Isimo semboni ye-semiconductor yomhlaba wonke kanye nezitayela zokuziphendukela kwemvelo.

I-Yole Group kanye ne-ATREG namuhla babuyekeza ingcebo yemboni ye-semiconductor yomhlaba wonke kuze kube manje futhi baxoxe ngokuthi abadlali abakhulu badinga kanjani ukutshala izimali ukuze bavikele amaketanga abo okuhlinzeka kanye nomthamo we-chip.

Eminyakeni emihlanu edlule kube nezinguquko ezibalulekile embonini yokukhiqiza ama-chip, njenge-Intel ilahlekelwa umqhele kubaqhudelani ababili abasha, i-Samsung ne-TSMC.Umhlaziyi Oyinhloko Wezobunhloli uPierre Cambou ube nethuba lokuxoxa ngesimo samanje somkhakha wemboni ye-semiconductor yomhlaba kanye nokuvela kwayo.

Engxoxweni ebanzi, bahlanganisa imakethe kanye namathemba ayo okukhula, kanye ne-ecosystem yomhlaba kanye nokuthi izinkampani zingakwandisa kanjani ukunikezwa.Ukuhlaziywa kokutshalwa kwezimali kwakamuva embonini kanye namasu abadlali bemboni abahamba phambili kuyagqanyiswa, kanye nengxoxo yokuthi izinkampani ze-semiconductor ziqinisa kanjani amaketanga azo okuhlinzeka emhlabeni jikelele.

Global Investment

Imakethe ye-semiconductor yomhlaba wonke ikhula isuka enanini lama-US $850 billion ngo-2021 iye ku-US$913 billion ngo-2022.

I-United States igcina isabelo semakethe esingama-41%.

I-Taiwan, i-China ikhula isuka ku-15% ngo-2021 yaya ku-17% ngo-2022;

INingizimu Korea yehla isuka ku-17% ngo-2021 yaya ku-13% ngo-2022;

I-Japan ne-Europe zihlala zingashintshiwe - i-11% ne-9%, ngokulandelana;

I-Mainland China ikhuphuka isuka ku-4% ngo-2021 iya ku-5% ngo-2022.

Imakethe yamadivayisi we-semiconductor ikhula isuka ku-US $555 billion ngo-2021 iye ku-US $573 billion ngo-2022.
Isabelo semakethe sase-US sikhula sisuka ku-51% ngo-2021 saya ku-53% ngo-2022;

INingizimu Korea iyancipha isuka ku-22% ngo-2021 yaya ku-18% ngo-2022;

Isabelo semakethe sase-Japan sikhuphuka sisuka ku-8% ngo-2021 saya ku-9% ngo-2022;

I-Mainland China ikhuphuka isuka ku-5% ngo-2021 yaya ku-6% ngo-2022;

I-Taiwan ne-Europe zihlala zingashintshile ku-5% no-9% ngokulandelana.

Kodwa-ke, ukukhula kwesabelo semakethe sezinkampani zemishini ye-semiconductor yase-US kuguguleka kancane kancane, futhi inani elengezwe emhlabeni wonke lehla laya ku-32% ngo-2022. Khonamanjalo, i-Mainland China isethe izinhlelo zokukhula ezibiza amaRandi ayizigidi eziyizinkulungwane eziyi-143 ngo-2025.

Umthetho we-US kanye ne-EU CHIPS

Umthetho we-US Chip and Science Act, owaphasiswa ngo-Agasti 2022, uzohlinzeka ngamaRandi ayizigidi eziyizinkulungwane ezingama-53 ukuze ama-semiconductors aqinise ucwaningo lwasekhaya kanye nokukhiqiza.

Umthetho wakamuva kakhulu we-European Union (EU) CHIPS Act, ovotelwe ngo-Ephreli 2023, uhlinzeka ngoxhaso lwemali engu-$47 billion, okuhlangene nesabelo sase-US, esingahlinzeka ngohlelo lwamabhiliyoni angu-$100, uhlelo lwe-transatlantic, 53/47% US/EU.

