The U.S. Department of Commerce (U.S. Department of Commerce) announced on January 25, said "the data findings confirmed the semiconductor supply chain is still weak, so the congress must act quickly, as soon as possible by President Joe biden, a proposed $52 billion investment increase domestic chip r&d manufacturing" American innovation and competition law "."

That is not necessarily. In general, government data confirmed that the sample over a period of time experiencing the impact of supply chain disruptions and unstable, is caused by the imbalance between supply and demand and the semiconductor supply chain disruption "culprit". Through industry investigation shows that the spread of the new champions league pneumonia outbreak stimulated chip demand at the same time, this demand growth in 2019 was 17% - all fabs emphasizes the full load operation of production line, will try to meet the demand of chip.



Source: U.S. Department of Commerce

Semiconductor supply and demand imbalance is also reflected on the manufacturer's inventory. Report showed that U.S. auto manufacturers and consumer electronics manufacturers inventory depth has 40 days from 2019 to less than 5 days.

"Is the main bottleneck for additional fabs capacity demand," the survey concluded, "in addition, also includes raw material supply is considered a bottleneck, and packaging, testing and assembly capacity."

These data highlight the supply chain disruptions of the direct impact of the economy. But as U.S. commerce secretary Gina Raimondo says "the results of the survey itself doesn't make the United States congress approved the $52 billion bill immediately to speed up the semiconductor production." She wrote in a statement, although don't think the outbreak will lead to long-term interruption of the supply chain, but any interruption inevitably result in a chain reaction.

The U.S. congress in the legislature, composed of the senate and the house of representatives. Want to become law, and any proposal must go through three steps, first the courtyard and through the proposal review, coordinate approval by both houses, after finally submitted to the President to sign it into law.

The reality is that the senate support industry legislation, the house training emphasis on semiconductor research and development and the labor force, at the same time respond to sustainable energy production and the key challenges such as climate change. Therefore, differences of legislation in the house and senate, this is viewed as the United States to revive domestic chip manufacturing "timely rain" legislative deliberation not very well. But now, in the house and senate bill eventually outline, is meeting is inevitable in the argument of tense negotiations are finalized.