Wed. Dec 1st, 2021

The makers could not cope Global semiconductor shortage. Gaming consoles like the PlayStation 5 Still rare, Automakers are delivering cars With missing features, And Apple could end production Less than 10 million iPhones In 2021. For some companies, however, this could be an unexpected reversal of supply chain problems.

Overseas production delays and relentless demand for consumer electronics have become a disaster for some chipmakers in the United States. Even lesser-known American manufacturers of aging or second-hand equipment have seen an increase in sales of their legacy chips or microcontrollers. These parts are cheap to make but An important component for many devices, And supply chain issues have affected larger companies that focus on more advanced technology, increasing demand for more basic chips. Flash with customers, the companies that make these microcontrollers are now spending to increase their overall production capacity.

An Arizona-based semiconductor supplier is investing in microchip technology, expensive new equipment and hiring more workers as its profits have tripled in the last quarter. According to the New York Times. GlobalFoundries, a chipmaker based in Malta, New York, announced in July that it would Build another chip plant Its production capacity is close to doubling. And just last month, North Carolina announced a manufacturer Semiconductor’s pivot And changed its name from Cree to Wolfspeed. There is also the company Upstate New York is in the process of building a new manufacturing facility. Already GM Sign up As a strategic customer, another clear sign that the chip supply crisis is benefiting certain U.S. vendors and opening up access to new customers.

Taken together, these developments point to a trend that industry leaders hope will lead to a renaissance for U.S. chip production. Last May, Texas Instruments began construction A $ 3.1 billion chip plant Its near Dallas headquarters and can finalize plans for it Another advantage Soon. Intel announced last March that it would spend more than that $ 20 billion to build two new chip production Factory in Arizona, and the company says it could create more than 3,000 jobs. The world’s largest chip maker, Taiwan-based TSMC, has already begun construction A $ 12 billion plant In Arizona. Now, the local economic leaders Persuading other companies Which also works with TSMC to start operations there.

“We just want to make sure that more of the more manufacturing facilities that are being built in the future are built here,” John Neufer, CEO of the Semiconductor Industry Association, told Recode. “It’s about making sure that, going forward, we have a well-balanced supply chain.”

The US government wants to capitalize on this momentum. President Joe Biden is keen to strengthen the resilience of the country’s chip supply, which government officials believe is important for national security. At the same time, politicians on both sides of the Isle are keen to encourage high-tech manufacturing in the United States, which has declined over the past few decades after many companies decided to build new factories abroad.

It is unclear whether a new wave of chip production could help the United States expand its role as a global high-tech manufacturing hub. Despite the Biden administration Effort To address the chip deficit, there are chip manufacturers in the United States and abroad Signal That is, without direct financial incentives, they will send their new products elsewhere in the future. Even Idaho-based micron technology, The latest major manufacturer of semiconductors Left in the United States for computer memory, its domestic production says the future Depending on the financial incentive. The company plans to spend more than 150 billion on chip research and development over the next decade, but has made it clear that It will build new plants abroad If it does not receive proper support from the US government.

These organizations want Congress to approve $ 52 billion in funding to increase incentives for domestic chip production and support. Companies buy more manufacturing equipment. These subsidies could be important in preventing a further decline in the U.S. share of global chip production. At the moment, only 12 percent of world chip production occurs in the United States, from which a steep drop 37 percent shares About chip production in the United States in 1990. While Republican and Democratic leaders have said they are interested in supporting high-tech manufacturing, chip industry leaders say the government has not yet provided the same financial incentives as other countries, including China And Japan, Which is increasing their chip production.

It’s time to dump her and move on. At the moment, companies are rushing around the world to build facilities that will chip for future technologies, including 5G devices and electric vehicles. Once these billion-dollar facilities begin production, they are less likely to rise and move.

This story was first published in the Recode newsletter. Register here So don’t miss the next one!

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