标题: The US Bet to Bring Chips Home [打印本页] 作者: choi 时间: 1-15-2023 13:45 标题: The US Bet to Bring Chips Home Asa Fitch and Greg Ip, The US Bet to Bring Chips Home. Recent shortages of semiconductors and fears of China's ambitions to dominate the industry have led to a frenetic effort to rev up American production. But securing the supply will be complicated. Wall Street Journal, Jan 14, 2023, Aat Page B1 (on Saturdays section B is Exchange, or business). https://www.wsj.com/articles/chi ... -taiwan-11673650917 https://www.livemint.com/technol ... 11673675741411.html
Excerpt in the window of print: While locations of oil reserves once defined geopolitics, now the locations of chip factories are more important, said Intel's CEO.
Note:
(a) online title: Chips Are the New Oil and America Is Spending Billions to Safeguard Its Supply
(b) "The US share of global chip manufacturing has eroded, from 37% in 1990 to 12% in 2020, while mainland China's share has gone from around zero to about 15%, according to Boston Consulting Group and SIA [Semiconductor Industry Association]. Taiwan and South Korea [the latter has been the major producer of memory chips, including flash; so the 20% includes those] each accounted for a little over 20%."
(c) "To defray the chip companies’ investment needs, Ms [Commerce Secretary Gina] Raimondo has approached private infrastructure investors about participating in chip projects, modeled on Brookfield Asset Management Inc's co-investment in Intel's Arizona fabs."
Brookfield Infrastructure Signs Definitive Agreement with Intel. Brookfield Infrastructure Partners, LP, Aug 23, 2022 https://bip.brookfield.com/press ... ive-agreement-intel
("Brookfield Infrastructure Partners LP (NYSE: BIP * * *), together with its institutional partners (collectively, 'Brookfield Infrastructure') * * * is investing up to $15 billion for a 49% stake in Intel's manufacturing expansion at its Ocotillo campus in Chandler, Arizona, with Intel having a 51% stake in this arrangement. This multi-year capital expansion project * * * ")
There is no need to read the rest of this press release.