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<\/p>\n

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2,354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。<\/p>\n","protected":false},"author":1,"featured_media":45382,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":[]},"categories":[6],"tags":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/theasiaweb.com\/wp-content\/uploads\/2022\/07\/20220328145641528153_\u526f\u672c.png?fit=700%2C381&ssl=1","views":"","jetpack-related-posts":[{"id":36672,"url":"https:\/\/theasiaweb.com\/2022\/02\/04\/%e4%b8%ad%e5%9c%8b%e5%86%8d%e6%ac%a1%e7%aa%81%e5%9c%8d%e6%88%90%e5%8a%9f%ef%bc%81%e9%97%9c%e9%8d%b5%e9%a0%98%e5%9f%9f%e4%bd%8d%e5%b1%85%e7%ac%ac2%ef%bc%8c%e7%be%8e%e5%9c%8b%e9%80%99%e6%ac%a1%e6%80%a5\/","url_meta":{"origin":45367,"position":0},"title":"\u4e2d\u570b\u518d\u6b21\u7a81\u570d\u6210\u529f\uff01\u95dc\u9375\u9818\u57df\u4f4d\u5c45\u7b2c2\uff0c\u7f8e\u570b\u9019\u6b21\u6025\u4e86\uff0c\u7f8e\u7e3d\u7d71\u767c\u8072","date":"February 4, 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