The American giants are firmly opposed to the new ban, will Biden be able to count on China to make concessions?
As the global technology hegemon, the United States has a large number of semiconductor core technologies, and semiconductor giants such as TSMC, ASML, and Samsung are in China and the United States"Chip Wars", has been forced to become in the hands of the United States"Sharp weapons", so that China's semiconductor industry is in a passive position, especially the development of the United States semiconductor industry. The development of China's semiconductor industry is in a passive position, especially the United States, Japan and the Netherlands"Tripartite agreement"Japan and the Netherlands have strengthened export controls on more than 20 kinds of semiconductor equipment to China, interfering with the normal development order of China's semiconductor industry.
In the face of the hegemonic tricks of the United States, we have not chosen to tolerate it, but are vigorously developing"China Chip"At the same time, American technology companies have taken the same countermeasures, such as Micron, which has become the United States"Tech wars"The forerunners!"Cannon fodder"Not only was it sticked"Unsafe and unreliable"labels, even some of us"Decommissioning"of units and institutions are no exception. Although Biden deceived himself and dragged foreign semiconductor companies such as Samsung and SK hynix into the water, he did not want to, and the United States began to happen"Fight in the nest", Qualcomm, Intel, NVIDIA and other American chip giants"Warning"Biden and his team are demanding that the White House drop the embargo on our chips. A ban on chips against us.
According to the New York Times, since July this year, American chip giants such as Qualcomm, Intel, and NVIDIA have repeatedly warned Biden and his team that they are firmly against the update"Chip ban"and demanded that Chinese companies such as Huawei be allowed to cooperate freely, and in order to achieve this, these chip giants must stop building new semiconductor factories under the coercion of the United States!In order to achieve this, these chip giants must stop building new semiconductor factories in the United States under the threat of blackmail!
U.S. wafer giants believe that restricting wafer sales to China will not only affect their business, but also rise due to the exit of U.S. companies"Fast lane"And the impact"China Chip", which eventually leads to letting"China Chip"Dominate the global semiconductor industry and threaten the U.S. leadership in semiconductors, artificial intelligence, and other fields. The resolute opposition of the American chip industry giants not only made Biden delay the introduction of the new restriction plan, but also narrowed the scope of the restrictions.
However, the opposition of the American chip giants has caused dissatisfaction among some people in the United States, and some security experts and congressmen have sent out one after another from these chip giants"Soul torture": We're doing this to protect our sensitive technology, why can't they see that?at 52 billion dollars"CHIPS Act"At the critical moment of implementation, opposition to what our country has just enacted"Chip ban", what is the intention?Judging from the attitude of some ** and chip giants in the United States, a battle of capital and politicians"Showdown"It's inevitable!
The reason why the American chip giant is so blatantly on our side is not just because Micron has become"Cannon fodder"and, more importantly, they dare not lose the Chinese market. The Chinese market consumes about 70% of the world's chips every year, the vast majority of which come from American companies such as Qualcomm, Intel, and NVIDIA, which brings them huge wealth. with"China Chip"of rapid growth, if they continue to engage"Eat Chinese rice and smash Chinese bowls", by us these"Retirees"It was a matter of time before they ate it, a result they would never have imagined, and something they would never dare to imagine!
Some time ago, while announcing the results of the investigation on Huawei's chips, the United States made it clear that China now has the ability to manufacture cutting-edge chips, will conduct a thorough investigation of Huawei's ** chain, and will resolutely crack down on all enterprises and behaviors that violate the US ban. In this regard, many industry experts believe that Biden and his team want to force us to make concessions in this way in order to lower their country"Internal conflicts"risk.
Biden's dream of getting concessions from our country is doomed to be shattered!The United States was formed around our country"Semiconductor Alliance"The purpose of introducing a series of semiconductor policies is to squeeze out China's semiconductor industry chain on a global scale"China Chip"However, the blockade of China's chips by the United States has accelerated the process of independence of China's national semiconductor industry chain and has made great achievements. Great achievements have been made in the process of independence of the national semiconductor industry chain. Now, many countries and regions are spending huge sums of money to build their own semiconductor industry chains, reducing dependence on American chips and technology, the atmosphere of global cooperation has changed, we have a huge market advantage, but we also have to make concessions, Biden is really a matter of course!What do you think about this?