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能源政治乌云笼罩墨西哥竞购美国半导体热潮

美国商务部长雷蒙多(Gina Raimondo) 9月表示，美国一项527亿美元的芯片法案也将为墨西哥在能源和水资源密集型半导体行业创造"重大机会"。

  • 路透
  • 美国东部时间2022年12月14日17:17
能源政治乌云笼罩墨西哥竞购美国半导体热潮
戴夫·格雷厄姆

墨西哥城:墨西哥希望从美国振兴北美市场的努力中获得一笔投资横财半导体由于企业对能源供应、对化石燃料的过度依赖以及缺乏财政激励措施的担忧，生产风险逐渐消失。

美国商务部长雷蒙多(Gina Raimondo)今年9月表示，美国通过了一项527亿美元的法案芯片该法案还将为墨西哥在能源和水资源密集型领域创造“重大机会”半导体行业．

但据了解投资讨论的十多名人士采访，如果墨西哥不迅速采取行动改善输电网络和可再生能源的获取，以及制定有竞争力的激励措施，它可能会输掉。

美国正在建造制造高科技芯片的大型工厂，这是半导体行业最昂贵的部分。与此同时，墨西哥将目光投向了设计、包装和测试等供应链中更容易接近的环节。

为了创造这些就业机会，该国必须减轻企业对电力供应的担忧。此前，总统安德烈斯·曼努埃尔·洛佩斯·奥夫拉多尔(Andres Manuel Lopez Obrador)试图将市场控制权交给现金短缺、依赖化石燃料的墨西哥国家能源公司。

他通过帮助公用事业公司联邦电力公司和国有石油公司墨西哥石油公司(Petroleos Mexicanos)来追求“能源主权”，同时限制私人资助的可再生能源产量，这让试图降低碳足迹的制造商感到困惑。

“墨西哥目前的能源政策严重削弱了该国吸引新投资的能力，特别是涉及半导体行业等战略行业时，”美国商会(U.S. Chamber of Commerce)负责美洲事务的高级副总裁尼尔·赫林顿(Neil Herrington)说。

洛佩兹·奥夫拉多尔的办公室没有回复记者的置评请求。

从电信、国防、汽车制造到计算等行业，半导体在新冠肺炎大流行期间因供应枯竭而成为头条新闻，导致全球制造业出现严重的生产瓶颈。

与美国不同的是，鉴于美中关系的长期不确定性，墨西哥尚未阐明将向企业提供哪些优惠措施，以帮助北美减少对台湾等半导体中心的依赖。

“政府在吸引投资和激励措施方面几乎没有采取任何措施，”反对派控制的西部哈利斯科州经济部长罗伯托•阿雷切德拉(Roberto Arechederra)表示。哈利斯科州首府瓜达拉哈拉被誉为墨西哥的硅谷。

左翼资源民族主义者洛佩斯·奥夫拉多尔(Lopez Obrador)表示，投资者的条件是“不可战胜的”，并指出外国直接投资将迎来近10年来最好的一年。

但官方数据显示，总固定投资仍比他在2018年年中当选时低11%。

官员、企业高管和议员们表示，如果没有更好的电网，墨西哥的半导体发展将陷入困境。美国能源部长格兰霍姆(Jennifer Granholm)今年1月曾警告称，墨西哥对待能源公司的方式可能会阻碍经济增长。

“如果你想成为一个团队成员，你就不能做这样的事情，”美国-墨西哥议会间小组主席、民主党议员亨利·奎利亚尔(Henry Cuellar)说。“尤其是作为北美供应链的一部分。这些都是相互关联的。”

墨西哥承诺将在2月底前推出离岸激励措施，经济部长Raquel Buenrostro上周表示，墨西哥南部一条计划中的商业走廊可能成为半导体投资中心。

阿雷切德拉表示，哈利斯科州等州也在提供税收优惠和廉价土地等激励措施。哈利斯科州是英特尔(Intel Corp .)一家大型工厂的所在地。

高管们说，半导体合作的很大一部分动力来自墨西哥。

2021年6月，时任墨西哥商业协调委员会主席卡洛斯·萨拉查在访问华盛顿时向美国商务部长雷蒙多提出了这个想法，他告诉路透社。

随后，墨西哥承诺加强供应链，并于2022年8月与英特尔和Skyworks Solutions Inc等公司举行了一次针对半导体投资的会议，后者是边境城市墨西卡利的主要雇主。

Skyworks墨西哥业务副总裁Josep Marce敦促该国抓住机会之窗。

他对路透社表示，这意味着墨西哥需要继续投资能源和水利基础设施，并以可持续的方式进行投资，并指出客户承诺帮助解决全球变暖问题。

虽然台积电和英特尔等行业巨头已经宣布在美国投资数十亿美元，但墨西哥尚未公布可能为这些工厂供应的重大项目。

墨西哥制造业出口产业集团Index负责人Luis Manuel Hernandez表示:"美国正在从地区角度考虑，墨西哥仍在以一个国家的角度考虑。"“如果我们想坐到大谈判桌前，我们需要做出不同的决定。”

黄金时代?

