#TSMC #Samgsung
Myth of #freecapitalism (thuggery) revealed.
US is no longer resorting to industrial espionage/hacking. It's pressing a gun to the chip makers' heads to request handover of trade secrets "voluntarily" in the name of "transparency" & "chip supply chain security".
Myth of #freecapitalism (thuggery) revealed.
US is no longer resorting to industrial espionage/hacking. It's pressing a gun to the chip makers' heads to request handover of trade secrets "voluntarily" in the name of "transparency" & "chip supply chain security".
Can you imagine the CPC asking US companies to voluntarily handover their trade secrets? US is doing it to foreign companies without being condemned.
The global chip shortage crisis is still not eased, and the US is forcing TSMC, Samsung and other semiconductor manufacturers:
The global chip shortage crisis is still not eased, and the US is forcing TSMC, Samsung and other semiconductor manufacturers:
"Within 45 days, hand over inventory, orders, sales records and other confidential data."
"If you don't hand it over, we have other ways to 'force' you to do so." "We don't want to go that far, though." On the grounds of improving the "supply chain transparency" of chips.
"If you don't hand it over, we have other ways to 'force' you to do so." "We don't want to go that far, though." On the grounds of improving the "supply chain transparency" of chips.
The above scene took place at a global semiconductor summit held by the U.S. White House last week. Attendees included semiconductor manufacturers such as Samsung Electronics, Intel and TSMC, as well as semiconductor demand side such as General Motors and Ford, and IT companies
such as Apple and Microsoft. U.S. Commerce Secretary Gina Raimondo said at the meeting that the U.S. government now needs more information about the chip supply chain to improve the transparency of the crisis and identify the root causes of the global chip shortage.
TSMC, Samsung are worried.
On the one hand, if they hand over the inventory quantity, orders and sales data that are considered as trade secrets, exposing the cost price and customer information, as well as internal data such as yield rate that reveals their technology level,
On the one hand, if they hand over the inventory quantity, orders and sales data that are considered as trade secrets, exposing the cost price and customer information, as well as internal data such as yield rate that reveals their technology level,
it will weaken their bargaining power and competitiveness.
On the other hand, they are worried that this information will be leaked to Intel and other U.S. companies, which is tantamount to handing over confidential information to the competitors.
On the other hand, they are worried that this information will be leaked to Intel and other U.S. companies, which is tantamount to handing over confidential information to the competitors.
But if they do not cooperate, the United States has made it clear, "if necessary, we will take action."
United States doesn't hide its ambition to seize global chip dominance. In fact, this is the third meeting this year between various semiconductor manufacturers and demanders.
United States doesn't hide its ambition to seize global chip dominance. In fact, this is the third meeting this year between various semiconductor manufacturers and demanders.
The U.S. government has held two chip summits in April and May this year. At the first meeting, Biden held a wafer in his hand to emphasize the importance of the United States to seize the global chip market and said his proposal received bipartisan support, ie,
US will invest $50 billion to subsidize the production, research and development of U.S. domestic semiconductors.
Today, 75% of the global semiconductor supply chain, chip production is concentrated in Asia, that is, in the hands of TSMC and Samsung, the two giant chip makers.
Today, 75% of the global semiconductor supply chain, chip production is concentrated in Asia, that is, in the hands of TSMC and Samsung, the two giant chip makers.
The United States in this regard has been reduced from 37% of the past 25 years to 12%.
Samsung and TSMC have already been pressured into setting up factories in the US.
But the U.S. seems to feel that it is not enough, so this time US directly reaches out to the giants
Samsung and TSMC have already been pressured into setting up factories in the US.
But the U.S. seems to feel that it is not enough, so this time US directly reaches out to the giants
to ask for trade secrets ...
China Center for International Economic Exchanges, chief researcher of the U.S. and Europe, said that if you insist on "America First", the U.S. move may cause a rift in the relationship with semiconductor allies.
China Center for International Economic Exchanges, chief researcher of the U.S. and Europe, said that if you insist on "America First", the U.S. move may cause a rift in the relationship with semiconductor allies.
If TSMC and Samsung really hand over data in the end, the global chip industry will change dramatically.
I can reveal the root cause of the global chip shortage which is destroying US car industry: Huawei chip ban. The chip ecology is very fragile. Huawei chip ban created panic in the market, forcing companies to increase their chip stock to... 6 months. Imagine everyone doing it..
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