메뉴 건너뛰기

My AudioLab

KDK Column

?

단축키

Prev이전 문서

Next다음 문서

크게 작게 위로 아래로 댓글로 가기 인쇄
KDK
조회 수 112 댓글 0

제목을 영어로 만드렀습니다.

 

엉터리가 아니고 내용을 알고쓴 글 입니다 

맨 마지막 문장이 저의 눈길을 끌었습니다.

 

In TSMC’s case, the U.S. government may have reservations about the possibility that China could eventually take control of Taiwan. “China has always considered Taiwan to be a part of China. If it really was pushed into a corner, would China exercise some ‘sovereign’ authority over TSMC?  There is always that risk, and that has to scare the U.S. government.”     -- 제가 지적하는 것이 바로 이겁니다 -  미국의 HiTek 안보가 대만의 TSMC ? 

 

US invited Samsung and TSMC to build EUV plant in US.  TSMC EUV plant is coming to Arizona.

Samsung is not decided to build EUV plant in US as of this date  3-19-2021.   KDK 

 

ㄷㄱ656.jpg

 

 반도체는 삼성하고 TSMC 외에는 없다   

2021년 3월 18일 현재 세계 반도체 패권 현황 

Samsung, TSMC are Spending to Widen IC Manufacturing Lead

By   03.18.2021  0

Share Post

 

TAIPEI — Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC) are poised to widen their IC manufacturing lead in the chip industry this year as they outspend rivals in production technology.

The combined capital expenditures of Samsung and TSMC will reach at least $55.5 billion this year and reach a record high percentage of total semiconductor industry outlays. With no other companies able to match these huge sums, Samsung and TSMC will likely put even more distance between themselves and their competition this year with regard to advanced IC manufacturing technology.

“Without extremely quick and decisive action by other IC producers or governments, Samsung and TSMC are well on their way to world domination of leading-edge IC process technology, the cornerstone of all of the advanced consumer, business, and military electronic systems of the future,”..

 

IC manufacturing

 

The increased dominance of the chip industry by the two Asian companies has wide-ranging geopolitical and business implications. In the past twelve months, governments in North America and Europe have started efforts to reduce their exposure to globally stretched supply chains by rebuilding their declining domestic chip industries.

Even so, Samsung and TSMC will probably continue to split the bulk of foundry work requiring advanced process technology as is the case today. The third-largest competitor in the chip industry, Intel, may continue to fall behind.

“In that scenario, Intel would likely continue to cede share or be forced to move fully away from its IDM model,” . “The more interesting question is what happens if Samsung takes a leadership position at some point and uses any manufacturing advantage in a manner that is preferential to its products vs. foundry customer/competitors.”

Samsung, unlike TSMC, makes chips and branded products such as smartphones and televisions. TSMC’s only business is making semiconductors for customers that range from Apple to Xilinx. As an integrated device manufacturer (IDM) largely dedicated to its internal needs, Intel’s business model is somewhat dissimilar to both Samsung’s and TSMC’s.

 

In the U.S., legislators have in the past 12 months proposed measures to revitalize the domestic chip industry, the American Foundries Act of 2020 (AFA) and the Creating Helpful Incentives to Produce Semiconductors (CHIPS) act. AFA would provide grants to U.S. states to help expand commercial chipmaking facilities while CHIPS would mainly fund projects run by the Pentagon and other government agencies. Funding for the AFA would be approximately $25 billion while CHIPS comes in at about $12 billion.

Those efforts may not be enough to jumpstart the U.S. industry, which once led the rest of the world in semiconductor production, .“Governments would need to spend at least $30 billion per year for a minimum of five years to have any reasonable chance of success.  For China, even if the money were available, they would certainly be hindered by trade issues prohibiting some of the most critical pieces of process equipment from being sold into the country.”Samsung and TSMC will each spend about $28 billion this year to expand production and develop new process technology, .

 

The government-led efforts around the world will not have great success, according to McClean. Europe has a long history of various chip consortia that have never helped European companies keep up with leading-edge technology,.  “At this point, it is likely to be too little too late.”

 

Governments will need to work with private-sector companies, but at this point, it’s not clear whether the support will be in the form of incentives to TSMC and Samsung to invest in the US and Europe, funding for domestic manufacturers or a combination of both approaches. Samsung and TSMC have announced plans to invest more in the U.S. while they lobby for government incentives. The cost of manufacturing in the U.S. is higher than in Asia.