今年7月，墨西哥在能源问题上的紧张关系升级为与美国和加拿大的正式争端，美国和加拿大认为墨西哥歧视他们的公司。

周一，墨西哥政府表示，希望争端得到解决，让企业有信心在该国投资。

洛佩兹·奥夫拉多尔表示，过去腐败的政府操纵能源市场，以牺牲国家利益为代价来支持私人利益。

在哈利斯科州，根据该州能源机构的数据，国家能源政策已经搁置了7个私营可再生能源项目——5个太阳能和2个风能——总投资达11亿美元。

各行各业都注意到了这一点，尤其是汽车制造业。

位于墨西哥中部的中资汽车供应商CW Bearing的Julian Eaves说，企业希望利用墨西哥的地理位置和具有竞争力的劳动力成本。

但他说，赢得新业务取决于企业向客户展示如何降低全球排放，而政府政策正在阻碍这一目标的实现。

“这是墨西哥潜在的黄金时代，”CW北美运营和制造总监伊夫斯说。“但它还没有进化到满足市场需求。”

位于墨西卡利的工业园区开发商PIMSA的执行副总裁弗朗西斯科•费奥伦蒂尼估计，如果政府政策没有限制电力供应，下加利福尼亚州的外国投资可能会增加45%。

2020年，墨西卡利成为投资者的警示灯塔，当时洛佩斯·奥夫拉多尔(Lopez Obrador)在那里举行了反对该工厂的公投，称该工厂危及供水，随后取消了一个价值10亿美元的星座品牌啤酒厂，该啤酒厂已基本完工。

Index的Hernandez表示，下加利福尼亚州和另一个与美国经济紧密结合的边境州奇瓦瓦在过去三年缺少约1.8吉瓦的总电力供应，无法充分利用现有的需求。

去年10月前负责墨西哥经济部招商引资工作的莫妮卡•杜赫姆(Monica Duhem)表示，墨西哥与学术界的合作已取得进展，加快了工程师培训，并分析了美国企业可以在哪些领域将工厂改造为专注于半导体组装、封装和测试。

但她说，尽管总统私下会向企业保证，在墨西哥投资是值得的，但他频繁公开谴责能源公司，却引发了怀疑。

“跨国公司对我说:‘你们向可再生能源转型的战略是什么?’”杜亨回忆道。

有迹象表明，政策正在转变。

墨西哥外交部长马塞洛·埃布拉德(Marcelo Ebrard)最近在边境城市蒂华纳(Tijuana)与高管们讨论半导体投资时表示，墨西哥需要投资500亿美元，到2030年将可再生能源发电能力翻一番。

“如果你不使用清洁能源生产，”他说，“你就无法出口到美国。”


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\"Energy<\/figure>By Dave Graham<\/strong>

MEXICO CITY: Mexico's hopes of reaping an investment windfall from a U.S. drive to boost North American semiconductor<\/a> production risk foundering on companies' concerns over energy supply, overdependence on fossil fuels, and a lack of financial incentives.

U.S. Commerce Secretary Gina Raimondo said in September a $52.7 billion U.S. bill known as the Chips<\/a> Act would also create \"significant opportunities\" for Mexico in the energy and water-intensive semiconductor industry<\/a>.

<\/div><\/div>But according to interviews with over a dozen people privy to investment discussions, if Mexico does not move quickly to improve power transmission networks and renewable energy access, as well as craft competitive incentives, it may lose out.

The United States is building huge plants that make high-tech chips, the most expensive part of the semiconductor business. Mexico, meanwhile, has its sights on more accessible parts of the supply chain like design, packaging and testing.

To create those jobs, the country must allay business fears over electricity supply sparked by President Andres Manuel Lopez Obrador's campaign to give market control to Mexico's cash-strapped, fossil-fuel dependent national energy companies.

His pursuit of \"energy sovereignty\" by helping utility Comision Federal de Electricidad and state oil firm Petroleos Mexicanos while limiting privately-funded renewable output has flummoxed manufacturers trying to lower their carbon footprint.

\"Mexico's current energy policy is severely undercutting the country's ability to attract new investment, especially when it comes to strategic sectors such as the semiconductor industry,\" said Neil Herrington, senior vice president for the Americas at the U.S. Chamber of Commerce.

<\/div><\/div>Lopez Obrador's office did not reply to requests for comment for this story.

