The semiconductor war broke out!The confrontation between China and the United States has made Japanese and South Korean companies feel temporarily troubled.
Even if you are not familiar with the field of technology, you can feel the tension in the semiconductor war. Recently, China and the United States have been fiercely clashing in this field, which has scared Japanese and South Korean companies to start worrying.
Not long ago, the U.S. Department of Commerce announced that it would attack "traditional semiconductors", and the dispute between China and the United States intensified for a while. This is no small fight, this is a prelude to the semiconductor war.
The U.S. intentions have made South Korean and Japanese companies nervous, and it feels like they are sitting on the brink of a fish-to-fish disaster. It is said that the U.S. Department of Commerce is preparing to conduct a large-scale investigation of cooperation between key U.S. industries and China in traditional semiconductors starting next month. This move frightened South Korea and Japan, realizing that the United States was going to attack traditional semiconductors, and they couldn't do without China.
Someone commented on the Internet: "The United States has come up with a trick to grasp China's 'pain points'." This time, though, they really underestimated China. A netizen bluntly said: "I think that by restricting high-end process chips, China can be contained."Don't laugh, the China of today is not the China of that era. ”
It turned out that the previous strategic positioning of the United States completely misjudged the situation. They believe that a firm advantage in the high-end process field can restrict China's development in the semiconductor field. However, the reality is that although high-end process chips are advanced, their market share is not high, and they may not be widely used even in the military field. On the other hand, China has been investing heavily in the traditional semiconductor field for decades, and has now become the largest business and market in this field.
Wake up, Americans!Some netizens said sarcastically: "Scientific and technological breakthroughs are not your Western patents, and Chinese have the ability to find better solutions." "The United States is gradually realizing that their previous containment strategy has not worked as expected. So, they came up with a new trick and decided to investigate traditional semiconductors and get the United States and its allies to cut off cooperation with China.
This is simply naked suppression!Some netizens were indignant: "The Americans saw that the situation was not right, and they were ruthless and intensified." Instead of changing direction, they intensified it. "If this continues, an unprecedented fierce competition will inevitably break out between China and the United States in the entire semiconductor industry, and it is very likely that Japanese and South Korean companies will suffer first.
The plight of Japanese and South Korean companies is no joke. They are highly dependent on Chinese raw materials and markets. Some time ago, China banned the sale of Micron products, and the United States insisted that South Korea's Samsung and SK hynix could not provide substitutes to China. As a result, South Korea resolutely opposed it, and in the end, the United States had no choice but to approve an indefinite waiver. Because for South Korean companies, cutting off cooperation with China is tantamount to digging their own graves, and how can they find a role to replace China?
The same is true of Japan, which also disagrees with the United States. The U.S. Department of Commerce's new plan may not be so easy to achieve its intended purpose because they are too restricted. Moreover, the key rare earth raw materials in the semiconductor field are firmly in the hands of China, and the US plan is a bit too wishful thinking!
In general, in this semiconductor war, competition between China and the United States is inevitable. The United States may have the upper hand in some areas, but China is by no means a fuel-efficient lamp. This is not only a contest of technology and industry, but also a game of geopolitics. Watching this storm hit, all we can do is keep an eye on it, watch the situation develop, and don't take it lightly. This is a big war that affects the entire technology landscape, and we are all witnesses to this war.