SK Hynix Commentator
RGTI Return RateIs Trump stepping back? And investing in 7 tech companies?
The US Department of Commerce's investment of $874 million in 7 chip companies sends several key signals:
• Shift in Model: Moving from providing subsidies to directly acquiring equity means the government is transitioning from a "referee" to a "player," aiming to improve taxpayer returns and gain more say in corporate strategy.
• Precision Investment: Funds are exclusively directed toward cutting-edge technology areas such as CPO, AI storage, and advanced packaging, rather than mature processes. This indicates that the US is attempting to overtake competitors in next-generation chip technology through 弯道超车 (overtaking on a bend), rather than engaging in direct confrontation in advanced manufacturing processes.
• Strategic Layout: Behind this lies the US's grand chess game in the AI race and the "Americanization" of the supply chain, aiming to firmly grasp the foundation of computing power within its own hands and reshape global discourse in the semiconductor industry.
US R&D + US Manufacturing + US Packaging
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