Used in industries from telecoms, defense and carmaking to computing, semiconductors hit the headlines during the COVID-19 pandemic when supply dried up, causing serious production bottlenecks in global manufacturing.

Unlike the United States, Mexico has yet to spell out what inducements it will offer firms to help North America reduce reliance on semiconductor hubs like Taiwan in light of protracted uncertainty in U.S.-China relations.

\"The government has done almost nothing on attracting investment and incentives,\" said Roberto Arechederra, economy minister of the opposition-run western state of Jalisco, whose capital Guadalajara is known as Mexico's Silicon Valley.

Lopez Obrador, a leftist resource nationalist, says conditions for investors are \"unbeatable\", and points to foreign direct investment headed for its best year in nearly a decade.

But gross fixed investment remains 11% lower than when he was elected in mid-2018, official data show.

Officials, executives and lawmakers say without a better power grid, the Mexican semiconductor push will struggle. U.S. Energy Secretary Jennifer Granholm had in January already warned Mexico's treatment of energy firms could hamper growth.

\"You can't do stuff like that if you want to be a team player,\" said Henry Cuellar, a Democratic congressman who chairs the U.S.-Mexico Interparliamentary Group. \"Especially in being part of a North American supply chain. It's all inter-related.\"

Mexico has vowed to present nearshoring incentives by the end of February, and Economy Minister Raquel Buenrostro said last week a planned business corridor in southern Mexico could become a center for semiconductor investment.

States like Jalisco, home to a major Intel Corp facility, are offering their own incentives like tax breaks and cheap land, said minister Arechederra.

Much of the impetus for cooperation on semiconductors originated in Mexico, executives say.

In June 2021, Carlos Salazar, then-president of Mexico's Business Coordinating Council, pitched the idea to U.S. Commerce chief Raimondo on a visit to Washington, he told Reuters.

Pledges to strengthen supply chains followed, and in August 2022 Mexico held a conference targeting semiconductor investment with firms including Intel and Skyworks Solutions Inc, a major employer in the border city of Mexicali.

Josep Marce, Skyworks' vicepresident of operations in Mexico, urged the country to seize the window of opportunity.

That means Mexico needs to keep investing in energy and water infrastructure, and do so sustainably, he told Reuters, pointing to clients' pledges to help tackle global warming.

While industry giants such as Taiwan Semiconductor Manufacturing Co Ltd and Intel have announced multibillion dollar investments on the U.S. side of the border, Mexico has yet to unveil major projects that could supply those factories.

\"The United States is thinking regionally, Mexico is still thinking as one country,\" said Luis Manuel Hernandez, head of Mexican manufacturing export industry group Index. \"If we want to be at the big table, we need to take different decisions.\"

GOLDEN AGE?

In July, tensions over energy boiled over into a formal dispute with United States and Canada, who argue Mexico is discriminating against their companies.

On Monday, Mexico's government said it wanted the spat resolved to give companies confidence to invest in the country.

Lopez Obrador says past, corrupt governments rigged the energy market to favor private interests at the state's expense.

In Jalisco, national energy policy has put on hold seven private renewable power projects - five solar and two wind - encompassing $1.1 billion in total investment, according to figures from the state's energy agency.

Businesses are taking note, especially in carmaking.

Julian Eaves at CW Bearing, a Chinese-owned automotive supplier in central Mexico, said firms want to leverage the country's location and competitive labor costs.

But winning new business depends on firms showing customers how they will lower global emissions -- a goal government policies are hindering, he said.

\"This is a potential golden age for Mexico,\" said Eaves, CW's director of operations and manufacturing for North America. \"But it hasn't evolved to meet market requirements.\"

Francisco Fiorentini, executive vice president of industrial park developer PIMSA in Mexicali, estimated that if government policy was not inhibiting power supply, foreign investment in the state of Baja California could have been up to 45% higher.

Mexicali became a warning beacon for investors in 2020 when Lopez Obrador canceled a largely completed billion-dollar Constellation Brands brewery there after holding a referendum against the plant, arguing it jeopardized water supply.

Hernandez of Index said Baja California and Chihuahua, another border state closely integrated with the U.S. economy, had during the past three years lacked about 1.8 Gigawatts of combined power supply to capitalize on existing demand.

Mexico has made progress working with academia to accelerate training of engineers and analyzing where U.S. firms could convert factory floors to focus on assembly, packaging and testing of semiconductors, said Monica Duhem, who until October oversaw efforts at the economy ministry to lure investment.

But though the president would privately reassure businesses that investing in Mexico was worthwhile, his frequent public denunciations of energy firms fed doubts, she said.

\"Multinationals said to me: 'What's your strategy on transitioning to renewable energy?'\" Duhem recalled.

There are signs policy is shifting.