“I would expect the U.S. will generally work to act in a more friendly manner towards semiconductor manufacturing, but I would not be surprised if some of the efforts are targeted specifically towards domestic firms,” Bryson said. “I’m less certain with regards to European policy.

“It’s far easier for me to believe that Europe and the U.S. will act in ways to incentivize companies investing in facilities in their geographies and thereby gain domestic manufacturing, vs leading technology development. Even China appears to be acting in a similar manner through policies and investment that benefit domestic manufacturers (SMIC, YMTC, CXMT) vs developing product exclusive of private industry.”

In addition to the funding hurdles, China will likely face an added difficulty building up its chip industry, . The U.S. Biden Administration will probably maintain the strict controls on exports of chipmaking technology to China that began with former President Donald Trump.

“The Biden Administration has not backed off one bit,” according to McClean. “There is as much support for continuing the export controls now in place by both Democrats and Republicans as when Trump was in office. The outcomes of a continuation of these trade sanctions will be to stymie China’s efforts at becoming more self sufficient in IC supply and dash all hopes of catching Samsung and TSMC in the technology race.”

 

In TSMC’s case, the U.S. government may have reservations about the possibility that China could eventually take control of Taiwan, according to McClean.“China has always considered Taiwan to be a part of China. If it really was pushed into a corner, would China exercise some ‘sovereign’ authority over TSMC? There is always that risk, and that has to scare the U.S. government.”

 

 

 

Alan Patterson

 

Alan has worked as an electronics journalist in Asia for most of his career. In addition to EE Times, he has been a reporter and an editor for Bloomberg News and Dow Jones Newswires. He has lived for more than 30 years in Hong Kong and Taipei and has covered tech companies in the greater China region during that time.


  1. notice

    Great America Technology Act - 2021 ** Attention US politicians !!

    REV Version --Please go to http://www.my-audiolab.com/index.php?mid=KDK_Column&document_srl=90671 200,000 Mass Korean Immigration <--compare--> 5,...
    Date2021.03.05 ByKDK Reply2 Views243 file
    read more
  2. notice

    한국 Memory 왕국의 시작 - Chapter 14 - PART II

    여기 이병철 반도체 동경선언 이야기는 제가 죽으면 그냥 없어질 겁니다. 많이들 공유해 주십시요. 반도체 전문가로서 그당시 양쪽을 모두 볼수 있었던 사람은 저...
    Date2020.01.03 ByKDK Reply4 Views298 file
    read more
  3. 역사의 왜곡은 세월이 지나면  받아드려 진다

    저는 이병철반도체 신화 왜곡 피해 당사자입니다 역사의 왜곡은 세월이 지나면 받아드려 진다 ---- 그래서 없어지지 않는다 - 인류사회의 만성병 . 이병철 반도...
    Date2021.04.29 ByKDK Reply0 Views158 file
    Read More
  4. 이재용님 집안 역사 하고 회사역사 공부 하십시요

    말도 안돼는 억울한 감옥생활 2번씩이나 저도 문정권에 항의 합니다. -45- 저도 억울한 생을 살고있는 사람으로 많은 동정이갑니다. 시간 낭비 말고 적어도 자기 ...
    Date2021.04.23 ByKDK Reply1 Views119 file
    Read More
  5. 삼성반도체를 살리자

    저의 초안 입니다. 그동안 삼성을 지켜보고 있었으나 문정권이 이재용을 감옥에 잡아넣고 기술정보 중국에 넘겨주면서 삼성반도체 국유화로 자기네 사회주의국가 ...
    Date2021.04.15 ByKDK Reply0 Views59 file
    Read More
  6. 한국서의 반도체공정 변화 1974 -> 2021

    제가 1971 년 반도체 공장부지 비오는날 (진흑탕 벌판) 장화신고 방문 했습니다 그로부터 반세기 --- 생전에 달라진 모습을 봅니다. 오래 살아야겠습니다ㅣ Silic...
    Date2021.04.15 ByKDK Reply0 Views48 file
    Read More
  7. Introducing KDK in English -----draft

    편집을 여기서 합니다 예나 지금이나 반도체기술이 세계 패권을 지배합니다. 위의 한글은 지울 겁니다 영어로 내용 보충해서 써 봤습니다. 좀 길어 젔습니다. 문...
    Date2021.04.09 ByKDK Reply0 Views66 file
    Read More
  8. 믿을수 없는 이야기 - 저는 믿고 싶습니다

