{"id":451097,"date":"2024-05-14T15:16:47","date_gmt":"2024-05-14T13:16:47","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=451097"},"modified":"2024-05-14T15:20:08","modified_gmt":"2024-05-14T13:20:08","slug":"la-chips-act-accroit-la-part-des-usa-dans-la-production-mondiale-de-chips","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/la-chips-act-accroit-la-part-des-usa-dans-la-production-mondiale-de-chips\/","title":{"rendered":"La CHIPS Act accro\u00eet la part des USA dans la production mondiale"},"content":{"rendered":"

Selon un rapport pr\u00e9par\u00e9 par le Boston Consulting Group, la capacit\u00e9 de production de wafers de silicium aux \u00c9tats-Unis devrait tripler entre 2022 et 2032, ce qui repr\u00e9sente la plus forte augmentation en pourcentage au monde.<\/h2>\n

Le BCG a pr\u00e9par\u00e9 le rapport pour l’association am\u00e9ricaine de l’industrie des semiconducteurs. Il conclut que les efforts politiques visant \u00e0 r\u00e9duire la d\u00e9pendance \u00e0 l’\u00e9gard des fournisseurs asiatiques de capacit\u00e9s de fabrication de puces fonctionnent, en particulier aux \u00c9tats-Unis, mais aussi, dans une moindre mesure, en Europe.<\/p>\n

Le rapport pr\u00e9voit environ 2 300 milliards de dollars de d\u00e9penses d’investissement dans les semiconducteurs sur la p\u00e9riode 2024-2032, contre 720 milliards de dollars au cours de la d\u00e9cennie pr\u00e9c\u00e9dant la promulgation de la loi am\u00e9ricaine CHIPS Act (2013-2022).<\/p>\n

\"\"

Part des investissements mondiaux dans les semi-conducteurs par localisation, 2024 \u00e0 2032. Source : SIA, Boston Consulting Group : SIA, Boston Consulting Group.<\/strong><\/em><\/p><\/div>\n

Le BCG pr\u00e9voit que les \u00c9tats-Unis capteront 28 % des d\u00e9penses d’investissement d’ici \u00e0 2032. Il s’agit du deuxi\u00e8me pays apr\u00e8s Ta\u00efwan, qui absorbera 31 % des d\u00e9penses d’investissement. L’Europe sera \u00e0 \u00e9galit\u00e9 avec la Chine, avec 7 % chacune.<\/p>\n

En cons\u00e9quence, les \u00c9tats-Unis tripleront leur capacit\u00e9 en termes de mises en production de wafers par mois (WSPM). L’Europe devrait doubler sa capacit\u00e9 de production, \u00e0 peu pr\u00e8s au m\u00eame rythme que la Cor\u00e9e du Sud.<\/p>\n

\"\"

Capacit\u00e9 mondiale de production de diam\u00e8tres de 200 mm et plus, par r\u00e9gion, de 1990 \u00e0 2032F. Source : SIA, Boston Consulting Group : SIA, Boston Consulting Group.<\/strong><\/em><\/p><\/div>\n

Cependant, toutes ces d\u00e9penses seront n\u00e9cessaires pour modifier l\u00e9g\u00e8rement les parts de la production mondiale. Les \u00c9tats-Unis devraient passer de 10 % de la production mondiale en 2022 \u00e0 14 % en 2032. L’Europe passera de 8 % \u00e0 9 % de la production mondiale au cours de la m\u00eame p\u00e9riode. Ce chiffre est bien loin des 20 % que les responsables politiques de l’Union europ\u00e9enne ont d\u00e9clar\u00e9 vouloir atteindre. Dans le m\u00eame temps, les parts de production du Japon, de la Chine et de Ta\u00efwan diminueront.<\/p>\n

L’\u00e9tude, intitul\u00e9e \u00ab\u00a0Emerging Resilience in the Semiconductor Supply Chain<\/a>\u00a0\u00bb (r\u00e9silience \u00e9mergente dans la cha\u00eene d’approvisionnement des semi-conducteurs<\/a>), pr\u00e9voit \u00e9galement que la part des \u00c9tats-Unis dans la fabrication de circuits logiques avanc\u00e9s (inf\u00e9rieurs \u00e0 10 nm) atteindra 28 % de la capacit\u00e9 mondiale d’ici \u00e0 2032, contre 0 % en 2022.<\/p>\n

\"\"

Capacit\u00e9 de production mondiale par r\u00e9gion et par cat\u00e9gorie de technologie, 2022 et 2032F. Source : SIA, Boston Consulting Group : SIA, Boston Consulting Group.<\/strong><\/em><\/p><\/div>\n

Tout en constatant que les initiatives am\u00e9ricaines telles que le CHIPS et le Science Act ont \u00e9t\u00e9 couronn\u00e9es de succ\u00e8s, le rapport note que la plupart des autres r\u00e9gions ont mis en place des programmes similaires de soutien \u00e0 la r\u00e9silience technologique.<\/p>\n

Le rapport constate que les \u00c9tats-Unis restent vuln\u00e9rables dans certains segments de la cha\u00eene d’approvisionnement, notamment la logique avanc\u00e9e, les puces anciennes de plus de 28 nm, la m\u00e9moire, le peckaging avanc\u00e9 et les mat\u00e9riaux de base.<\/p>\n

Il demande aux \u00c9tats-Unis d’\u00e9tendre la loi CHIPS \u00e0 la fois dans le temps et pour couvrir la conception des puces, ainsi que d’am\u00e9liorer le vivier de dipl\u00f4m\u00e9s en STIM capables de travailler dans le secteur des semiconducteurs aux \u00c9tats-Unis.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.semiconductors.org<\/a><\/p>\n

Rapport du Boston Consulting Group<\/a><\/p>\n

Articles de presse :<\/h4>\n

Micron d\u00e9clare que l’argent du CHIPS am\u00e9ricain servira \u00e0 financer des d\u00e9penses de 50 milliards de dollars US<\/a><\/p>\n

Les \u00c9tats-Unis r\u00e9duisent le financement de la R&D dans le cadre du CHIPS Act<\/a><\/p>\n

Rapport : Samsung pr\u00e9voit une troisi\u00e8me usine de fabrication de plaquettes de silicium au Texas pour un co\u00fbt de 24 milliards de dollars US<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Selon un rapport pr\u00e9par\u00e9 par le Boston Consulting Group, la capacit\u00e9 de production de wafers de silicium aux \u00c9tats-Unis devrait tripler entre 2022 et 2032, ce qui repr\u00e9sente la plus forte augmentation en pourcentage au monde. Le BCG a pr\u00e9par\u00e9 le rapport pour l’association am\u00e9ricaine de l’industrie des semiconducteurs. Il conclut que les efforts politiques […]<\/p>\n","protected":false},"author":40,"featured_media":386624,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[6011,1558,2421],"domains":[47],"ppma_author":[6199,3631],"class_list":["post-451097","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-chips-act-fr","tag-semiconducteurs","tag-wafer-fabs","domains-electronique-eci"],"acf":[],"yoast_head":"La CHIPS Act accro\u00eet la part des USA dans la production mondiale ...<\/title>\n<meta name=\"description\" content=\"Selon un rapport pr\u00e9par\u00e9 par le Boston CG, la capacit\u00e9 de production de wafers de silicium aux USA devrait tripler entre 2022 et 2032.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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