Foreign Minister Marcelo Ebrard said recently Mexico needed to invest $50 billion to double its renewable power capacity by 2030 as he discussed investment in semiconductors with executives in the border city of Tijuana.

\"If you're not producing with clean energy,\" he said, \"you won't be able to export to the United States.\"

<\/div><\/div>
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Washington has restricted Beijing's access advanced semiconductor technology and asked its allies, including Japan, to do the same.","seolocation":"telecomnews\/ibm-partners-with-japans-rapidus-in-bid-to-manufacture-advanced-chips","seolocationalt":"IBM partners with Japan's Rapidus in bid to manufacture advanced chips","url_seo":"ibm-partners-with-japans-rapidus-in-bid-to-manufacture-advanced-chips"},{"msid":"96150382","stname":"Govt focused on building semiconductor ecosystem; 4 schemes introduced under Semicon India programme: Minister","artsyn":"The government has approved the Semicon India programme with a total outlay of Rs 76,000 crore for the development of semiconductor and display manufacturing ecosystem in the country.","seolocation":"telecomnews\/govt-focused-on-building-semiconductor-ecosystem-4-schemes-introduced-under-semicon-india-programme-minister","seolocationalt":"Govt focused on building semiconductor ecosystem; 4 schemes introduced under Semicon India programme: Minister","url_seo":"govt-focused-on-building-semiconductor-ecosystem-4-schemes-introduced-under-semicon-india-programme-minister"},{"msid":"96034591","stname":"Qualcomm introduces long-range platform for efficient outdoor 5G","artsyn":"Qualcomm said that the 'Compact Macro 5G RAN Platform' is designed to deliver up to 50 per cent base station equipment cost reduction, compared to traditional mmWave macro solutions, enabling customers to design compact macro products ready to accelerate mobility and Fixed Wireless Access (FWA) deployments.","seolocation":"telecomnews\/qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g","seolocationalt":"Qualcomm introduces long-range platform for efficient outdoor 5G","url_seo":"qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g"},{"msid":"95964986","stname":"SRAM & MRAM to invest Rs 2 lakh crore in Odisha, set up semiconductor unit","artsyn":"Meanwhile, the Odisha government received large investment commitments and signed multiple MoUs in Electronics and IT at the MIO Conclave. A direct investment commitment of Rs 8,200 crore has been received which is likely to create over 40,000 jobs in the state, an official said.","seolocation":"telecomnews\/sram-mram-to-invest-rs-2-lakh-crore-in-odisha-set-up-semiconductor-unit","seolocationalt":"SRAM & MRAM to invest Rs 2 lakh crore in Odisha, set up semiconductor unit","url_seo":"sram-mram-to-invest-rs-2-lakh-crore-in-odisha-set-up-semiconductor-unit"},{"msid":"95903829","stname":"Taiwan warns of hit to its exports from US chip restrictions","artsyn":"Taiwan\u2019s government on Tuesday lowered its forecasts for gross domestic product growth for 2022 and 2023 to 3.06% and 2.75%, respectively, citing a slowdown in global demand fueled in part by inflation and China\u2019s Covid policies.","seolocation":"telecomnews\/taiwan-warns-of-hit-to-its-exports-from-us-chip-restrictions","seolocationalt":"Taiwan warns of hit to its exports from US chip restrictions","url_seo":"taiwan-warns-of-hit-to-its-exports-from-us-chip-restrictions"},{"msid":"95842071","stname":"U.S. Senate eyes tightened restrictions on Chinese semiconductors","artsyn":"\"If American business wants the federal government to buy their products or services, they shouldn't be using the kind of Chinese-made chips that, because of Chinese government involvement, put our national security at risk,\" Senator Chuck Schumer said in remarks opening the Senate after its Thanksgiving holiday recess. \"We need our government and our economy to rely on chips made right here in America.\"","seolocation":"telecomnews\/u-s-senate-eyes-tightened-restrictions-on-chinese-semiconductors","seolocationalt":"U.S. Senate eyes tightened restrictions on Chinese semiconductors","url_seo":"u-s-senate-eyes-tightened-restrictions-on-chinese-semiconductors"},{"msid":"95834793","stname":"British lawmakers say business at risk from lack of chip support","artsyn":"Spurred by a global shortage, governments in the United States and Europe have ploughed tens of billions of dollars into semiconductors, including building new manufacturing \"fabs\".","seolocation":"telecomnews\/british-lawmakers-say-business-at-risk-from-lack-of-chip-support","seolocationalt":"British lawmakers say business at risk from lack of chip support","url_seo":"british-lawmakers-say-business-at-risk-from-lack-of-chip-support"},{"msid":"95831754","stname":"Samsung, Huawei, LG lead