With Japan's Nikon planning to re-enter the Chinese market in 2024, the "fig leaf" for Japanese companies in the Chinese market has been unveiled. Dutch company ASML is rumored to be able to continue exporting lithography machines to China under U.S. export control policies, while Japanese companies such as Canon and Nikon are facing severe restrictions and declining performance. The news undoubtedly exposed the plight of Japanese companies doing business in China and made them realize that the US regulatory policies actually pose a threat to themselves. As a result, Nikon has decided to adjust its strategy and plans to re-enter the Chinese market. This move not only provides more choices and technical support for Chinese chip companies, but also means that the business of Japanese companies in China will undergo major changes.
However, although Nikon's move has brought good news to Chinese chip companies, we should not take it lightly. This is just an episode in the game between Japanese companies and the United States, and it will not change the entire ecosystem of the chip industry. Japanese companies will continue to prioritize their own interests after waking up. In fact, in this game, Chinese chip companies are the biggest victims. Not only are we facing constant pressure from the United States, but it is also difficult for us to rely entirely on a "traditional friend" like Japan. Therefore, in order to gain a firm foothold in this game, Chinese chip companies must learn to be self-reliant and accelerate independent research and development and technological innovation. Domestic companies such as Shanghai Microelectronics have made important progress in this regard, but compared with chip powerhouses, there is still a significant gap in the technical strength of Chinese companies. Especially in key core technology fields, such as lithography machines, Chinese chip companies have not yet fully achieved independent control. In the current context of "de-dollarization", this has become a major issue related to national industrial security and long-term development. Only through independent innovation and creating core equipment such as lithography machines belonging to Chinese can Chinese chip companies get rid of their dependence on foreign countries and occupy a dominant position in the chip field.
However, Chinese companies cannot be satisfied with the mentality of "rather being a chicken than a cow". We must be vigilant against conflicts of interest between companies in various countries, maintain a long-term vision and an open mind, and constantly improve our own strength. Nowadays, Chinese enterprises are in a period of historical opportunities, we must keep in mind the mission, have the courage to take responsibility, and always adhere to independent innovation. Only with perseverance and ten-year sharpening of the sword can we draw a new blueprint for China's chip industry!
Many netizens also have different opinions on this. Some people believe that China should increase policy support for chip companies and provide more supportHowever, there are also those who believe that companies should improve themselves in the market environment and avoid over-reliance on policy dividends. There is some truth to both of these views. In practice, we should indeed increase support for chip companies and create a better development environment for enterprises through policy incentives and capital investment. At the same time, enterprises should not stop at policy dividends, but should actively improve their technical strength and competitiveness to cope with changing market demand and international competitive pressure.
To sum up, the Japanese company Nikon's plan to re-enter the Chinese market has unveiled the "fig leaf" of their business in China, providing more choices and technical support for Chinese chip companies. However, we cannot ignore the complexity of the entire chip industry ecosystem, and it is not enough to rely on the return of Japanese companies. Chinese chip companies must accelerate the pace of independent innovation and technological development to build their own core competitiveness. ** Support for chip companies should be increased, and enterprises should also improve themselves and strive to gain a foothold in the market. Only in this way can Chinese chip companies be invincible in international competition and write a new chapter for the development of China's chip industry.