Today, the role of advanced chips is becoming more and more important, and it is the "spiritual food" in the fields of AI intelligence, big data, and computers, which determines the upper limit of scientific and technological development.
Therefore, many semiconductor experts in China have given up the traditional concept of "making is better than buying", and chose to start from "zero" and switch to the research and development of domestic chips, and finally achieved a breakthrough from 0 to 1 on the winding "core road".
The sudden rise of the "Chinese chip army" has silenced the United States and industry bigwigs, foreign media reports"If China starts making chips, who will the United States sell chips to?”
You know, the United States, Europe and other manufacturing industries are backward, so their strategy is to let China OEM chips, and then sell them to China and other countries, if China's chip industry gradually improves and has its own semiconductor market, then Qualcomm, Apple, Intel and other American companies, as well as Samsung, TSMC and other companies that work closely with them, who should sell orders to?
Affected by this, U.S. companies will gradually lose their chip market share in the mainland, and once Chinese companies achieve self-supply, their foundries in the mainland will also lose their advantages, and the ** chain will also be affected.
In order to avoid such a situation, the United States announced chip rules and invited TSMC, Samsung, and SK hynix to build factories in the United States, trying to restore local chip manufacturing capacity while hindering the rise of Chinese chips.
In order to improve the domestic chip production capacity and get rid of the Meixin ** chain, domestic wafer foundries are frantically expanding chip factories and purchasing a large number of ASML lithography equipment.
According to ASML's president**, by the end of 2023, the total number of lithography machines in China will be close to 1,400, and according to procurement information, by the third quarter of 2023, mainland China has purchased nearly 40 billion yuan worth of lithography machines from ASML.
The equipment embargo has been increased layer by layer, why is the number of imports by Chinese enterprises still stable**, and the operation of Samsung and Hynix in China has also ushered in a reversal, why has the attitude of the United States suddenly changed?
In fact, after the ban on advanced semiconductor manufacturing equipment, South Korean companies such as Samsung and Hynix can also ship it to the mainland by investing in China, so Biden announced a ban on equipment shipments last year and only issued a one-year operating license.
Now that the operating license has expired, the two Korean core giants should have withdrawn from the mainland market, but they did not expect the United States to announce that they would be included in the "final verification list" and permanently exempt them from operating in China, and TSMC restarted the Nanjing 28nm chip factory construction plan, which is also in full swing with the permission of the United States.
What is the purpose of this move?
In short, China's semiconductors have long been different from what they used to be, and if they do not choose to take the initiative, they may not be able to continue to maintain their advantages in the mainland market.
Contrary to expectations, Chinese customers do not seem to be willing to pay because we already have the ability to produce on our own.
1.Huawei announced that it will stop purchasing Qualcomm chips, and Huawei's most advanced processor that supports 5G technology, the Kirin 9000S, will replace it, which is enough to cope with the terminal smartphone market.
2.Following Loongson 3A5000, Loongson Zhongke, a leading domestic chip company, once again released a commercial chip called 3A6000, which has greatly improved performance compared with the previous generation, which is equivalent to Intel's tenth generation Core processor.
3.YMTC has spanned 192-layer nano-stacking technology, successfully challenged 232-layer stacking nano-technology, and reached the world's leading level.
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