metaverse patent race","artsyn":"South Korean and Chinese companies are securing metaverse hardware patents, with LG and Huawei rising in the ranks with the most Metaverse patents as the electronics industry looks beyond smartphones, the media reported.","seolocation":"telecomnews\/samsung-huawei-lg-lead-metaverse-patent-race","seolocationalt":"Samsung, Huawei, LG lead metaverse patent race","url_seo":"samsung-huawei-lg-lead-metaverse-patent-race"},{"msid":"95770837","stname":"Netherlands in talks with U.S. on China chip policy: Dutch trade minister","artsyn":"New U.S. export restrictions on chip equipment announced in October reach beyond currently agreed international definitions of what constitutes dual-use equipment.","seolocation":"telecomnews\/netherlands-in-talks-with-u-s-on-china-chip-policy-dutch-trade-minister","seolocationalt":"Netherlands in talks with U.S. on China chip policy: Dutch trade minister","url_seo":"netherlands-in-talks-with-u-s-on-china-chip-policy-dutch-trade-minister"},{"msid":"95764553","stname":"EU nations advance \u20ac43 billion plan to become semiconductor hub","artsyn":"The latest version also adds more safeguards for when the EU\u2019s executive arm can trigger an emergency and intervene in companies\u2019 supply chains.","seolocation":"telecomnews\/eu-nations-advance-43-billion-plan-to-become-semiconductor-hub","seolocationalt":"EU nations advance \u20ac43 billion plan to become semiconductor hub","url_seo":"eu-nations-advance-43-billion-plan-to-become-semiconductor-hub"},{"msid":"95705309","stname":"China buys fewer chip-making machines as US restrictions start","artsyn":"Chinese firms imported $2.4 billion worth of machinery used in semiconductor manufacturing last month, the lowest amount in more than two years after Washington broadened restrictions on the sale of the gear to the world\u2019s No. 2 economy.","seolocation":"telecomnews\/china-buys-fewer-chip-making-machines-as-us-restrictions-start","seolocationalt":"China buys fewer chip-making machines as US restrictions start","url_seo":"china-buys-fewer-chip-making-machines-as-us-restrictions-start"},{"msid":"95700245","stname":"Engineers from Taiwan bolstered China's chip industry. Now they're leaving.","artsyn":"The Taiwanese government has begun to discourage local engineers from going to China, concerned that they were taking proprietary information with them.","seolocation":"telecomnews\/engineers-from-taiwan-bolstered-chinas-chip-industry-now-theyre-leaving-","seolocationalt":"Engineers from Taiwan bolstered China's chip industry. Now they're leaving.","url_seo":"engineers-from-taiwan-bolstered-chinas-chip-industry-now-theyre-leaving-"},{"msid":"95585885","stname":"Europe is too dependent on China for technologies, Finland's PM says","artsyn":"Marin said Europe had lessons to learn from its dependency on Russian energy that led to the ongoing energy crisis in Europe, as well as the lack of medical supplies seen during the COVID pandemic.","seolocation":"telecomnews\/europe-is-too-dependent-on-china-for-technologies-finlands-pm-says","seolocationalt":"Europe is too dependent on China for technologies, Finland's PM says","url_seo":"europe-is-too-dependent-on-china-for-technologies-finlands-pm-says"},{"msid":"95579231","stname":"Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge","artsyn":"Taiwan's government has pledged to keep its most advanced chip manufacturing at home, but has also supported some companies such as TSMC to build new factories in the United States and Japan, both strong international backers of Taiwan.","seolocation":"telecomnews\/chip-giant-taiwan-eyes-bigger-tax-breaks-for-tech-rd-to-retain-competitive-edge","seolocationalt":"Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge","url_seo":"chip-giant-taiwan-eyes-bigger-tax-breaks-for-tech-rd-to-retain-competitive-edge"},{"msid":"95548447","stname":"Taiwan president decries 'rumours' about chip investment risk on island","artsyn":"Taiwan, home to the world's largest contract chipmaker TSMC, plays an outsized role in providing the chips used in everything from cars and smartphones to fighter jets, and is a major supplier to companies like Apple Inc.","seolocation":"telecomnews\/taiwan-president-decries-rumours-about-chip-investment-risk-on-island","seolocationalt":"Taiwan president decries 'rumours' about chip investment risk on island","url_seo":"taiwan-president-decries-rumours-about-chip-investment-risk-on-island"},{"msid":"95539295","stname":"More chip production needed in Europe, Infineon CEO says","artsyn":"At German chipmaker Infineon, about 15% of total production volume currently comes from Taiwan, and some components are sourced exclusively in the east Asian island state.","seolocation":"telecomnews\/more-chip-production-needed-in-europe-infineon-ceo-says","seolocationalt":"More