
US-Fabrikkapazität könnte sich in einem Jahrzehnt verdreifachen | Die Fab-Investitionen des CHIPS and Science Act erhalten erste positive Bewertungen, es bestehen jedoch weiterhin Herausforderungen bei der Personalbesetzung
https://spectrum.ieee.org/chips-act-funding
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From the article: In 2022, the United States fabricated 0 percent of the world’s most advanced logic chips. By 2032, that share could rise to 28 percent.
So says a [new report](https://www.semiconductors.org/america-projected-to-triple-semiconductor-manufacturing-capacity-by-2032-the-largest-rate-of-growth-in-the-world/) from the Semiconductor Industry Association (SIA) and Boston Consulting Group. If the report’s prediction pans out, the country should meet U.S. Secretary of Commerce Gina Raimondo’s ambitious goal of producing 20 percent of the world’s “leading-edge logic chips” by 2030. Raimondo announced the goal in February at an event hosted by the Center for Strategic & International Studies (CSIS), a think tank.
The government’s chief tool in service of that goal is the CHIPS and Science Act, or CHIPS Act. Enacted in 2022, a key part of the much larger Act dedicates US $39 billion in subsidies for creating or expanding U.S.-based semiconductor fabs and an additional $11 billion in research and development. This money alone will not create fabs from thin air, but analysts say that the funds form a promising start and that 20 percent by 2030 is a serious target.
“I think that is a stretch goal, but a possible one,” says Mark Muro, a senior fellow at the Brookings Institute.
The Commerce Department, responsible for disbursing the CHIPS Act’s subsidies, initially garnered criticism for a sluggish start. It had to set up a structure for distributing a total bursary several times larger than the Department’s annual budget. Nevertheless, award announcements began last December, and the Department has since dedicated, though not yet distributed, more than half of the $39 billion.
Doesn’t CHIPS act mean the industry is subsidized by the government? Something people constantly accuse Chinese of doing whenever some Chinese brand gains wider appeal? Whether it’s solar, EV cars, smartphones, they are always accused of being subsidized. How come is everybody celebrating this, then?
Domestic fabrication really means nothing when all of it needs to be sent to Taiwan for packaging.