The Truth of the Matter
The State of the Global Semiconductor Competition
Feb 28, 2024
Discussion on the CHIPS Act, changes in the semiconductor landscape, challenges of U.S. export controls, and updates on the Chinese semiconductor industry. Exploring the complexities of increasing chip manufacturing in the U.S., recent industry shifts, and the strategic importance of semiconductor technology in global competition.
33:59
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Quick takeaways
- US aims to produce 20% of global logic chips, targeting reduced reliance on Korea and Taiwan.
- China invests heavily in semiconductor subsidies for self-sufficiency, raising concerns about market impact.
Deep dives
US Strategy Towards Leading Edge Logic Chip Manufacturing
The Secretary of Commerce stated the US goal is to produce 20% of the world's leading edge logic chips by the end of the decade, marking a significant shift from the current zero production. The US aims to support leading edge logic manufacturers to achieve this target, recognizing the existing dominance of Korea and Taiwan in chip production and Intel's rapid capacity expansion. The initiative acknowledges the need to reduce reliance on a few countries while not aiming for complete self-sufficiency.
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