    믿을수 없는 이야기 - 저는 믿고 싶습니다. 39 Suez 운하를 막아섰던 배에는 인신매매 아동, 죽은 시체 무기들이 실려 있었다고 합니다 이배는 Egypt 대통령 명령...
    Date2021.04.06 ByKDK Reply1 Views1371 file
    Read More
  9. 2100年 大韓合衆國 - 世界2大强國

    지금의 젊은 사람들은 애국심보다는 "내가 잘 살아야겠다" 가 더 강합니다. 미국은 우리 삼성 반도체기술이 필요합니다. 지금 제가 살고있는 미국을 이용해서 만...
    Date2021.04.04 ByKDK Reply0 Views52 file
    Read More
  10. Tango, L'amour C'est Pour Rien

    이 노래로 춤도 배우고 DJ 에도 많이 사용한 저의 추억의 Tango Music 입니다. 한번 들어보십시요. I love this song. Enrico Macias - Tango, L'amour C'...
    Date2021.03.28 ByKDK Reply3 Views65 file
    Read More
  11. Shocking - US security is provided by a Taiwan company

    제목을 영어로 만드렀습니다. 엉터리가 아니고 내용을 알고쓴 글 입니다 맨 마지막 문장이 저의 눈길을 끌었습니다. In TSMC’s case, the U.S. government...
    Date2021.03.20 ByKDK Reply0 Views112
    Read More
  12. 반도체는 삼성하고 TSMC 외 에는 없다 

    엉터리가 아니고 내용을 알고쓴 글 입니다 맨 마지막 문장이 저의 눈길을 끌었습니다. In TSMC’s case, the U.S. government may have reservations about...
    Date2021.03.20 ByKDK Reply0 Views200 file
    Read More
  13. 엄첨난 발견 5분53초 한국말

    한국은 100년후에는 저절로 일본을 흡수하게 됩니다. 그동안 참고 너무 미워하지 말고 잘지내야합니다 https://www.youtube.com/watch?v=IPm2a4VUL_4
    Date2021.03.19 ByKDK Reply0 Views42 file
    Read More
  14. 일본 합병

    현재 문재인정권은 이재용이를 제거하고 삼성을 국유화해서 중국에 넘기는 작업을 하고 있습니다. 중국으로 넘어가면 세계 판도가 바뀝니다. 한시가 급합니다 아...
    Date2021.03.17 ByKDK Reply0 Views62 file
    Read More
  15. 세계 No.2 경제 대국

    ㄷㄱ
    Date2021.03.15 ByKDK Reply0 Views64 file
    Read More
  16. 내가 욕먹어도 --- 윤서인 만세

    꼭 보십시요 https://www.youtube.com/watch?v=UnnzW1wrlPM
    Date2021.03.14 ByKDK Reply0 Views45 file
    Read More
  17. Oh Boy ! US is in Trouble !

    ytyt55 최신 반도체기술 = EUV 앞으로는 이기술이 Oil 보다 더 중요 합니다 Current Status 4th Industrial Revolution ERA --- Whoever makes the best cutting ...
    Date2021.03.11 ByKDK Reply0 Views144 file
    Read More
  18. 삼성반도체는 5099명의 한국군 희생의 보답

    아래 그림 잘 보십시요. 미국이 한국은 키우고 일본은 죽였습니다 베트남전 한국군의 전사자가 5099 명 입니다 여기 그림 한장에 모든 배경 이야기를 축소해 넣었...
    Date2021.03.09 ByKDK Reply0 Views51 file
    Read More
  19. US has no National Security - You stupid!

    미국은 반도체기술이 없다. 기술이없으니 해결책이 없는 거다. 돈이 있어도 따라잡을수없다.- 할 사람이 없어서다. 그래서 한국사람이 가서 해주는 거다. 이런 거...
    Date2021.03.08 ByKDK Reply1 Views115 file
    Read More
  20. Red River Valley - West Coast Swing

    저의 추억의 노래중의 하나입니다. 한국인들과는 단절하고 살때였습니다 이런 추억 나눌 사람이 없어서 노래라도 누군가가 들어준다면 -- 하고 올립니다 이 노래...
    Date2021.03.01 ByKDK Reply1 Views83 file
    Read More
  21. 한국 No.1 Tube Amp 自作大家

    https://www.youtube.com/channel/UCMMPvN4czZQIZXN5Kv_eeAA kjc0077 에서 10년전에 유명 진공관 Amp는 다 만들어서 영상 올렸습니다. 대단한 자작가입니다. 요...
    Date2021.02.28 ByKDK Reply1 Views82 file
    Read More
목록
Board Pagination Prev 1 2 3 4 5 6 7 8 9 10 ... 26 Next
/ 26
위로