US Congress intends to pass a quick solution bill. The plan includes state and local subsidies for the construction of chip factories, which may intensify competition among states including Texas and Arizona, and relevant States may compete for the construction of large new chip factories with an investment of more than $20 billion. < / P > < p > these subsidies may benefit TSMC and Samsung Electronics, because the former proposes to build a chip factory in Arizona and the latter plans to build a chip factory in Texas. According to the plans disclosed by the two companies, the two chip generation plants will not be put into production until 2023 or 2024 at the earliest. < / P > < p > in the long run, a large number of US companies will also benefit. All chip manufacturers built in the United States will purchase manufacturing equipment from chip manufacturing equipment manufacturers in the United States, including applied, Lam research and KLA Corp.

Intel < / a >, micron technologies and global foundries may also benefit. Beneficiaries will also include smaller specialized chip factories. < / P > < p > < p > Minnesota chipmaker skywater technology uses chips for automotive and defense. Thomas sonderman, chief executive of skywater technology, said, "the recent shortage of automotive chips highlights the need to strengthen the US microelectronics supply chain. We believe that skywater technology is in a unique position given our different business models and our position as a pure chip foundry owned and operated in the United States. " < / P > < p > industry insiders believe that even with financial subsidies, in the long run, American companies still have to compete with low-cost Asian suppliers, and the current shortage of automotive chips may continue. < / P > < p > Surya Iyer, vice president of polar semiconductor, a Minnesota car chip maker, said the company was already in full capacity and was speeding up production to meet demand from car makers. < / P > < p > Iyer said, "we expect the high level of demand from car manufacturers to last at least 12 months, or even longer." (Tianmen Mountain)