chip production needed in Europe, Infineon CEO says","url_seo":"more-chip-production-needed-in-europe-infineon-ceo-says"}],"primeid":0,"storytags":{"categoryTag":{"sectionid":"49830939","sectionname":"TelecomNews","seolocation":"telecomnews","seolocationalt":"telecomnews"},"otherTags":[{"keyid":"6451058","value":"semiconductor","smid":"0","keynameseo":"semiconductor","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"581400","value":"semiconductor industry","smid":"0","keynameseo":"semiconductor-industry","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"318522","value":"semiconductor chips","smid":"0","keynameseo":"semiconductor-chips","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"6355190","value":"devices","smid":"0","keynameseo":"devices","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"423461","value":"chipset","smid":"0","keynameseo":"chipset","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"22901","value":"chips","smid":"0","keynameseo":"chips","keytype":"","keycount":"totalcount","weightage":"20"}],"filterTags":[]},"formattedTags":{"companyTags":[],"otherTags":[{"name":"semiconductor industry"},{"name":"semiconductor chips"},{"name":"semiconductor"},{"name":"devices"},{"name":"chipset"},{"name":"chips"}],"newsCategoryTags":[{"name":"TelecomNews","seolocation":"telecomnews"}],"breadcrumbTags":["semiconductor","semiconductor industry","semiconductor chips","devices","chipset","chips"],"filterTags":[]},"breadcrumbTags":["semiconductor","semiconductor industry","semiconductor chips","devices","chipset","chips"],"Alttitle":{"minfo":""},"Altdescription":{"minfo":""},"amp_url":"\/\/www.iser-br.com\/amp\/news\/energy-politics-cloud-mexican-bid-to-join-u-s-semiconductor-rush\/96227326","associated":{"articles":{"96283552":{"msid":"96283552","stname":"US puts 3 dozen more Chinese companies on trade blacklist","artsyn":"The move signals a hardening of US efforts to prevent China, especially its military, from acquiring advanced technologies such as leading edge computer chips and hypersonic weapons.","seolocation":"telecomnews\/us-puts-3-dozen-more-chinese-companies-on-trade-blacklist","seolocationalt":"US puts 3 dozen more Chinese companies on trade blacklist","url_seo":"us-puts-3-dozen-more-chinese-companies-on-trade-blacklist"},"96271745":{"msid":"96271745","stname":"Govt to soon launch future labs to channel R&D capital for semiconductor, deep tech development: Rajeev Chandrasekhar","artsyn":"India will soon launch future labs to channel R&D capital for semiconductor and deep tech development. These labs will embed with C-DAC and will encourage industry and academia collaborations, he said, emphasising that technology companies, start-ups and government will be partners to catalyse India as semiconductor nation and major player in electronics global value chains, he said.","seolocation":"telecomnews\/govt-to-soon-launch-future-labs-to-channel-rd-capital-for-semiconductor-deep-tech-development-rajeev-chandrasekhar","seolocationalt":"Govt to soon launch future labs to channel R&D capital for semiconductor, deep tech development: Rajeev Chandrasekhar","url_seo":"govt-to-soon-launch-future-labs-to-channel-rd-capital-for-semiconductor-deep-tech-development-rajeev-chandrasekhar"},"96227326":{"msid":"96227326","stname":"Energy politics cloud Mexican bid to join U.S. semiconductor rush","artsyn":"U.S. Commerce Secretary Gina Raimondo said in September a $52.7 billion U.S. bill known as the Chips Act would also create \"significant opportunities\" for Mexico in the energy and water-intensive semiconductor industry.","seolocation":"telecomnews\/energy-politics-cloud-mexican-bid-to-join-u-s-semiconductor-rush","seolocationalt":"Energy politics cloud Mexican bid to join U.S. semiconductor rush","url_seo":"energy-politics-cloud-mexican-bid-to-join-u-s-semiconductor-rush"},"96192684":{"msid":"96192684","stname":"U.S. consulted Japan, Netherlands on curbs for chips to China","artsyn":"The Biden administration aims to cut China off from certain semiconductor chips made anywhere in the world with U.S. equipment, in a bid to slow Beijing's technological and military advances, issuing a series of curbs in October.","seolocation":"telecomnews\/u-s-consulted-japan-netherlands-on-curbs-for-chips-to-china","seolocationalt":"U.S. consulted Japan, Netherlands on curbs for chips to China","url_seo":"u-s-consulted-japan-netherlands-on-curbs-for-chips-to-china"},"96192180":{"msid":"96192180","stname":"IBM partners with Japan's Rapidus in bid to manufacture advanced chips","artsyn":"The agreement comes as U.S.