Micron's review has not yielded results, Biden is anxious, and foreign media have revealed that the future is full of dangers
It is China's rise in the field of semiconductor chips that has gradually begun to change the situation that the United States is the dominant player in the world semiconductor chip market.
However, China's rise in the semiconductor field has shaken the technological hegemony of the United States, and the leadership of Chinese companies such as Huawei in chip design and 5G technology has also touched the core interests of the United States. Therefore, the United States is just"***"For this reason, the process of lifting sanctions against Chinese companies such as Huawei was initiated, and the development of the entire semiconductor field became a blockade against our country.
In order to comprehensively curb the development of China's semiconductor industry, it is necessary not only to restrict American companies from providing high-end semiconductor equipment and technology to China, but also to enlist allies to jointly curb the development of China's semiconductor industry, such as"Chip Quadripartite Alliance"、"Tripartite agreement between the United States, Japan and the Netherlands"Wait. Wait a minute. Even if more than 600 enterprises in our country are included on the grounds that they are not established"Entity List", the United States can also be said to have reached the point of extreme madness.
However, in the face of the United States this"Dishonesty"While we have always treated American businesses with tolerance and fairness, this does not mean that we are indifferent to U.S. sanctions. In fact, our country has long opened up for American business"Counter-sanctions"First, it updated the export control catalogue and added technical restrictions in key areas such as photovoltaics and rare earths, and then the US industrial giants Raytheon and Loma withdrew from China.
What makes Biden even more angry is that not long ago, my country to"Cybersecurity"For this reason, a security review was conducted on the American chip giant Micron. You know, we never fight unprepared battles, because this time we chose to conduct a security review of Micron, we must have basic evidence. Although the analysis is not yet over, it is foreseeable that the future of Micron in the Chinese market has been difficult!
According to the Financial Times, Biden asked South Korea that if Micron has restricted access to the Chinese market, then Samsung and South Korea's SK hynix will also restrict the export of memory chips in the Chinese market.
As we all know, South Korea's Samsung, SK hynix and the United States Micron control the world's memory chip industry and have the absolute right to speak in the field of memory chips!If they are prohibited from entering the Chinese market, China's development in the field of memory chips will be blocked. So, at first glance, Biden's threat to South Korea is actually being used"Rogues"Means to my country: dare to restrict Micron's entry into the Chinese market, then the road to import memory chips from China will be completely cut off!
Obviously, Micron has undergone a big change, but Biden can't sit idly by!However, Biden may be disappointed this time, in the field of memory chips, China's Yangtze River Storage, Changxin Storage and other Chinese companies began to lay out early, and have now reached the technical level with giants such as Samsung. It is worth mentioning that in 2020, YMTC has surpassed the 128-layer stacked 3D flash memory technology to become the world's first.
In addition, in terms of memory chips, only YMTC has a production capacity of 200,000 pieces per month, although it has not yet reached the production scale of Samsung and Micron, but it also means that China's dependence on imported chips in memory chips is not as serious as Biden thinks, even if we cut off the supply channels of Samsung and SK hynix, we are not worried.
On the contrary, if South Korea follows the example of the United States and restricts Samsung and SK hynix from exporting chips to China, the two South Korean giants will be unhappy!Samsung and SK hynix have a large market share in China, accounting for 33% and 51% of sales, respectively, and are highly dependent on the Chinese market. Samsung, in particular, is now facing the cruel reality of a backlog of chips and cannot be sold, and if access to the Chinese market is restricted again, then Samsung will encounter an already predictable end.
Over the years, the United States and other Western countries have continuously imposed restrictions on the development of China's semiconductor industry, but they have been resolved by us one by one. It can be said that the restrictions imposed on us by the United States are what we have managed to overcome, such as EDA tools for designing integrated circuits, lithography technology, protecting machines, etc. Although, in some equipment and technology, we have not yet overcome the blockade, I believe that with the efforts of our scientists, a comprehensive breakthrough in the technological blockade is just around the corner, and by that time, the hegemony of the United States will cease to exist, and the rise of China will lead the world!