晚上跟几个朋友吃饭聊到芯片的事情。已经非常清楚的事情是，这次全球的供应链危机中，真正最具备启发意义的是芯片行业。从路由器到煮茶水壶，全面体现了芯片行业在当今全球供应链中的核心位置。工业时代的石油是供应核心，而现在芯片已经取代了石油成为全球最重要的基础商品。但是与所有之前的重要商品不同，这个商品第一次是人类的制成品，而不是香料、丝绸、棉花、石油等初级产品。

从华为手机我们可以看到一个基本事实：中国制造业体现出来的强大竞争力是有很深的断层线的。曾经风光一时的华为手机，现在去哪儿了？

Intel’s $20 Billion Ohio Chip Hub Will Be World’s Largest (1)
Site could counterbalance production of chips from East Asia
Project is the largest private-sector investment ever in OhioBy Ian King
(Bloomberg) — Intel Corp. plans to spend $20 billion on a chipmaking hub on the outskirts of Columbus, Ohio, which the company expects to grow to be the world’s biggest semiconductor-manufacturing site.
The chipmaker will begin construction of two fabrication plants on a 1,000-acre site in the town of New Albany, which it expects to be operational by 2025, Intel said Friday. The plan will rely on the most advanced technologies and result in an increased American share of the global chip supply chain, the company said.
WATCH: Intel CEO Pat Gelsinger discusses the company’s plans to spend $20 billion on a chipmaking hub in Ohio and the efforts to alleviate the supply-chain issues in the semiconductor industry.
The project will be the largest single private-sector company investment ever in Ohio, according to the governor, and will generate more than 20,000 jobs in the state, including 3,000 direct Intel positions earning an average of $135,000 a year, plus benefits.
For Intel, the move is a step toward regaining its manufacturing prowess, something the long-dominant processor maker has lost in recent years. Intel shares rose 1.9% in New York on Friday morning.
Intel Chief Executive Officer Pat Gelsinger has been vocal about the need to build more chip factories in the U.S. and Europe, areas where manufacturing of the vital electronic components has declined precipitously. He’s argued that a rebalancing of production is needed to reverse the industry’s increasing concentration in East Asia.
Gelsinger has pointed to the pandemic-induced supply-chain crunch and increasing geopolitical tension between China and the U.S. as evidence that Western governments need to find cash to persuade chipmakers to relocate.

Intel is committing to building in Ohio using its own funds and hoping that the U.S. federal government will deliver on planned resources aimed at supporting an expansion of semiconductor manufacturing, Gelsinger said in an interview. Congress is currently considering funding of the CHIPs Act, a proposal to offer about $50 billion in incentives to companies willing to locate chip production in the U.S.
“We are putting our chips on the table,” he said. A build-out of the new Ohio location “will go bigger and faster with the support of the CHIPs Act.”
Read more: Intel’s expansion plans for Europe
The Biden administration and Congress have struggled for more than a year to ease a semiconductor shortage gripping a wide range of U.S. industries, with few tangible results for those efforts. Even as he’s taken a hit for all the broader supply-chain troubles across the economy, President Joe Biden has been slow to press for passage of legislation called the U