-China relations remain tense, especially over chips. Washington has restricted Beijing's access advanced semiconductor technology and asked its allies, including Japan, to do the same.","seolocation":"telecomnews\/ibm-partners-with-japans-rapidus-in-bid-to-manufacture-advanced-chips","seolocationalt":"IBM partners with Japan's Rapidus in bid to manufacture advanced chips","url_seo":"ibm-partners-with-japans-rapidus-in-bid-to-manufacture-advanced-chips"},"96150382":{"msid":"96150382","stname":"Govt focused on building semiconductor ecosystem; 4 schemes introduced under Semicon India programme: Minister","artsyn":"The government has approved the Semicon India programme with a total outlay of Rs 76,000 crore for the development of semiconductor and display manufacturing ecosystem in the country.","seolocation":"telecomnews\/govt-focused-on-building-semiconductor-ecosystem-4-schemes-introduced-under-semicon-india-programme-minister","seolocationalt":"Govt focused on building semiconductor ecosystem; 4 schemes introduced under Semicon India programme: Minister","url_seo":"govt-focused-on-building-semiconductor-ecosystem-4-schemes-introduced-under-semicon-india-programme-minister"},"96034591":{"msid":"96034591","stname":"Qualcomm introduces long-range platform for efficient outdoor 5G","artsyn":"Qualcomm said that the 'Compact Macro 5G RAN Platform' is designed to deliver up to 50 per cent base station equipment cost reduction, compared to traditional mmWave macro solutions, enabling customers to design compact macro products ready to accelerate mobility and Fixed Wireless Access (FWA) deployments.","seolocation":"telecomnews\/qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g","seolocationalt":"Qualcomm introduces long-range platform for efficient outdoor 5G","url_seo":"qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g"},"95964986":{"msid":"95964986","stname":"SRAM & MRAM to invest Rs 2 lakh crore in Odisha, set up semiconductor unit","artsyn":"Meanwhile, the Odisha government received large investment commitments and signed multiple MoUs in Electronics and IT at the MIO Conclave. A direct investment commitment of Rs 8,200 crore has been received which is likely to create over 40,000 jobs in the state, an official said.","seolocation":"telecomnews\/sram-mram-to-invest-rs-2-lakh-crore-in-odisha-set-up-semiconductor-unit","seolocationalt":"SRAM & MRAM to invest Rs 2 lakh crore in Odisha, set up semiconductor unit","url_seo":"sram-mram-to-invest-rs-2-lakh-crore-in-odisha-set-up-semiconductor-unit"},"95903829":{"msid":"95903829","stname":"Taiwan warns of hit to its exports from US chip restrictions","artsyn":"Taiwan\u2019s government on Tuesday lowered its forecasts for gross domestic product growth for 2022 and 2023 to 3.06% and 2.75%, respectively, citing a slowdown in global demand fueled in part by inflation and China\u2019s Covid policies.","seolocation":"telecomnews\/taiwan-warns-of-hit-to-its-exports-from-us-chip-restrictions","seolocationalt":"Taiwan warns of hit to its exports from US chip restrictions","url_seo":"taiwan-warns-of-hit-to-its-exports-from-us-chip-restrictions"},"95842071":{"msid":"95842071","stname":"U.S. Senate eyes tightened restrictions on Chinese semiconductors","artsyn":"\"If American business wants the federal government to buy their products or services, they shouldn't be using the kind of Chinese-made chips that, because of Chinese government involvement, put our national security at risk,\" Senator Chuck Schumer said in remarks opening the Senate after its Thanksgiving holiday recess. \"We need our government and our economy to rely on chips made right here in America.\"","seolocation":"telecomnews\/u-s-senate-eyes-tightened-restrictions-on-chinese-semiconductors","seolocationalt":"U.S. Senate eyes tightened restrictions on Chinese semiconductors","url_seo":"u-s-senate-eyes-tightened-restrictions-on-chinese-semiconductors"},"95834793":{"msid":"95834793","stname":"British lawmakers say business at risk from lack of chip support","artsyn":"Spurred by a global shortage, governments in the United States and Europe have ploughed tens of billions of dollars into semiconductors, including building new manufacturing \"fabs\".","seolocation":"telecomnews\/british-lawmakers-say-business-at-risk-from-lack-of-chip-support","seolocationalt":"British lawmakers say business at risk from lack of chip support","url_seo":"british-lawmakers-say-business-at-risk-from-lack-of-chip-support"},"95831754":{"msid":"95831754","stname":"Samsung, Huawei, LG lead metaverse patent race","artsyn":"South Korean and Chinese companies are securing metaverse hardware patents, with LG and Huawei rising in the ranks with the most Metaverse patents as the electronics industry looks beyond smartphones, the media reported.","seolocation":"telecomnews\/samsung-huawei-lg-lead-metaverse-patent-race","seolocationalt":"Samsung, Huawei, LG lead metaverse patent race","url_seo":"samsung-huawei-lg-lead-metaverse-patent-race"},"95770837":{"msid":"95770837","stname":"Netherlands