It is reported that since the United States began to implement the Chip and Science Act, the United States has continuously launched an impact on the global manufacturing industry, encouraging Asian factories to move to the United States, and providing huge subsidies to the manufacturing industry and local enterprises. Recently, Kissinger, CEO of Intel, the American semiconductor giant, said in public that the United States would produce 1/3 of the world's chips by 2030.
Kissinger said that although there is still a shortage of chips around the world, and there is even a surplus of chips in some areas, the overall performance does have unstable market expectations, but in the long run, the chip industry will continue to increase, and it is expected that the sales of the semiconductor industry will double by the end of this century.
So fundamentally, this is actually a long-term growth cycle. In recent years, it is true that the epidemic has led to such crazy market situation and short-term downturn. Both demand and supply have been greatly reduced, but this is a short cycle. If we look at the cycle of ten years or even longer, we need to expand more factories.
Kissinger also said that the chip bill would bring more fair industry competition. If you want to build a factory at this stage, Asia will be much cheaper than Europe and the United States, and the supply chain will also be more convenient and fast, which is why the factories in Europe and the United States have transferred to Asia in the past 20 or 30 years.
