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美國的陰招:用3500億重振芯片制造業,再鎖死中國高端芯片10年 – 有海水的地方就有中國人

美國的陰招:用3500億重振芯片制造業,再鎖死中國高端芯片10年

美國的陰招:用3500億重振芯片制造業,再鎖死中國高端芯片10年
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早两天,说了一年多的美国520亿美元的芯片法案(CHIPS plus),以64:35的投票比例,终于程序性通过了。不出意外的话,估计下周就会正式在参议院获得通过。

这对于那些想在美国建设晶圆厂的企业们而言,可能是一个利好。毕竟520亿美元(约3500亿)元的大礼包,谁不眼红呢?比如英特尔,比如台积电等。



英特尔本来就在大力发展晶圆代工业,还在美国建立晶圆厂,想的就是与台积电、三星等竞争,没有这520亿美元的大礼包,英特尔也会建,有了这个大礼包,那干劲就更足了。

台积电也是如此,原本就计划在美国建设5nm晶圆厂,现在再多了这个大礼包,那就更加要建了,甚至说不定为了这个大礼包,还要扩大点规模,好多拿点补贴。

另外像美光、格芯、三星、SK海力士、德州仪器等厂商,估计也在这3500亿的刺激下,做出点“出格”的事情,在美国建一建晶圆厂,扩大点产能都是完全可能的。



那么对于美国而言,只要厂商们看在这3500亿元的份上,来美国建厂生产芯片,那就够了,重振芯片制造业的计划,至少成功了一半。

并且美国还加了限制条件的,那就是如果芯片企业们,要想拿到这520亿美元中的部分补贴,还必须接受一个条件,那就是10年内,不得扩大对中国高端芯片的投资—也就是14NM及更小芯片的在华投资。

意思就是,你拿了我的钱,那么你就不能跑到中国大陆去搞14nm及以下制程的芯片,只能去投资28nm及以上制程的成熟芯片。



这基本上也算是强迫台积电、英特尔、三星、美光、高通等,具备14nm及以下工艺的芯片大厂,选边站了。

对于美国而言,只要这些厂商不到中国大陆投资14nm及以下的芯片,那么非常有可能,中国大陆靠自己,10年内很难搞定14nm及以下先进工艺。

而美国作为全球芯片巨头,垄断全球50%的芯片产业,就可以一边向中国大陆出口芯片,赚取巨额利润,同时还可以挥舞着芯片这根大棒,时不时的卡卡脖子,获取其它利益。



当然,最后留一个问题,即使美国芯片法案落地实施,520亿美元都花到了位,那么对中国芯片业的遏制,会不会达到美国的预期?欢迎网友们踊跃发言讨论一下。

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