Eminyakeni emibili edlule, abakhi bamashipa emhlabeni wonke bebelokhu benza izimemezelo zokutshalwa kwezimali eziyirekhodi eliphezulu ukuze bahehe uxhaso lwe-CHIPS Act.Inkampani yase-US entsha iWolfspeed isimemezele ukutshalwa kwezimali kuka-$5 billion embonini yayo engu-200mm silicon carbide (SiC) enhliziyweni yeMassinami eduze kwase-Utica, eNew York, eqala ukukhiqizwa ngo-April 2022. Intel, TSMC, IBM, Samsung, Micron Technology kanye neTexas Amathuluzi nawo aqale lokho i-ATREG ekuchaza njengokunwetshwa kwendwangu enolaka emkhankasweni wokuthola ucezu lwe-US chip bill funding pie.

Izinkampani zase-US zenza u-60% wotshalomali lwezwe kuma-semiconductors.
Ukutshalwa kwezimali kwamanye amazwe (DFI) yikho okudale okunye, kusho uPierre Kambou, umhlaziyi omkhulu kwaYole Intelligence.Ukutshalwa kwezimali kwe-TSMC kwamabhiliyoni angama-40 ekwakhiweni kwendwangu e-Arizona kungenye yezinto ezibaluleke kakhulu, kulandelwa i-Samsung (amaRandi ayizigidi eziyizinkulungwane ezingama-25), i-SK Hynix (amaRandi ayizigidi eziyizinkulungwane ezingama-15), i-NXP (amabhiliyoni angama-2.6), i-Bosch (amabhiliyoni angama-1.5) kanye ne-X-Fab (amaRandi ayizigidi ezingama-200). .

UHulumeni wase-US akahlosile ukuxhasa yonke iphrojekthi, kodwa uzohlinzeka ngoxhaso olulingana no-5% kuya ku-15% wezindleko zemali yephrojekthi yenkampani, uxhaso okulindeleke ukuba ludlule u-35% wezindleko.Izinkampani nazo zingafaka isicelo sezikweletu zentela ukuze zibuyisele u-25% wezindleko zokwakha zephrojekthi."Kuze kube manje, izifundazwe zase-US ezingu-20 zinikele ngaphezu kuka-$210 billion ekutshaleni imali kwangasese kusukela kwasayinwa uMthetho we-CHIPS waba umthetho," kuphawula uRothrock."Isicelo sokuqala sokuxhaswa ngezimali kwesicelo se-CHIPS Act sivulwa ekupheleni kukaFebhuwari 2023 samaphrojekthi wokwakha, ukwandisa noma ukwenza izikhungo zezohwebo zibe zesimanje ukuze kukhiqizwe ama-semiconductors ahamba phambili, esizukulwane samanje kanye nama-mature-node, okuhlanganisa i-wafer ehamba phambili. ukukhiqiza kanye nezitshalo zokupakisha ezisemuva."

"E-EU, i-Intel ihlela ukwakha indwangu eyizigidi eziyizinkulungwane ezingu-20 eMagdeburg, eJalimane, kanye nesikhungo sokupakisha nokuhlola esingu-$5 billion ePoland. Ubambiswano phakathi kwe-STMicroelectronics ne-GlobalFoundries luzobona nokutshalwa kwezimali kwezigidigidi ezingu-7 ku-fab entsha eFrance. Ngaphezu kwalokho, i-TSMC, i-Bosch, i-NXP kanye ne-Infineon baxoxa ngobudlelwano obungama-dollar ayizigidi eziyizinkulungwane eziyi-11. "I-Cambou ingeziwe.

I-IDM iphinde itshale imali e-Europe kanti i-Infineon Technologies yethule iphrojekthi ka-$5 billion eDresden, eJalimane."Izinkampani ze-EU zibalelwa ku-15% wezimali ezimenyezelwe ngaphakathi kwe-EU. I-DFI ibala u-85%," kusho uCambou.

Lapho ecubungula izimemezelo ezivela eNingizimu Korea naseTaiwan, uCambou waphetha ngokuthi i-US izothola u-26% wesamba sokutshalwa kwezimali kwe-semiconductor yomhlaba wonke kanye ne-EU 8%, ephawula ukuthi lokhu kuvumela i-US ukuthi ilawule uchungechunge lwayo lokuhlinzeka, kodwa iyasilela ekuhlosweni kwe-EU. yokulawula u-20% wamandla omhlaba ngo-2030.