Dr. Abdel Azim Mahmoud Hanafi *
Business related to the Fourth Industrial Revolution is growing rapidly, and governments around the world are eager to stay ahead of the Fourth Industrial Revolution semiconductor market as semiconductors are used in various fields related to that revolution, including artificial intelligence, big data, robotics and drones. The global semiconductor market is changing at a rapid pace, which determines the need for these governments to take the necessary proactive measures to confront it. After the global semiconductor supply network was shaken since the outbreak of the Corona virus, with the acceleration of digital transformation, semiconductors emerged as a global security issue, and this only got worse with the intensification of US geopolitical tensions with Russia and China and the Ukrainian crisis has exacerbated matters, causing several industries to suffer, under a severe shortage of semiconductors.
And so began a real struggle for control of the global semiconductor market. While the Taiwanese company “TSMC”, which is the largest manufacturer in the world, is involved. And Intel is in a “war without weapons” to dominate the semiconductor market, as TSMC plans to invest a whopping $ 100 billion in its manufacturing business over the next three years. The world’s technology companies are launching two new semiconductor plants later this year on a 1,000-acre site in New Albany, Ohio. This new Albany plant in particular could help meet US demand for semiconductors. Intel’s plan has attracted worldwide attention because it will circumvent healthy competition between companies and rather stimulate competition between countries that view computer chips as a national security asset. Operations executives interpret Intel’s move as reflecting Washington’s intention to enter the global semiconductor war by presiding over its largest company and reducing the United States’ dependence on Asia.
And in March (2021), the Defense Advanced Research Projects Agency (DARPA), the research arm of the US Department of Defense (the Pentagon), announced that it was working with the giant Silicon Valley company, the American global technology company “Intel” . ”, To increase its domestic production of secure and confidential electronic chips within the United States. Intended for use in defense purposes and systems. And work to address the concerns and address the causes of concern about the long-term consequences that may lead to the lack of local production of electronic chips in the United States. Which relies heavily on chips made in Taiwan, which has raised concerns that China is tampering with chips intended for weapons and other critical defense platforms.
In mid-December, Intel announced that it would invest up to $ 7.1 billion in new chip packaging facilities in Malaysia, a major step in which it seeks to improve its global footprint and address the global shortage of semiconductors expected by 2023. will continue. Malaysia represents Only 13% of the world’s chips are tested and packaged.
On March 15, Intel unveiled plans to build a giant factory worth 17 billion euros ($ 18.7 billion) in the German city of Magdeburg.
As China, in turn, plans to become a global hub for the chip industry, the International Semiconductor Manufacturing Corporation, or SMIC, a leading semiconductor manufacturer in China, has equipment at ASM. ASML ”in the Netherlands ordered to upgrade its technology, but could not receive it due to US sanctions. China acknowledged that its inability to produce the most advanced chips was a strategic Achilles heel. However, China will continue to develop semiconductor technology and try to enter the market through various strategies such as the National Integrated Circuit Plan, a roadmap for the construction of the domestic semiconductor industry and the acceleration of chip manufacturing. The goal is to meet domestic demand for chips by 2030. China spends more than $ 100 billion to become world leader in semiconductor industry development. The China Integrated Circuit Industry Investment Fund, or ‘Large Fund’, raised $ 51 billion – $ 22 billion in 2014 and another $ 29 billion in 2019. China used this capital to launch more than 70 semiconductor industry projects (such as the construction of start-ups, the acquisition of foreign companies, and the start-up of joint ventures) have gone from zero to 16% of global chips, although their quality is low today. In the future, China plans to start investing in chip design programs, advanced materials and semiconductor manufacturing equipment. China’s leaders believe this is their century and see US action is designed to drive China away from its rightful place in the world. As a result, semiconductors became a major weapon in the technological Cold War.
* Egyptian academic