The world is fully prepared for the next growth cycle
German Chancellor Scholz's administration plans to allocate 20 billion euros (approximately RM101.4 billion) to support German semiconductor manufacturing to support the country's technology industry and ensure the supply of key components at a time of heightened global geopolitical tension. The money will be distributed to German and international companies by the end of 2027, and the capital will be withdrawn from the Climate and Transformation Fund
The German government has agreed to provide 10 billion euros (approximately RM50.7 billion) in funding for a new Intel plant, and is currently negotiating about 7 billion euros (approximately RM35.5 billion) in subsidies to companies including TSMC and German Infineon Technology
Not only Germany, but many countries continue to increase their share of export markets in the future as the semiconductor cycle is slowing down, and improving their market position. China and the US are typical examples, because the beginning of the trade war was for semiconductor-related technology, and many large companies such as AMD, Intel, and Tsmc are stepping up their steps to develop new technologies to ensure that they can maintain their leading position
In particular, the birth of AI has further increased companies' dependence on semiconductors, and is a major trend for decades or even 100 years to come. It can be said that the amount of technology research and innovation in each country will only increase over time
Short-term fluctuations may make you feel uncomfortable, but after all, you will usher in spring and encourage everyone
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