In the era of global economic integration, the competition between China and the United States has been going on for many years. In particularSemiconductorsWafersfield, the United States has been trying to restrain ChinaTechnologyThe development of the enterprise. In order to comprehensively curb the rise of Chinese companies, the United States has even formed alliances with countries such as Japan, South Korea and the Netherlands, with the intention of squeezing China out of the worldSemiconductorsIndustrial chainin the position.
However, the United States continues to suppress ChinaTechnologyThe development of the enterprise, frequent modificationsChipsrules will inevitably trigger a series of chain reactions. Those countries and companies that have been at the forefront of America's manufacturing restrictions have inevitably suffered some degree of repercussions. More recently, in 2023, the United States put pressure on the Netherlands and Japan, agreeing to limit lithography machines, among other thingsSemiconductorsProduction equipment for exportTripartite agreement。This directly provoked China's reciprocal measuresMinistry of Commerce of the People's Republic of ChinaStrict export control measures were taken promptly, and the export of metal materials related to gallium and germanium was strictly controlled.
As we all know, South Korea is famous worldwideSemiconductorsExport powerhouse,Samsung、skHynixetcChipsGiants rely onWafersExports make a lot of money every year. However, since the United States pressured South Korea to join the so-calledWafersAfter the alliance, South Korea'sChipsGiantsSamsungand SKHynixwere forced to make cuts, which directly affected South KoreaSemiconductorsWafersExports of the industry.
According to the latest financial data,SamsungThe revenue is only 600100 million won, down 2228%。Net profit fell by more than 95%. SamsungElectrons inSemiconductorsThe field lost 4 billion won!It all stems from the destruction of the Chinese market.
from all over the globeWafersIn terms of production capacity,SamsungIt ranks first in the world, higher than TSMC's total production capacity. However, due to the United StatesChipsRestrictions of the ban,SamsungUnable to fully utilize production capacity, which leads to:SamsungThere was a lot of pressure on the immediate side. In addition, after China restricts the export of germanium gallium-related metal materials, countries such as Europe, the United States and South Korea will also lose the continuous stability of germanium gallium**, which will also be affected by itSemiconductorsThe development of the field has an impact.
Rare earth metal materials such as germanium and gallium are not only inNew energy, solar energy, and other cutting-edgeTechnologyThe field plays an important role, tooSemiconductorsOne of the main raw materials in the field. China has more than 80% of the global market's germanium and gallium reserves. Without the Chinese market, it will be difficult for countries such as Europe, the United States and South Korea to find a continuous and stable germanium and gallium material, which will be difficult for themSemiconductorsThe foundation for development in industries and other fields has been seriously shaken.
In recent years, China'sTechnologyThe company recognizes the development of domestic autonomyWafersIndustrial chainThe importance of the matter. Therefore, domesticTechnologyThe company sped up onWafersThe development and layout of the field. With domesticWafersWith the continuous improvement of the self-sufficiency rate, we have gradually reduced our self-sufficiency to Japan, South Korea, Europe and the United StatesWafersimport dependence.
When we become completely self-sufficient, these countries and businesses will have to rethink what will beChipsThe question of who to sell to. This also shows that China is inSemiconductorsThe rise of the field has caused alarm in other countries.
SemiconductorsThe industry has always been globalTechnologyOne of the key areas of development. In recent years, there has been a lot of tension between China and the United StatesSemiconductorsWafersCompetition in the field is gradually escalating. The United States is suppressing ChinaTechnologyThe development of the enterprise and frequent modificationsChipsrules, trying to limit China in the worldSemiconductorsIndustrial chainin the position.
However, such restrictions have not stopped ChinaTechnologyThe rise of business. On the contrary, China has responded aggressively and accelerated its independenceWafersIndustrial chaindevelopment and layout. As the domestic self-sufficiency rate continues to increase, China will gradually reduce its dependency on other countriesWafersdependence.
FaceInternationalamong the various restrictions of ChinaChipsThe industry is constantly ushering in new development opportunities. China has abundant reserves of rare earth metals such as germanium gallium, which can be for itselfTechnologyThe enterprise provides continuous stability**. In addition, the Chinese oneMarket sizeAlso forChipsThe development of the industry offers great opportunities.
In short, China and the United States are inSemiconductorsThe field of competition and restrictive measures is undoubtedly globalChipsThe industry has had a profound impact. China is the world's largestChipsmarket and production base, and constantly strengthen independent innovation and layoutIndustrial chainThe intention has been arousedInternationalSocial concerns. withChinese chipsWith the rise of the industry, the global landscape is changing for the futureTechnologyDevelopment is full of expectations.