The United States has long implemented itTechnologyHegemony has allowed it to form a monopoly in various fields. This hegemony is mainly based on the top technology of the United States and the special position of the global semiconductor industry for a long time. Either wayasmlAs the only EUVLithography machinemanufacturer, or TSMC,Samsungand so onChipsAt present, the foundries cannot completely get rid of their dependence on American technology. It is on this basis that the Biden team was able to easily implement the so-called ".Chipsrules", and rightHuaweiand other Chinese companies to suppress and sanction.
However, on the basis of global cooperation, the Biden team has chosen a strategy that exhausts its advantages and benefits. Especially inHuaweiIn terms of 5G affairs, the first consideration of the United States is to cooperate with American companies in order to better iteratively upgrade this technology. However, the United States has carried out unwarranted suppression and sanctionsHuawei5G is slandered as having cybersecurity issues, and it also pressures allies to abandon itHuaweicooperation. This leads to:HuaweiThe layout in the overseas market has been greatly affected, and the production capacity can only be reduced to domestic. The Biden team has further cracked down on the initiative of Chinese companies to develop their own technology, turning their attention to the semiconductor field through continuous revisionChipsrules, so that the entire global market into a chain reaction,Chainare not immune.
The Biden team has repeatedly asked American companies to cut off cooperation with the Chinese market, completely ignoring the gains and losses, and leaving no way back for American companies. In this context, manyChipsThe giants began to completely "turn back" and no longer complyChipsRules. After the implementation of the trilateral agreement between the United States, Japan and the Netherlands, some American companies began to complain about the further escalation of restrictions. InQualcomm, Nvidia,IntelUnder the leadership of the company, they went directly to Washington to exert pressure on the palace. IntelThe founder even said: "If there were no orders from China, there would be no need to build a world factory in the United States." Such voices have blocked the implementation of the new rules and given American companies a chance to breathe.
Although the Biden team made it clear that all AIChipsShipments are not allowed, but Nvidia doesn't seem to care and insists on laying out the Chinese market. Many U.S. companies have begun to follow suit, such as:Intel, AMD and others have announced that they will launch specific products for Chinese customersChips。It can be said that American companies have simply ignored the ban and are reckless in pursuit of their own interests. These American companies are the capital that the United States is proud of, and complete opposition between the two sides is impossible, and further compromises will certainly be needed in the future.
China has increased the layout of the semiconductor industry, throughHuaweiKirin 9000sChipsChina has successfully broken through the high-endChipsthresholds. No matter how much repression is in the future, China will be able to survive on its own industries. In addition, this behavior of American companies has spread internationally, and the Netherlands strongly supports itasmlWe will continue to lay out the Chinese market and strive for high-end DUVsLithography machineIn recent months, almost all of the production capacity has been provided to Chinese companies. South Korea also chose to bypass the United States as a "middleman" and visit the Netherlands again, ** withasmlofLithography machineProcurement issues,SamsungSK hynix also went to discuss the details of the cooperation individually, which shows their sincerity. Successfully broke through the high-end in ChinaChipsAfter the precedent, other countries and regions have also launched the "de-beautification" of their own technology.
The U.S. semiconductor industry asAmerican technologyPart of the hegemony plays an important role in the development of the global semiconductor industry. However, the various initiatives of the Biden team have made American businesses start to do the sameChipsThe rules generate dissatisfaction and turn to defy these restrictions. The antagonistic situation between the two sides is unsustainable, and further compromises will need to be sought in the future. With the breakthrough of independent research and development technology, China's semiconductor industry has shown a strong layout and improvement ability, and can maintain independence and survive in the face of external pressure. In addition, other countries and regions have also begun to increase their independent technology layout and gradually reduce their dependence on American technology. To sum up, if the United States wants to maintain its position in the semiconductor field, there is no other way out than to resume global cooperation.