SMIC's "counterattack" has begun, and foreign media have underestimated the will of Chinese enterprises
With the rapid development and rise of China's science and technology enterprises, the United States has frequently changed the chip rules in order to maintain its scientific and technological hegemony and wants to enter the field of semiconductor chips for China"Stuck neck"Development;Although China is the world's largest manufacturing base, there is a large demand for chips every year, but for many years"Buy, buy, buy"Under the influence of thought, the development of domestic science and technology enterprises in the field of semiconductor chips is far behind, and for China's science and technology enterprises, semiconductor chips are the shortcomings of China's development!
In our country, Huawei is stuck in development"neck"After that, we realized the importance of developing the field of semiconductor chips, so in recent years, the country has also accelerated the construction of our own domestic chip industry chain systemIn 2023, the United States will form an alliance with Japan and the Netherlands to limit the shipment of lithography machines, that is, they will limit the shipments of DUV lithography machines, which will also have a huge impact on the development of domestic technology enterprises.
In response to the new regulations that the United States wants to further restrict the shipment of lithography machines some time ago, ASML also responded: it has received a warning from the United States to further restrict the shipment of lithography machines, but it is not yet certain when it will land, and ASML's shipments and revenue in 2023 will not be affected;For ASML, it does not want to increase the restrictions on lithography machine shipments, after all, the Chinese market has long become ASML does not want to increase the restrictions on lithography machine shipments, after all, the Chinese market has long become ASML's top three markets in the world, counting the DUV lithography machine shipments in Chinese mainland, it makes ASML make a lot of money!
In recent years, ASML has been accelerating shipments to the mainland marketHowever, for Chinese technology companies that only master independent research and development of core technologies, we will not lead the way in the development of lithography machines and other fields, so in recent years, domestic technology companies have also been accelerating the research and development of lithography machines and began to expand production capacity;At present, Shanghai Microelectronics has been able to realize the production of 28 nanometer lithography machine after independent research and developmentIn addition, China's SMIC is also frequently active, starting"Fight back"！
As China's largest wafer manufacturing giant, SMIC has continuously increased its investment in the wafer production market in recent years, and has announced that it will invest 45 billion yuan to expand its developmentAccording to the plan, by 2023, SMIC will invest 45 billion yuan in R&D investment on the one hand, and on the other hand, it will be used to build a wafer factory to expand its mature 14nm and 28nm processesIn terms of wafer production capacity, SMIC has gradually begun to support the mature 28nm wafer market through continuous efforts in recent years, and with 28nm wafers, it can meet 90% of the market demand, so SMIC"Counterattack"After that, we don't need to rely too much on foreign wafers, on the other hand, ** also said: they underestimate Chinese companies!** also said: they underestimate Chinese companies!
In fact, in recent years, Chinese technology companies have been accelerating"De-Americanization"With the continuous efforts of Chinese technology enterprises in the field of semiconductor wafers, we are gradually reducing our dependence on foreign wafers and imports, although there is a long way to go to build a domestic wafer industry chain, but as long as we are determined to work hard in research and development, then nothing can stop our pace of development, I don't know what you think about it?