It is rumored that many chip giants have said: delay or reduce the plan to build a factory in the United States, why?
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The progress of the US$52 billion chip bill has stalled, and semiconductor manufacturers such as TSMC and Intel have said that they will have to delay or scale back their local investment and expansion plans.
According to the Nikkei Asian Review, Intel has indefinitely delayed a $20 billion chip plant in Ohio. According to previous information, Intel plans to build at least two chip factories in Ohio, USA, and the chip factory was originally scheduled to hold a groundbreaking ceremony on July 22. Nikkei Asia reported that Intel said that "the progress of the chip bill is slower than originally expected, and it is unknown when it will be finalized."
GF also mentioned that the fate of the chip bill will affect the rate and speed of the company's expansion of U.S. capacity. GlobalFoundries had planned to build a chip factory in uptown New York to ease a global chip shortage. The factory has a total investment of 1 billion US dollars and plans to increase the production capacity of 150,000 wafers per year.
In addition, although TSMC has begun to build a $12 billion 5-nanometer factory in Arizona, it also said that the speed of construction of the factory depends on subsidies from the US government. TSMC's chip factory in Arizona, USA, started construction in June 2021 and was originally planned to be completed and put into production in 2024. It is expected that TSMC will also plan to build up to six fabs in Arizona in the next 10 to 15 years.
It is worth mentioning that Universal Wafers, the world's third largest silicon wafer manufacturer, recently announced that it will build a 12-inch silicon wafer fab in Sherman, Texas. 1.2 million pieces. Texas Gov. Greg Abbott expects the new fab to generate $5 billion in investment over several years, including subsidies for the chip industry that Congress is negotiating.
However, according to CNBC, U.S. Secretary of Commerce Gina Raimondo said that the premise of Universal Wafer's implementation of its silicon wafer construction plan is that Congress passes funding for the "American Chip Act" before the start of the August recess. If Congress fails to act, the deal could fall through.
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