Is U.S. Semiconductor Subsidies for China?

White House Report to Strengthen U.S. Semiconductor Manufacturing and Research

🟩 Return to domestic production with an awareness of China

United States Innovation and Competition Act (USICA) passed by the Senate.

Both the Democratic Party and the Republican Party felt a sense of crisis about the United States falling behind China’s growing competitiveness, and a bill was submitted bipartisan.

Artificial intelligence (AI) and U.S. manufacturing and technology sectors will be subsidized by 250 billion dollars (about 27 trillion yen), of which 52 billion dollars (about 5 trillion yen) will be for semiconductor manufacturing enhancement and research and development

Two bills introduced during the Trump administration, CHIP and AFA, were scheduled to contribute US$37 billion, but the Biden administration significantly increased the amount.

Creating Helpful Incentives to Produce Semiconductors for America

CHIPS for America Act

🟩 Semiconductors that have already left China

China is worried about its growing competitiveness, but as of 2021, China is not a major player in semiconductors.

Huawai has also disappeared due to the impact of the 2020 U.S.-related embargo on semiconductors

Image 1

🟩 Backed lobby groups

The bill was backed by lobbying by the American Semiconductor Institute (SIA).

In addition, a lobbying group of semiconductor companies across multiple sectors, the Semiconductors in America Coalition (SIAC), was launched.

Home – Semiconductors in America

A system in which major IT vendors such as Google, Apple, Microsoft, and Amazon back up semiconductor companies

It is composed of a large number of members, with the aim of further enhancing the current superiority.

Image 2

🟩 Moves that anticipate China’s growth

These U.S. policies are a move to prevent China from holding chokepoints for economic and national security.

White House report raises concerns on four items

・Important pharmaceuticals
, advanced batteries
, important minerals
, semiconductors

If we depend on China for the supply of these products, we cannot tolerate the risk of a sudden supply stoppage.

Of course, China will grow its own semiconductor industry.


U.S. subsidies to the semiconductor industry will encourage China’s own semiconductor growth, but it is a preemptive strategy considering security

I wonder if Japan manufacturers will benefit from the $52 billion in subsidies.

The Japan may also need to anticipate policies so that other countries do not hold chokepoints, such as in the energy field、、、

Copied title and URL