The battle for chips is a battle for future global economic supremacy, and the US knows this better than anyone. Raymondo of the US Department of Commerce delivered a speech at the Center for Strategic and International Studies in Washington on February 26 to reiterate the importance of chips, she also announced to increase the supply of raw materials to the complete production line of packaging subsidies, and plans to make the US-made chip shipments account for 20% of the world by 2030. In less than six years, whether the United States can meet that target will be one of the world's great concerns.
From the current actual situation, the current global chip manufacturing industry is concentrated in East Asia. Manufacturers from China, Taiwan and South Korea already account for more than 90% of the global market. On the contrary, the United States, Japan, European companies, accounting for less than 10% of the global chip industry, it can be said that East Asia is the king. This is certainly unacceptable for the United States, which wants to dominate the world for a long time, so the United States has suppressed China's chip industry in recent years, while building alliances and planning to build their own chip factories. With the current approach of the United States, the challenge to reach 20% by 2030 can be said to be very large.
The long-standing practice of suppressing competitors in the United States is one of the reasons for curbing the development of American chips. Judging from the situation of the United States in recent years to suppress several adversaries, including China, long-term unequal sanctions have the characteristics of continuity, uncertainty, and self-destruction, the so-called self-destruction not only caused a huge blow to its domestic companies in the United States, but also a large number of relevant enterprises and personnel attached to the downstream of its global industrial chain, including many American companies. At the same time, due to the huge Chinese chip market, the US sanctions will lead to a large number of companies in the chip industry chain are considering the development of equipment that does not use US technology, and from a relatively long time in the future, it may lead to the collapse of enterprises in the US alliance chain.
Embarrassingly for the United States, that unraveling has already come, with Allies South Korea and Japan already at loggerheads. As we all know, South Korea's Samsung and SK Hynix have long been dissatisfied with the near-monopoly position in the memory chip field, but Japan can't catch up technologically in a short time, so it can only make some small moves behind it. In recent years, several of Japan's more powerful chip companies have made mergers and acquisitions, imagine a group to deal with South Korea, and the United States is behind Japan, which makes South Korea very angry, and the rift has become an established fact. As the right-hand arm of the United States, the contradiction between South Korea and Japan has a very large effect on the American chip. How to solve the contradictory relationship between the three is the key to improving the chip market share in the United States.
In addition to the relationship with Allies, there are two core elements of the development of chips, one is talent, one is money. The US Semiconductor Industry Association and Oxford Economics Institute issued a report on the talent problem of the US semiconductor industry, showing that it is expected that by 2030, the US chip industry will need 460,000 employees, and the current number of employees is about 345,000, so it is expected that there will be a talent gap of 67,000 people. In addition to the lack of people, the United States to invest in the chip industry is not rich. The lack of money is the result of America's self-inflicted aid to Ukraine and to Israel, and it can no longer afford to put money into chips. Judging from the current foreign policy of the US administration, the predicament of having no money and no one will continue for a long time.
In fact, if the United States wants to realize the dream of increasing the chip share, it is not difficult to deal with the relationship with competitors, less repression, more cooperation, less fire, more dialogue, as long as you show sincerity and follow the law of the market, the 2030 United States chip share dream may be realized.
