The U.S. Department of Commerce said that it would investigate the U.S. chip chain and other companies to determine the use of current-generation and mature node chips (which are considered traditional chips) by U.S. companies, with the aim of reducing the security risks posed by Chinese chips to the United States, and the actual purpose is probably to support U.S. chips.
Under the influence of the United States, TSMC can no longer OEM for a Chinese chip company from September 15, 2020, and has since taken further measures against other Chinese chips, resulting in Chinese chips unable to use TSMC's advanced process to produce chips.
In 2020 and 2021, when the world's consumer electronics products declined, the United States chips pointed out that the lack of chips drove the chips skyrocketing, and some chips even made a lot of money.
However, three years have passed, China's chip company mass produced localized 5G chips at the end of August this year, and relaunched 5G mobile phones, and it is reported that ninety percent of the chips of this 5G mobile phone use domestic chips.
In addition to the chips developed by the company, these domestic chips have also broken the gap of many chips in China, and domestic memory chips, radio frequency chips, and analog chips have replaced American chips, which has caused huge losses to American chips.
Since the second half of last year, the world's memory chips have been cut in half, partly because China has replaced imported chips with domestic memory chips, which has led to a loss of $4.2 billion in the first half of this year, the American chip giant.
Domestic analog chips replace imported chips, but also to the analog chip leader Texas Instruments caused a heavy blow, Texas Instruments quickly reduced the chip**, a classic chip** from the highest 70 yuan to 1 yuan, while the domestic analog chip ** is as low as 7 cents, the United States analog chip completely lost its competitiveness.
China's mature process chips are also exported in a large manner, and China's chip exports reached more than 200 billion in the first three quarters of this year, showing that the competitiveness of China's chips is constantly strengthening.
China's mature process chips have also been recognized by American home appliance manufacturers, who believe that Chinese chips have the same functions as similar chips in the United States, but are much lower than American chips.
At that time, the United States intended to take measures against these Chinese home appliance chips, and American home appliance manufacturers said that if they could not use Chinese home appliance chips, the ** of air conditioners, refrigerators, and washing machines made in the United States would be greatly reduced, making Americans bear losses, forcing the United States to revise the chip rules and allow home appliance manufacturers to continue to use Chinese home appliance chips.
Now the United States plans to take measures against China's mature technology, the excuse is still ***, this is a bit of a, the United States' advanced chips are its own, these mature process chips are mainly auxiliary, how to affect the purpose of the United States I am afraid it is to help the chip industry in the United States has shown signs of recession.
The United States has always been like this, the market competition is no more than other countries' chips, so they went into battle shirtless to suppress Chinese chips, just as Japanese chips were in a leading position back then, but they declined rapidly under the pressure of the United States, resulting in Japanese chips accounting for only 10% of the global market share today.