Core Viewpoint - The article emphasizes the critical need for a resilient and self-sufficient semiconductor supply chain in the U.S., highlighting the significant investments required to address material shortages and support semiconductor manufacturing growth [1][2][3]. Group 1: Investment and Supply Chain Challenges - The U.S. plans to invest over $450 billion in semiconductor manufacturing capacity by 2024, but faces a potential shortfall in the supply of over 60% of the necessary materials and chemicals by 2030 [1][10]. - An estimated one-time capital investment of around $9 billion is needed to fill the material gap and keep pace with semiconductor manufacturing capacity expansion [2][13]. - The overall semiconductor market in the U.S. is projected to exceed $140 billion by 2030, more than doubling from $68 billion in 2024, with related chemicals and materials demand expected to grow from $4 billion to approximately $13 billion [3]. Group 2: Importance of Chemical Supply - The semiconductor industry relies on over 100 types of chemicals and materials, many of which require ultra-high purity, making the supply chain vulnerable to disruptions [8][10]. - The U.S. currently imports nearly all ultra-high purity hydrogen fluoride needed for advanced semiconductor devices, indicating a heavy reliance on foreign supply chains [8][10]. - A diversified chemical supply chain is essential for supporting U.S. semiconductor manufacturing without significantly impacting overall manufacturing costs, as raw materials account for less than 5% of total costs [8]. Group 3: Types of Chemical Supply Gaps - Seven types of chemical supply challenges have been identified, ranging from attractive domestic supply to critical gaps in technology and raw material access [9][18][21]. - For example, high-purity hydrogen fluoride faces economic challenges due to reliance on imports, while some materials are restricted due to environmental regulations [21][22]. - The article outlines the need for collaboration among industry players to develop local supply chains and reduce dependency on imports [27]. Group 4: Future Directions - To ensure a reliable supply of critical materials, companies should consider trade agreements, securing key raw material sources, and addressing investment and operational cost disparities in the U.S. [27]. - The establishment of resilient semiconductor material supplies is crucial for scaling the domestic semiconductor industry and securing access to key technologies in the 21st century [27].

Core Viewpoint - Vietnam is set to build its first semiconductor wafer fabrication plant with a budget of 12.8 trillion VND (approximately 500 million USD), aiming to enhance its semiconductor ecosystem and attract foreign investment in the industry [1][2]. Investment and Development Plans - The Vietnamese government has approved a significant investment plan for a semiconductor factory, which will include tax incentives allowing companies to retain 20% of taxable income for reinvestment in the local semiconductor ecosystem [1]. - Vietnam is actively negotiating with several U.S. semiconductor companies, including GlobalFoundries and PSMC, to establish a semiconductor manufacturing presence in the country [3][5]. - The government aims to complete the first semiconductor manufacturing plant by around 2030, with plans to support local companies like Viettel in building their own facilities [5][10]. Industry Growth and Export Statistics - By 2021, semiconductors accounted for 19% of Vietnam's technology exports, up from 11% in 2011, with a compound annual growth rate of 37.6% during that period [8]. - In 2023, Vietnam's semiconductor equipment exports reached 7.53 billion USD, with over half going to the U.S., making Vietnam the third-largest chip exporter to the U.S. after Malaysia and Taiwan [8][10]. Strategic Vision for Semiconductor Industry - Vietnam's long-term strategy includes establishing six wafer fabrication plants and achieving an annual revenue of approximately 25 billion USD by 2030, with projections of 50 billion USD by 2040 and 100 billion USD by 2050 [13][14][15]. - The strategy will be implemented in three phases, focusing on attracting foreign investment, enhancing domestic capabilities, and ultimately creating a self-sufficient semiconductor ecosystem [16][20][22]. Challenges and Competitive Landscape - The high cost of building semiconductor fabs, estimated at up to 50 billion USD, poses a significant challenge for Vietnam as it competes with countries like China, the U.S., South Korea, and the EU, which have announced substantial funding for their semiconductor industries [6][12]. - Vietnam's semiconductor industry currently relies heavily on foreign direct investment, primarily in assembly, testing, and packaging, with limited domestic production capabilities [10][12].

