INFORMATION
Chips & Science Act was taken effected.
The Biden Administration enacted the Chips & Science Act (CSA) in August 2022. This act sets the direction for the semiconductor industry, particularly the return of semiconductor manufacturing to the U.S., the destruction of semiconductor products in China, and R&D/talent development in the U.S., with a future investment of $54.2 billion.
Companies that receive loans under this law and set up factories in the U.S. will not be able to produce advanced memory products in China for 10 years from the date of receiving the loan. The advanced memory products are the technology nodes shown in Chart, which are more miniaturized than the 28nm (nanometer) technology node.
In semiconductor production, improvements and innovations are being made every second in order to beat the fierce competition. As an engineer who had worked in semiconductor manufacturing for many years, I can say that the past 10 years is probably more than 30 years compared to the life span of a human being. Even if the factory in China were to resume production of memory products 10 years from now, who would want to buy such antiquated products?
The CSA is not merely a partisan ploy by the Democrats in anticipation of the midterm elections in the U.S. It is an attempt to force the U.S. to accept a loan (candy) in the U.S., which is in effect a death sentence (guillotine) for the Chinese mainland.
Chart: Global level, generation and manufacturing capacity by "technology node" of semiconductor products (2019)
On October 3rd, BNN Bloomberg [1] released that Federal Union Prime Minister, Modi announced a $ 1.2 trillion infrastructure development plan to snatch factories to India from China. The Plan includes digital platform which enables 16 of Union Ministry to integrate, railway, road and port, etc.
In August, the Biden Administration enacted the Chips & Science Act [2], which provides $54.2 billion in financial assistance and domestic human resource development to attract semiconductor factories to the United States. Companies that receive loans under this law will not be able to manufacture advanced memory in China for 10 years from the day they receive the loans.
What will Korean semiconductor companies with factories in China address? It seems likely that a tremor that surpasses. What will Korean semiconductor companies with factories in China address? It is highly likely that a tremor that surpasses the Japan-U.S. semiconductor friction of 1987 will erupt between the U.S. and China. of 1987 will erupt between the U.S. and China.
The supply chain related to semiconductor manufacturing, including that of Japan, is also likely to change drastically. Is this a good opportunity for India?
[1]https://www.bnnbloomberg.ca/india-has-a-1-2-trillion-plan-to-snatch-factories-from-china-1.1827077
[2]https://www.whitehouse.gov/briefing-room/statements-releases/2022/08/09/fact-sheet-chips-and-science-act-will-lower-costs-create-jobs-strengthen-supply-chains-and-counter-china/
HS-TECH ENGINEERING (based in Bangkok) supports clients' business expansion and manufacturing in India through our robust networks in India.
Contact;
Hashimoto Shinya (Mr.)
shinya_h@hs-techeng.com
10月3日付ブルームバーグ電子版 [1] によればモディ首相（インド）は中国にある工場をインドに移転させるため、1.2兆ドルのインフラ整備等に関する計画を発表した。インフラ整備計画には、関連するインド連邦の16の省をデジタルプラットフォームで統合すること、鉄道、道路、港湾の整備等のプロジェクトがひしめいている。
一方、米国バイデン政権は8月、Chips & Science Act [2] を発効させ、米国内での半導体工場の誘致に向けた資金援助および国内人材育成に542億ドルを投下する。この法律による融資を受けた企業は、融資を受けた当日から10年間、中国で先端メモリーの生産ができなくなる。中国に工場展開している韓国系半導体企業等はいかなる対応を取るのだろうか。まさに1987年頃の「日米半導体摩擦」を超える激震が米中間に勃発しそうな状況だ。
日本も含め、半導体製造に係わるサプライチェーンも激変する可能性がある。インドにとっては渡りに船か？
[1]https://www.bnnbloomberg.ca/india-has-a-1-2-trillion-plan-to-snatch-factories-from-china-1.1827077
HS-TECH ENGINEERING（在、バンコク）はインドでのネットワークを駆使して、クライアントのインド展開およびモノづくりをサポート致します。
問い合わせ；
橋本真也、代表
shinya_h@hs-techeng.com
以上
Mr. Hashimoto, President of HS-TECH Engineering was invited a guest speeker for a webinar, conducted by Fukuoka Asia Business Center.
He is going to explain the key points of doing business in Thailand.
Date and time: October 18th, from 17:00 - 18:00 (GMT+7)
Fee: Free of charge
Registration: visit https://www.f-abc.org/event/seminar202/?instance_id=4402
Contents:
1. Outlook on Thai economy, culture, corona indicators, number of trabellers from abroad, monthly wage by age band, foreign direct investment
2. National Strategic Plan
3. Carbon Nuetral by 2065
4. Aging Thai Society
5. Overseas Expansion and Company Positioning
6. Summary
ご案内
期日、時間 １0月18日、17時～１８時（日本時間）
演題：在タイ10年の経験から見た今のタイビジネスを語る
スピーカー：橋本真也（HS-TECH ENGINEERING）
主催：福岡アジアビジネスセンター
申し込み: https://www.f-abc.org/event/seminar202/
