After cutting orders for 51.6 billion chips in 180 days, the US media blamed themselves for being cocooned
Domestic manufacturers are still more dependent on American chips and other products, and American chip companies obviously need the huge market of China.
Data shows that 1 3 percent of the major U.S. companies generate revenue from the domestic market, and Qualcomm relies more than 70% on the domestic market.
However, after Huawei's 5G technology took the lead, the United States revised the chip rules many times to restrict the shipments of a large number of semiconductor chip companies such as Qualcomm, even if Qualcomm, Intel, ASML and other giants opposed, the United States was indifferent.
After domestic manufacturers such as Huawei made breakthroughs, the United States further revised the rules to restrict the shipment of high-performance chips by TSMC and Nvidia, and also signed a tripartite agreement to restrict the shipment of advanced semiconductor equipment from Japan and the Netherlands.
Among them, Japan restricts the shipment of 23 semiconductor products, and the Netherlands restricts the shipment of current DUV lithography products.
In particular, after the official announcement of the Netherlands, the Ministry of ** and others jointly announced that they would start to control rare metals such as germanium and gallium from August 1.
The key is that the United States continues to revise chip rules, and manufacturers from various countries have accelerated the technological progress of semiconductors for chips, resorting more to self-developed and self-produced chips.
For example, Xiaomi OV and other companies have developed their own wafers on a small scale, Alibaba and other companies have launched a variety of AI wafers, and Huawei has fully entered the field of wafer semiconductors, and has successfully realized the localization of more than 13,000 components and more than 4,000 circuit boards.
This is also the reason why the number of imported chips continues to decrease, with more than 97 billion imported chips in 2022 and more than 51.6 billion in the first half of this year.
This means that orders for 51.6 billion chips have been reduced in 180 days, which makes the major American giants unable to sit still.
Qualcomm's net profit fell by more than 30%, making it clear that it would continue to ship 4G chips and other productsIntel and Micron lost more than $2 billion in the first quarter, and Micron decided to expand the scale of its domestic factory.
Domestic revenues such as Nvidia continued to decline, and Huang publicly said that restricting shipments was like being left with both hands, and he couldn't ship more products.
Qualcomm, Nvidia, Intel and other core American giants also collectively lobbied Biden to obtain free shipping licenses.
The United States ** also said that we are cocooning ourselves, we have changed the chip rules, limited shipments, but did not achieve the expected effect, Huawei broke the situation of difficult to survive, but the American technology industry has suffered heavy losses.
First of all, there are many restrictions on shipments, and a large number of core products from the United States cannot be shipped freely, which has caused losses of more than $150 billion to the US semiconductor industry, resulting in more than 130,000 layoffs and a serious backlog of chips.
Intel said that the situation in the second half of this year is still not optimistic, losses will continue, Qualcomm and other companies will also lay off employees, and the future situation of major American companies will be more difficult.
Due to the rapid development of domestic semiconductor chip technology, the risk of 28nm process continues to decrease, and the yield of 14nm process has reached the world's leading level.
Huawei has already worked with domestic manufacturers to localize EDA tools above 14nm, and will fully verify them this year. It is reported that in the next 12 months, China will achieve non-US 7nm full circulation.
Secondly, the de-rasterization of semiconductor chip technology has become a trend, with domestic manufacturers such as Huawei at the forefront, followed by Japan, Europe and other countries.
Huawei has invested more than 440 billion yuan in R&D in the past three years, and has invested in the domestic integrated circuit industry chain through Hubble, striving for a comprehensive breakthrough.
Japan introduced TSMC, independently developed the NIL process, introduced the first EUV lithography machine, and strived to independently produce 2 nanometers by 2025.
The European Union unanimously approved a chip subsidy of 43 billion euros, and plans to achieve independent mass production of 2nm chips by 2030, and 20% of the world's chips will be produced in Europe.
Even the Netherlands is investing 1.1 billion euros in optoelectronic chips to create another ASML.
This is also the reason why the major American giants are collectively putting pressure on Biden, because the more restrictions, the more unfavorable it will be to the major US semiconductor industry, and more and more manufacturers will develop their own chips, and it will be more difficult for the major US giants to support.
That's why the United States says we're cocooning ourselves. If you agree, please comment, like, and share.