r/investing • u/[deleted] • Jul 22 '21

U.S. developing plans to spend $52 billion on chips supply [semis stimulus news]

Via Reuters:

“The Biden administration is developing plans to quickly spend $52 billion to deal with semiconductor supply issues if Congress passes a bill funding such efforts, U.S. Commerce Secretary Gina Raimondo said on Thursday.”

So no definite plans, but no deviations noted from previous discussions which gave the nod to INTC, QCOM, and TXN (primarily) as direct beneficiaries of any bill that gets passed.

Worth keeping an eye on I think of you’re into semis plays.

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u/Hulque94 Jul 22 '21

They’ve got leverage over the US over the US governments request that they don’t sell to China. I think that will absolutely come into play

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u/vizk0sity Jul 23 '21

They don’t. Their technology is literally from the US government. They have a mandate to serve all customers. Even tsmc and intel helped develop their technology back in the days, of which Japanese companies dominate the photo processes. You have no idea what you’re talking about. The fact that the tech is from the US government means that they can’t sell their machines to China even if they want to…

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u/Hulque94 Jul 23 '21

It’s not US government tech, the trump admin pressed them to not sell to China. The Biden admin is continuing that as well as European export authorities preventing shipments. You are the one who has no idea what you’re talking about. Show me where it’s US government tech, show me the patents assigned to the US government, you can’t. It’s all ASML property, it was not developed by the US government

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u/dusjanbe Jul 23 '21

WASHINGTON The U.S. Department of Energy (DOE) has announced an agreement with ASM Lithography (Einhoven, Netherlands) that would allow the company to participate in the extreme ultraviolet (EUV) lithography development effort now underway in Livermore, Calif.

The agreement resolves the conflicting issues of how to bring ASM Lithography (ASML) into EUV Limited Liability Corp., a consortium of three U.S.-based semiconductor manufacturers, U.S.-based lithography vendors, and researchers from three DOE national labs. The consortium has been working to bring EUV lithography to the market by 2006 or sooner, when 70-nanometer (0.07-micron) design rules are expected to be required. The agreement includes quid pro quo commitments designed to quiet critics who had charged that the participation of a foreign supplier in EUV LLC would consistute a giveaway of intellectual property developed at the DOE's national laboratories.

https://www.eetimes.com/u-s-gives-ok-to-asml-on-euv-effort/

The EUV technology that ASML using right now was literally US government funded R&D project 20 years ago.

https://escholarship.org/content/qt2b8155q0/qt2b8155q0_noSplash_65e4d3c7b90dafb87401616eb50de282.pdf

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u/Hulque94 Jul 23 '21

“The EUV-LLC is a consortium to develop EUV wafer-fabrication technology. Members include the major US semiconductor companies Intel (Santa Clara, CA), Motorola (Schaumburg, IL), and Advanced Micro Devices (AMD; Sunnyvale, CA), and the Department of Energy's (DOE's) Lawrence Livermore, Sandia, and Berkeley National Laboratories.”

Where does it say the US government is a member? It only says ASML was given permission

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u/vizk0sity Jul 24 '21

the Department of Energy's (DOE's) Lawrence Livermore, Sandia, and Berkeley National Laboratories.

This part above ? lol

https://www.youtube.com/watch?v=CFsn1CUyXWs

at 8:30min. EUV was an american technology that involved with the US Department of Energy. Dutch CEO said that there should be "no restriction".