My own people are in a hurry first, the United States cut off the supply chain reaction, and China is not easy to bully
If you ask the United States where its advantages are, some people will say that it is the economy, and some people will say that it is the army, but in fact, these are all appearances, and the essence is a powerful scientific and technological force, because science and technology are the basis for creating a strong economy, and only by using the economy and science and technology can we create a strong army.
Therefore, if there is a country that surpasses the United States in the field of science and technology, the United States will suppress it, because the United States knows what its hole cards are, and if the United States loses its dominant position in the field of science and technology, it will shake the global hegemony of the United States.
During World War II, the former United States sought scientists for the United States from Europe, and then cracked down on Japanese and French technology companies. Although ASML some time ago was a European company that almost monopolized the lithography market, in reality it was still controlled by the former United States. ASML's computer lithography software and EUV lithography light sources are based on American technology.
The EUVLLC consortium, which initially validated the technical feasibility of EUV, was also led by the United States. As a result, the United States has always controlled the initiative in global technology, but the technology industry has grown to the point where chips are starting to become the core.
And in the chewing gum industry, Chinese companies have also begun to develop rapidly. According to previous reports by foreign **, among the 20 fastest-growing chewing gum companies last year, 19 were Chinese companies.
In addition, Chinese companies have extended an olive branch to American companies throughout the chain of design, manufacturing, packaging and testing of integrated circuits, which means that American companies no longer dominate these links.
As a result, the former United States began to suppress and sanction China's integrated circuit enterprises, such as limiting integrated circuit design software to 3 nanometers, limiting integrated circuit manufacturing equipment to 14 nanometers, and partially cutting off the supply of high-end products in the integrated circuit industry.
The purpose of the former is to make China's integrated circuit industry unable to enter the high-end market by cutting off software and hardware, and gradually lose its comparative advantage over the United States, so that the United States will rise again to become the hegemon of the world's integrated circuit industry.
The long-term cuts in the technology sector of the United States seem to be a unilateral blow to China, but foreign countries say that China is not so good at bullying people, and the United States has chosen the wrong opponent this time.
The United States is not only well aware of the importance of scientific and technological leadership to its hegemony, but also knows that the development of science and technology is inseparable from the support of the economy, and if the American chewing gum company cannot make money, then the American chewing gum company is undoubtedly doomed.
Therefore, the first cut of the United States is a partial cut, because China is the world's largest chip market, taking the United States chip equipment companies as an example, the top three chip equipment companies in the United States, including Applied Materials, Kelei and Van Lin, these three in the Chinese market accounted for about 30% of its total revenue.
The current supply interruption measures alone are enough to cause the three companies to lose nearly 40 billion yuan per year, if all the supply is cut off, the consequences are actually unimaginable, even the monopoly position of the lithography machine giant ASML some time ago also said that it must enter the Chinese market.
But now there is still bad news, the American Semiconductor Association said that it is impossible for American chip companies to be absent from the Chinese market"***"Give a clear definition. Now, American chip companies don't even know what will happen in the next six months, let alone the five-year plan.
Previously, some foreign countries pointed out that the measures to cut off the American tablet ** seem to limit the development speed of China's tablet in the short term, but in the end it will not stop the development of China's tablet industry, but will make China's tablet industry stronger, such as tablet devices, tablet design software, etc. Especially.
Once upon a time, ASML was also very arrogant, even if the lithography drawings were published, China could not develop lithography technology, but a few years later, ASML CEO Wennink changed his attitude, he said that it is not impossible for China to develop top-level lithography technology, and will develop everything it needs in 15 years, and the United States will eventually shoot itself in the foot.
American think tanks also said that Biden's policies are transforming the world, and China will play a role in the ** chain in the future.
Obviously, due to the hegemonic policy of the United States, American chewing gum companies are not willing to do this, so they gradually occupy a dominant position in the market, once China's chewing gum industry crosses this critical point, then the giants of the American chewing gum industry will have to face international competition from Chinese companies.
For example, in terms of chip equipment, China's 5-nanometer etching machine has entered TSMC's ** chain, and the 5-nanometer chips put into production by American chip companies in TSMC are manufactured using China's etching machines.
In fact, among the world's five major Ejiao packaging companies, China occupies two, three occupy one, and American companies have almost no sense of existence.
These cases are numerous, so China is not unlicensed, nor is it unilaterally sanctioned, on the contrary, the US sanctions have given China's chip industry a good opportunity for development, especially in chip equipment and chip design software, customers are generally difficult to replace, but in the United States it has cut off the funds for Chinese companies' products, which has been highly recognized by the market and has developed rapidly.
For example, China's wafer design software has penetrated into Samsung's wafer foundry chain, and the revenue of Chinese wafer equipment companies is also doubling, such as the net profit of Northern Huanchuang increased by 186%, and Shengmei Semiconductor increased by 3000%.
The sanctions imposed by the United States are actually making American companies suffer, while Chinese companies are confused. Again, the more you cut off your supply, the more you can achieve independent research and development, China is not so easy to bully, Lao Mei chose the wrong opponent this time, and praised China's science and technology.