in talks with U.S. on China chip policy: Dutch trade minister","artsyn":"New U.S. export restrictions on chip equipment announced in October reach beyond currently agreed international definitions of what constitutes dual-use equipment.","seolocation":"telecomnews\/netherlands-in-talks-with-u-s-on-china-chip-policy-dutch-trade-minister","seolocationalt":"Netherlands in talks with U.S. on China chip policy: Dutch trade minister","url_seo":"netherlands-in-talks-with-u-s-on-china-chip-policy-dutch-trade-minister"},"95764553":{"msid":"95764553","stname":"EU nations advance \u20ac43 billion plan to become semiconductor hub","artsyn":"The latest version also adds more safeguards for when the EU\u2019s executive arm can trigger an emergency and intervene in companies\u2019 supply chains.","seolocation":"telecomnews\/eu-nations-advance-43-billion-plan-to-become-semiconductor-hub","seolocationalt":"EU nations advance \u20ac43 billion plan to become semiconductor hub","url_seo":"eu-nations-advance-43-billion-plan-to-become-semiconductor-hub"},"95705309":{"msid":"95705309","stname":"China buys fewer chip-making machines as US restrictions start","artsyn":"Chinese firms imported $2.4 billion worth of machinery used in semiconductor manufacturing last month, the lowest amount in more than two years after Washington broadened restrictions on the sale of the gear to the world\u2019s No. 2 economy.","seolocation":"telecomnews\/china-buys-fewer-chip-making-machines-as-us-restrictions-start","seolocationalt":"China buys fewer chip-making machines as US restrictions start","url_seo":"china-buys-fewer-chip-making-machines-as-us-restrictions-start"},"95700245":{"msid":"95700245","stname":"Engineers from Taiwan bolstered China's chip industry. Now they're leaving.","artsyn":"The Taiwanese government has begun to discourage local engineers from going to China, concerned that they were taking proprietary information with them.","seolocation":"telecomnews\/engineers-from-taiwan-bolstered-chinas-chip-industry-now-theyre-leaving-","seolocationalt":"Engineers from Taiwan bolstered China's chip industry. Now they're leaving.","url_seo":"engineers-from-taiwan-bolstered-chinas-chip-industry-now-theyre-leaving-"},"95585885":{"msid":"95585885","stname":"Europe is too dependent on China for technologies, Finland's PM says","artsyn":"Marin said Europe had lessons to learn from its dependency on Russian energy that led to the ongoing energy crisis in Europe, as well as the lack of medical supplies seen during the COVID pandemic.","seolocation":"telecomnews\/europe-is-too-dependent-on-china-for-technologies-finlands-pm-says","seolocationalt":"Europe is too dependent on China for technologies, Finland's PM says","url_seo":"europe-is-too-dependent-on-china-for-technologies-finlands-pm-says"},"95579231":{"msid":"95579231","stname":"Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge","artsyn":"Taiwan's government has pledged to keep its most advanced chip manufacturing at home, but has also supported some companies such as TSMC to build new factories in the United States and Japan, both strong international backers of Taiwan.","seolocation":"telecomnews\/chip-giant-taiwan-eyes-bigger-tax-breaks-for-tech-rd-to-retain-competitive-edge","seolocationalt":"Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge","url_seo":"chip-giant-taiwan-eyes-bigger-tax-breaks-for-tech-rd-to-retain-competitive-edge"},"95548447":{"msid":"95548447","stname":"Taiwan president decries 'rumours' about chip investment risk on island","artsyn":"Taiwan, home to the world's largest contract chipmaker TSMC, plays an outsized role in providing the chips used in everything from cars and smartphones to fighter jets, and is a major supplier to companies like Apple Inc.","seolocation":"telecomnews\/taiwan-president-decries-rumours-about-chip-investment-risk-on-island","seolocationalt":"Taiwan president decries 'rumours' about chip investment risk on island","url_seo":"taiwan-president-decries-rumours-about-chip-investment-risk-on-island"},"95539295":{"msid":"95539295","stname":"More chip production needed in Europe, Infineon CEO says","artsyn":"At German chipmaker Infineon, about 15% of total production volume currently comes from Taiwan, and some components are sourced exclusively in the east Asian island state.","seolocation":"telecomnews\/more-chip-production-needed-in-europe-infineon-ceo-says","seolocationalt":"More chip production needed in Europe, Infineon CEO says","url_seo":"more-chip-production-needed-in-europe-infineon-ceo-says"}}}}" data-news-images="[{"msid":"96227424","msname":"semiconductor","msnameseo":"semiconductor","mediatype":"44","artdate":"2022-12-14 17:03:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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