Chip Wars: China's Chip Maker SMIC Expansion | Chip Shortage |Intel|TSMC|Huawei |US-China

Note: @0:35, should be 20 billion, sorry for any confusion.
U.S. semiconductor company Intel announced on March 23 that they will invest 20 billion USD to build two more chip plants in Arizona and will establish the Intel Foundry Services, a new standalone business unit to expand the company's IC foundry services. Intel's new strategy is interpreted by experts as a direct challenge to Taiwan's TSMC and South Korea's Samsung. And the more practical significance of this plan is to reduce the U.S. dependence on chip imports.
The background of Intel's announcement of this major strategic adjustment is thought-provoking. Since the trade war, the conflict between the United States and China has gradually escalated. On the surface, the confrontation between the U.S. and China has intensified in many areas such as commerce, diplomacy, and military, but essentially, the technology competition between the U.S. and China is more critical, and chips are the top priority.
On March 17, Chinese chip foundry SMIC announced an investment of 2.35 Billion USD to build a new Wafer factory in Shenzhen, and on March 18 and 19, talks between senior U.S. and Chinese officials in Alaska came to an unhappy end.
On March 18, U.S. Senator Marco Rubio and Representative Michael McCaul urged U.S. Secretary of Commerce Gina Raimondo “to apply the Foreign-produced Direct Product Rule (FDPR) to the SMIC Entity Listing.”
The sanctions against SMIC, which can be considered an escalation of the U.S.-China technology dispute, are a major move following the U.S. sanctions against Chinese technology companies such as Huawei and ZTE. The sanctions against SMIC are far more significant than those against terminal product manufacturers such as Huawei. This is because chips are vital to the industry as the entire industrial system depends on it.
The Chinese government's efforts to support the expansion of SMIC's wafer factory can be considered one of the responses to the chip shortage. Its goal is also to control chip production capacity and technology, reducing dependence on imports, while trying to break the sanctions.
The actual controller of SMIC is the Chinese government.
What about China's SMIC expansion? Can SMIC solve the problem of the "lack of chips" in China's manufacturing industry?
#ChinaChip#SMIC#Intel#Huawei#ChipWar#ChipShortage#TSMC#Samsung

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