Thirty years ago, the United States and Europe produced more than three-quarters of the world's semiconductors, but now their combined output is less than a quarter of the world's; In particular, in recent years, Intel and Qualcomm, the old chip manufacturers in the United States, have handed over more advanced manufacturing processes to overseas companies for OEM, and American giants have faded out of the chip manufacturing process, which has also aggravated the outflow of the chip industry in this country, thus aggravating the risk of "supply failure" of American chips.

According to the reference news quoted by German media on January 28th, the data of Jibang Technology, a market research organization, shows that in 221, almost 64% of the global chip foundry market will fall on TSMC, which means that this foundry giant will occupy more than half of the global chip foundry market. German media also pointed out that Intel will continue to expand its cooperation with TSMC in 22, which shows that Intel, which once dominated the industry for a long time, is now paying more attention to other upstream and downstream links such as chip design.

in fact, TSMC has taken over a large number of American chip OEM orders in recent years. According to the financial report analysis, in the last 1 years, TSMC's annual revenue averaged 65% from the North American market (almost the United States), and according to its latest financial report released on January 14th, TSMC's total revenue in the fourth quarter of 22 was $12.68 billion, and its annual revenue in 22 reached $45.51 billion. If it is conservatively estimated that 6% comes from the American market, TSMC will earn $27.3 billion (about 176.8 billion yuan) from the United States in one year.

to put it another way, in just one year, about $27.3 billion of chip manufacturing orders flowed out of the United States, which undoubtedly aggravated the risk of chip "supply failure" in the United States.

It is reported that although American chips account for as much as 5% of the global market share, their chip production lines have already moved overseas in recent decades-relevant data show that although there are powerful chip design companies such as Qualcomm, Broadcom, Xilinx and Apple in the United States, only about 1% of chips are made in the United States, and most of the chip production of American companies depends on Asian chip foundries.

for this reason, American public opinion generally believes that once uncontrollable factors occur, American chips will also be "stuck in the neck" and the supply will be interrupted.

American chip giants are increasingly dependent on overseas factories. In contrast, the localization of chips in China is accelerating. As early as last November, Wei Shaojun, chairman of the Integrated Circuit Design Branch of China Semiconductor Industry Association, revealed that China's 28nm chip industry chain is expected to mature within one to two years; According to the report released by the relevant departments of Shanghai on January 25th, the city will strive to realize mass production of advanced technology of 12nm chips in 221.

More importantly, the second phase of the National Fund for the development of China's chip industry will also enter the substantive investment stage, and many people in the industry have pointed out that the investment scale of the second phase of the National Fund will exceed 2 billion yuan. If the leverage ratio is 1: 5, the IC industry is expected to usher in more than one trillion yuan of funds, which provides a time window for Chinese enterprises to catch up with the world-class technology level, and at the same time, it will also usher in a good opportunity for China to build a more advanced and complete independent controllable industrial chain.

In addition, the Chinese Academy of Sciences has listed mask aligner, aviation tires and bearing steel as key materials or equipment with high external dependence, and will devote itself to conquering technologies in these key fields in the future; At the same time, China pays more attention to domestic operating systems, and set the goal of "China's chip self-sufficiency rate will reach 7% in 225" last year.

it is generally believed in the market that with the continuous advancement of the localization of chips in China, domestic independent chip enterprises will accelerate their development, and the scene of "importing 1.9 trillion yuan of chips every year" in China will no longer exist, thus gradually getting rid of the external dependence of chips.

Wen | Liu Sulin | Annababy Zeng Map | Rao Jianning | Li Zepu