Market Shengqi U.S. Congress recently passed a major tax bill, and as long as semiconductor manufacturers build new factories by the end of 2026, they will provide up to 35% tax reduction rewards.
In addition to tax credits, the bill also provides a $39 billion subsidy and a $75 billion loan package to encourage semiconductor manufacturing to return to the United States and reduce the long-term high dependence on the supply chain to Asia. The meeting room plans to submit the bill to President Trump for implementation on July 4, the United States today.
Currently, under the CHIPS and Science Act, the tax reduction reward for semiconductor manufacturers is 25%, and the previous meetings have planned to increase the proportion to 30%, and the latest news comments will be further raised to 35%.
If the bill is officially passed, it will further drive semiconductor industry capital expenditures and stimulate related equipment and labor demands, including Telco's crystal factory in Asia, Micron's new production base in New York, and Global Foundries' expansion plan, which will benefit from this policy.
As semiconductor industry gradually returns to the United States, the market structure is also expected to be reshuffled, thus forming a new semiconductor industry cluster effect.
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