U.S. Passes CHIPS Act, Increasing Restrictions on China Lead to Rising Geopolitical Risk, Says Trendforce
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Monday, August 1, 2022
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However, as the U.S. Congress is about to enter its August recess, the Senate and House of Representatives passed "H.R.
Key Points:
- However, as the U.S. Congress is about to enter its August recess, the Senate and House of Representatives passed "H.R.
- The draft bill not only covers wafer manufacturing R&D and factory construction subsidies, tax incentives, etc., but also proposes additional restrictions.
- TrendForce indicates that the only semiconductor companies currently investing in expansion/fabs in the US and China are TSMC and Samsung.
- It is worth continuing to pay attention to how the U.S. CHIPS Act will restrict the Chinese investment of these two companies.