US chip bill passed! Will chip shortages hit 3C sellers soon?

A research report released by Huatai Securities shows that companies that currently have semiconductor factories in China and the United States include TSMC, Samsung, and Hynix . If these companies accept subsidies from the "chip bill", they will be restricted from building or expanding factories in China. In addition, the United States has previously directly restricted the export of American chips to China, and domestic chips may face shortages again .

Some industries are heavily dependent on imported chips

As we all know, high-precision chips have always been the weak point of China's semiconductor technology. Although domestic chips have been catching up in recent years, the technology is still at 14nm . Samsung, TSMC and other companies have been able to achieve a 5nm difference and are moving towards 3nm .

What do cross-border sellers think?

In fact, sellers have already had heated discussions on this issue on the forum.

The opposing side believes that this chip bill will still have a great impact on 3C and small appliance sellers. Although domestically produced low-end chips can be used as substitutes, they are generally high-priced and low-quality, lacking cost-effectiveness . Moreover, the problem of domestic chip subsidy fraud has always existed. A few days ago, several executives of Huaxin, the largest state-owned investment fund, were just investigated.

This view was also confirmed by industry insiders. The netizen said: "Our factory's chips were all purchased in the United States before. Since the import was restricted, we switched to domestic chips, but the quality is only half of what it used to be, and the cost is still high. It's like being strangled by the throat ."