American president Bai Dengcai took the method of work along both lines to restrict Chinese high-tech to progress, already China of keep within limits obtains most advanced chip, the semiconductor that can strengthen the United States again is produced. He will increase pressure further, shift the emphasis to a when contend for technical overlord position burgeoning domain, namely semiconductor encloses craft, this one craft is regarded as to be the way with more high-powered implementation increasingly.
Be not only the United States realises alleged and advanced enclosed latent capacity, china also is using this field that does not get sanction, global market share was held to achieve progress in respect of chip of production high end.
Maigeleige expresses the father Jim · of Tirias Research of technical analysis company, enclose the new pillar that is semiconductor industry innovation, it will change whole industry thoroughly. For the China of the most advanced to still be not being had engineering capability, because do not accept the restriction of American government, it is easier that its develop affirmative meeting, this can help China narrow the difference with the United States.
Semiconductor encloses business is to point to in enclosing chip in the data that can protect chip to be able to rise chip and electronic equipment join again already, a this is this industry only hind road program. Accordingly, this job is main by outside the bag gives an Asia, and China is the person that basically be benefited, intel says, nowadays 3% of the United States.
However, abrupt between advanced enclose nowhere to be absent, intel regards the core that renews competition ability strategy as the part his; China regards his as raise domestic semiconductor to produce can a kind of method; The United States also regards autarky as the one part of the plan his now.
Be in " chip and scientific act " after coming on stage more than one year, bai Dengzheng government office summarized a costOf 3 billion dollar " the country is advanced enclose production plan ", appointed this central leader recently. Undersecretary of American Department of Commerce Luokaxiao expresses the · in fatigue, the target of this plan is large quantities of many quantities are built to pack establishment inside 10 years, decrease to supply the dependence of the line to the Asia, because the Asia is supplied,the line can bring safe risk to the United States.
Patesen expresses · of Robin of spokesman of the White House, first job of the president is to ensure the United States is in semiconductor manufacturing industry is all the lead position of the domain, and advanced enclosing is among them one of the most crucial domains.
As advanced enclose the new battle line that makes global chip conflict quickly, a few people thought to should be done early so.
Representative of party of California city republican outstanding Yi · Ao Bainuo is congress artificial intelligence especially (AI) one of vice-chairmans of core group, he points out, we cannot ignore “ enclose, because both be short of one cannot. If enclose still overseas undertakes, although we the chip of 100 ％ is made home undertakes also of no help. ”
Assemble, check and enclose be regarded as back end to make normally, with billion with production function 1/0 meters are the front business posture of the chip of the unit to compare, innovation is less, additional cost is inferior. However, make as new technology chip is able to combine, pile improves its performance, the complex rate of semiconductor industry is rising quickly, this is in charge of high to call an inflection point by the industry.
Shenyang of · of Charles of analyst of technology of company of Peng rich information expresses, Enclosing a technology advancedly is a crucial solution. It raised chip to treat rate not only, more important is those who achieved all sorts of chip kinds without seam compositive. Accordingly, this will weigh the pattern of model semiconductor manufacturing industry.
The high-power semiconductor that artificial intelligence application needs must use this kind of technology. In fact, of a kind of CoWoS that be called special enclosed shortage, it is a crucial bottleneck that chip of Ying Weida artificial intelligence produces.
Spring 2023, main chip manufacturer stage of Ying Weida accumulates report to express to plan to be in 2024 before the end of the year CoWoS produce can raise one times.
Stage accumulating report is advanced say on conference that encloses He Jun of technical vice president to will be held in Taipei October, what although the stage accumulates report to research this technology,already had 12 years is long, but it just begins to start till this year, its are being produced in wildly construction can.
Beautiful optical company is establishing a value in India the back end factory of 2.75 billion dollar, intel agrees to establish a value in Poland the assembly of 4.6 billion dollar and test factory, make an appointment with 7 billion dollar to build in Malaysia investment advanced enclose a factory. Hailishi expressed Korea SK 2022 15 billion dollar of plan investment builds to enclose a factory in the United States.
Intel CEO handkerchief is special · Kissinger is being accepted when interviewing, express, intel is in at present enclose a domain to have a few very distinctive technologies.
This lets a few analysts forecast, the company of this domain will receive bonus. Mai Ken stannum thinks, the high-powered chip that is used at accelerator of data center, artificial intelligence and consumptive electron product will is advanced enclose a technology to create the biggest demand.
The analyst of Jeffries is written in a report September 14, use advanced the chip shipment volume that encloses a technology predicts to will be in future increases 10 times inside 18 months, but if advanced the standard configuration that encloses a technology to become a smartphone, this one word may violent wind rises to 100 times.
In 50 years of in the past, the function of chip rises ceaselessly, this greatly the progress of technology of profit from production. Now, chip component is included amount to 100 million hundreds tiny transistor, these transistor gifted chip memory or the ability that handle information. But now, with Intel author the name names this rub the obstacle that the way that Er law develops is encountering essential sex, make improve become more difficult, implementation rises more costly also.
Rub the transistor amount that Er law points out chip to go up about biennially breaks up one time. As progress speed put delay, a lot of companies cannot promote transistor the amount with the cost of the half, speed of double and lower power comsumption level, industry begins to be depended on morely enclose a technology advancedly to make up for inadequacy.
A lot of design personnel and company are in advertise modular methodological advantage, be in namely same a chip that many close sealed outfit use to be together in enclosing will make a product, is not on a silicon chip a place of strategic importance enters more and more small cell.
This explained why although industry of chip of second half of the year is stagnant 2023, manufacturing chip encloses the Holand company BE Semico of the toolNductor Industries is in in the past the social status in 12 months times add, reach about 9.8 billion dollar, than tower above of Philadelphia semiconductor index double.
Make posture of involves capital of a huge sum compare with front, this is inferior by comparison still, the ASML that is Holand company together almost forestall produce the equipment that most advanced semiconductor requires, its market prise approachs 250 billion dollar. Intel in city of German the eastpart part manufactory of most advanced chip marks a price 30 billion dollar, it is its what throw in Malaysia is fourfold much.
New duty foundation the Clay of wisdom library because advisory company of Hans and thing square future is respectively in a report December write, these companies saw use advanced the latent capacity that encloses craft to realize function to promote, need not depend on a foreign country craft of most advanced front.
Vice-president of development department of system of company of IBM whole world Jackie Hegenluose points out · , advanced enclose in capital respect to be ignored relatively. He hopes to allocate funds doubly, those who help the ability of the United States that pack rise to global gross 10% to 15% , had better achieve inside 10 years 25% , supply the safety of catenary in order to ensure. It is very important that he thinks to build an advanced center that pack in North America.