如果您希望可以时常见面，欢迎标星收藏哦~ 但在第二任期内，特朗普把椭圆形办公室的"坚决"办公桌当成了谈判桌，进一步利用不断增加的关 税威胁（现在已是主动行动）作为手段，将美国境外的制造业转移到美国境内，创造新的就业机 会。对于我们这些把美国当成家的人来说，这听起来比全球化对几十年来不断削弱的制造业基地的 帮助要好得多。 由于最终销往美国的产品大部分是在中国、墨西哥和加拿大制造的，因此关税首先冲击这些地区并 对其造成严重影响也就不足为奇了。但特朗普已明确表示，关税也将适用于台湾，台湾半导体制造 公司的大部分代工产能都位于台北附近。 鉴于世界对高端芯片的依赖，而这些芯片大多在台湾制造和封装，为了在这个分裂的世界中实现某 种类似稳定的东西，将自身风险分散到地理上才是台湾的最大利益，而该公司近年来一直在这样 做。 昨天，台积电首席执行官魏哲家和特朗普总统在白宫概述了一项新的投资协议，该协议将允许台积 电的客户避免原本 25% 的关税，之后将进一步提高。与英特尔不同，英伟达、AMD、苹果、高通 和博通没有自己的代工厂，它们对自己的产品可能受到此类关税的制裁感到不满。尤其是这些关税 不会是静态的一次性事件，而是会随着时间 ...

Core Viewpoint - The semiconductor industry is undergoing significant upheaval, with potential splits and acquisitions involving Intel by Broadcom and/or TSMC, the rise of Arm as a chip manufacturer, and increasing geopolitical tensions impacting the supply chain and technological innovation [1][9]. Intel's Decline and Potential Acquisition - Intel, once a leader in the semiconductor market, is facing major challenges due to manufacturing missteps and intense competition, attracting interest from Broadcom and TSMC for potential acquisitions [3]. - Broadcom is closely monitoring Intel's chip design and marketing operations, considering a partnership for Intel's manufacturing business before proceeding with an acquisition [3]. - TSMC is also contemplating controlling Intel's factories as part of an investment consortium, reflecting a trend towards specialization in chip manufacturing and design within the industry [3]. - Following news of potential acquisitions, Intel's stock surged by 16% on a Tuesday, although it later retreated, ending the week with a 5.3% increase [3]. Supply Chain Vulnerabilities and Geopolitical Considerations - The complexity and international integration of the semiconductor supply chain are increasingly evident, with experts noting that vertical integration is no longer feasible due to technological complexities [4]. - The U.S. government is pushing for domestic semiconductor manufacturing while limiting technology transfers to China, raising questions about its policies in light of potential TSMC acquisitions of Intel facilities [5]. - Any transaction involving TSMC taking over Intel's factories would require U.S. government approval, especially in the context of the $53 billion subsidy program established by the CHIPS Act in 2022, of which Intel is a significant beneficiary [5]. Arm's Ambitions and Market Disruption - Arm, known for licensing chip designs, plans to produce its own chips, marking a significant shift in its business model that could disrupt the semiconductor industry [6]. - The upcoming chips are expected to serve as central processing units (CPUs) for large data center servers, with production outsourced to manufacturers like TSMC [6]. - There is skepticism regarding Arm's decision to enter chip production, as it may conflict with existing clients who rely on Arm's designs [6]. - Amazon's collaboration with Intel to produce AI architecture chips on Intel's advanced 18A process node highlights the competitive dynamics in the market [6]. Opportunities and Aspirations in Europe - Europe is striving to enhance its position in the semiconductor industry, with initiatives announced by leaders like Macron and von der Leyen, including a €109 billion plan for France [8]. - The rise of RISC-V architecture presents challenges to established players like Intel, Arm, and Nvidia, creating opportunities for job creation in chip design in Barcelona [8]. - The call for public support to protect and promote better chip development in Europe reflects a strategic vision for the region's semiconductor future [8]. Competition and Innovation - The potential divergence of Intel and Arm into chip manufacturing could intensify competition in the semiconductor industry [9]. - If Broadcom acquires Intel's chip design business, it could emerge as a major player in the CPU market, potentially fostering innovation [9]. - Arm's entry into chip manufacturing may disrupt the CPU market, offering energy-efficient designs as attractive alternatives to Intel's chips, although it faces challenges of competing with its own customers [9].