Joe Biden, president of the United States, signed the Chips and Science Act in August to boost the financing of semiconductors through a pool of resources of 52,000 million dollars that will be used to promote the manufacture of chips in his territory.
According to information released by the Los Angeles Times, on September 9 the US president visited Ohio, where “a huge semiconductor plant” will be built, which will be in charge of the US technology firm Intel.
Mexico is included in the US master plan. On September 12, after the visit to Mexican territory by the Secretary of State, Antony Bliken, both governments reported that Mexico would join said project. “Mexico takes the word for the offers that the United States has made us very generously”, Mexican Foreign Minister Marcelo Ebrard said at a press conference with the US official at the end of the annual High-Level Economic Dialogue meeting.
But Bustamante warns that the semiconductor industry is not something that can be developed overnight. The manufacture of these tiny components need advanced technologymainly in some parts of the process that cannot be done manually, but rather require high-precision robotic arms.
“That’s why building a microchip factory takes so long, it’s not so much to build the building, but to have the robots made, it takes two years to make them,” adds Bustamante.
The plan of the United States contemplates that the first part of the process, that of the construction of the chip, be carried out in that country, so that, while in Mexico the programming will be carried out and distribution to the entire continent.
“Then all those semiconductors that go to Latin America will be distributed from here, while those that go to North America will cross the border again,” specifies Bustamante.
From the perspective of the representative of auto parts manufacturers, the fact that Mexico is inserted in the semiconductor manufacturing chain will open new possibilities to attract investment in the coming monthsaimed at increasing the installed capacity of the factories dedicated to programming, or even opening new ones.
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The lack of these supplies during the covid-19 pandemic was used for the manufacture of electronic devices such as tablets, laptops and cell phones, reducing the supply for other sectors that at that time had to slow down the pace of production, such as the automotive.
The international consultant IHS Markit estimates that throughout 2021 in the world production ceased 9,580,911 vehicles due to the shortage of semiconductors. In this, the region of North America for being the most affected with 2,459,964 vehiclesthat is, 26% of the total.
But just over two years after Covid-19 collapsed vehicle production, manufacturers’ need for a smooth supply of chips is key to speeding up their electrification plans. There are approximately 1,000+ chips in a non-electric vehicle and twice as many in an electric one.
José Zozaya, president of the Mexican Association of the Automotive Industry, which represents the more than 20 assemblers in the country, highlighted that the sector uses more and more technology in its daily processes and Mexico must play “a prominent role” in the development of the chip production chain.
“Mexico is not cheap labor, but well prepared and competitive at a global level, that allows us to enter the technological issue,” he says.