China "showed its sword" for the first time, Japan and South Korea expressed their position, and a new "cannon fodder" appeared
The United States has a long history of suppressing and blockading China. Since Huawei's breakthrough in 5G technology, the United States is really in a hurry. began to carry out a crazy suppression of Huawei, and the reason is that Huawei stabbed the United States"Hegemony"Status.
In the face of multiple rounds of sanctions imposed by the United States for a long time, Chinese companies led by Huawei have begun to recognize the reality that they will undoubtedly fail, and the basic technology must be in their own hands in order to have enough influence. As a result, many excellent companies began to organize the semiconductor industry. In order to reduce dependence on the former United States, we will contribute to the development of China's semiconductor industry chain.
Through continuous investment in independent research and development in recent years, the results should not be underestimated. Data shows that in the first four months of 2023, China's chip imports decreased by more than 39 billion, compared with 97 billion in 2022. From these data, it can be seen that China's chip imports will further decline this year. It can be seen that the production capacity of China's semiconductor industry chain is gradually improving, and the dependence on foreign countries is gradually decreasing. In order to speed up the go"Ocean"We will spare no effort to take the road of independent research and development and continuous innovation.
At the end of May, China's two-month review of the American chip giant Micron had its results, and Micron was banned because of the real cybersecurity risks, which was also the first time that China has imposed on an American company"Bright Sword"。
The reason why Micron was sued in court is first of all because there are potential safety hazards in Micron's products, coupled with the fact that Micron has put pressure on the United States, which has caused China's chip storage companies such as Fujian Jinhua and Yangtze River Storage to suffer a lot of losses due to their improper means. It can be said that Micron is using the money it earns in China to suppress Chinese companies. Micron's products are now banned in color.
After Micron was banned, it met with Japan for the first time, asking for increased investment in Japan, strengthening production capacity, and introducing advanced EUV lithography technology, and Japan also responded positively, first withdrawing $1.5 billion in subsidies, and eagerly announcing the existence of export controls on 23 kinds of semiconductor equipment, which could not be officially implemented until late July after two months of publicity.
In Central America"Core Wars"In the face of huge losses, American chip giants are actively trying to find ways to ship to China, and Japan is now willing to let the United States take the lead in the decision on export control in order to gain the favor of the United States!"Does Japan think that Japanese companies will be able to develop and commercialize high-quality products?Does Japan think that in this way, Japanese companies will be able to develop better?
China is the world's largest consumer market for semiconductors, and some companies want to enter the Chinese market and get a piece of the pie. Not to mention that some chip companies in the United States are actively shipping to China, the development of domestic enterprises alone should not be underestimated, and Silong Storage will build four factories to strengthen its market share is a big help. In addition, Dutch ASML is also actively shipping to China, and its upstream manufacturer KMWE has also decided to build a factory in China to produce products specifically for the Chinese market to circumvent the restrictions of tablet rules.
According to data, nearly 40% or even more of Japan's semiconductor equipment is exported to the Chinese market, which shows how big Japan's rice bowl is now. I hope that the current Japanese companies will not be used by the United States like Toshiba, Hitachi, and other companies in the past"Split"。
South Korea's decision is much wiser than Japan's. In fact, when Micron was under scrutiny, Biden warned South Korea that Samsung, SK hynix and other South Korean companies would not be able to seize its market share if Micron was banned. There is also enough hegemony. Samsung, SK hynix and Micron compete with each other, peers are enemies, this Micron is now banned, its share is not kept, its cake is not watched, it does not let you eat, it is very difficult.
South Korea immediately sent a request to the United States to review the decision of the tablet subsidy law, because the United States withdrew the $52 billion subsidy in order to attract foreign companies to build factories in the United States, but updated the restrictions after attracting companies such as TSMC and Samsung to build factories in the United States. These companies are a bit of a hard time riding the tiger. There is nothing wrong with making such a request in the name of self-interest.
In addition, according to a number of ** reports, on the 26th of this month, representatives of China and South Korea met on the sidelines of the 29th Asia-Pacific Economic Cooperation (APEC)** Ministerial Meeting. The two sides will strengthen exchanges and decided to strengthen cooperation in the field of semiconductors. South Korea has also made its own wise choice.
China welcomes people who come to our side to do business. We have always adhered to the principle of fairness and justice to create a good business environment for everyone. We will not prevent fair business competition, where there is competition, there is a gap, we must find the right direction, strive to innovate, and continue to improve.
At the same time, it is necessary to pay more attention to the cultivation and reserve of talents, improve the welfare of scientific research personnel, and adhere to the road of independent research and development. Basic technology must be in your own hands in order to have more voice and competitiveness.
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