,Intel Corp’s bold new plan to expand capacity and get into the foundry business, as well as Taiwan Semiconductor Manufacturing Co’s pledge to build a new fab in Arizona, are both welcome news.
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IF THE United States is to regain its position in the global semiconductor industry, it may need help from bankers as much as engineers.
Intel Corp’s bold new plan to expand capacity and get into the foundry business, as well as Taiwan Semiconductor Manufacturing Co’s pledge to build a new fab in Arizona, are both welcome news.
That’s particularly the case in Washington DC, where the administration and lawmakers have been drumming up plans to retake the lead amid growing competition from Beijing.
But such piecemeal factory projects probably won’t be enough to elevate the nation’s share of global manufacturing capacity, which currently stands at fifth behind Taiwan, South Korea, China and Japan.
That’s where Wall Street can play its part. The possible takeover of Japan’s Kioxia Holdings Corp is precisely the kind of move that US business and political leaders should get behind.
Boise-based Micron Technology Inc, the country’s largest maker of memory chips, and Western Digital Corp, a leader in storage and hard drives, are both exploring the idea of buying the company, the Wall Street Journal (WSJ) reported this week.
A subsequent report from Bloomberg News suggested the target would rather list its shares than be acquired, indicating that a buy out by either foreign firm won’t come easy.
These look like competing deals and, if either is pulled off, could value what was formerly Toshiba Memory Corp at around US$30bil (RM123bil), the WSJ wrote.
A tie-up could also give either buyer an extra 20% of the market for chips used to store data. It would be a rare procurement of semiconductor manufacturing capacity in an industry where the US$300bil in chipmaker acquisitions over the past decade have been chiefly among fabless design companies.
It’s important to note that buying a foreign chipmaker doesn’t automatically bring capacity back home.
Kioxia and Western Digital, for example, just announced the expansion of their joint facilities in central Japan’s Yokkaichi city. But doing so would bring more of global supply under nominal control of US companies.
Having American firms own more of the worldwide capacity isn’t just window dressing.
The administration arguably has more leverage over US firms than it does over foreign companies, which could pay dividends as President Joe Biden continues his predecessor’s policy of luring the tech supply chain back home.
Both Micron and Intel have significant amounts of manufacturing overseas, diluting any argument they may attempt to make about favouring made-in-America policies.