EST, the U.S. House of Representatives passed the “Chip and Science Act” to subsidize the U.S. semiconductor chip manufacturing industry.
In this regard, market research firm TrendForce predicts that by 2025, Taiwan will account for 69%, China 1%, South Korea 18% and the United States 12% of the advanced process capacity below 7nm.
In terms of global 12-inch production capacity by region, by 2025, Taiwan will account for 43%, followed by mainland China 27%, the United States 8%, and South Korea 12%. Compared with the pattern in 2022, it is clear that the United States will increase the proportion of advanced process capacity in the next three years, while mainland China is the main axis of the mature process.
It is understood that the bill, which has undergone several revisions, was finally named the “Chip and Science Act,” which will provide about $52 billion in government subsidies for U.S. semiconductor manufacturing and $24 billion worth of investment tax credits for chip factories, and is expected to fund 10 to 15 new semiconductor factories in the next decade. It also includes more than $170 billion over five years to authorize the National Science Foundation, the U.S. Department of Commerce and others to increase investments in science and technology research and development in key areas to promote scientific research in the United States.
In addition, TrendForce pointed out that in addition to actively cultivating domestic production lines through the chip bill, the U.S. has frequently sought to increase the intensity and depth of sanctions against mainland China’s semiconductors to curb their development through additional restrictions, in line with the entity list ban that had been in place for several years before the epidemic.
