In today's rapid development of science and technology, chips play a vital role and were once called the "food" of modern industry. As the core equipment of semiconductor manufacturing, lithography machine is known as the "pearl" in the crown of the semiconductor industry. It can be said that whoever can master the advanced chip foundry technology and lithography machine technology will be able to grasp the leading power in the development of science and technology!For example, the United States, as the birthplace of semiconductors, has mastered many advanced core technologies, and many semiconductor technology companies around the world have to "rely on" American technology, and the world's largest lithography machine manufacturer ASML, TSMC, Samsung, etc., do not dare to easily offend the United States, after all, a large number of American technologies and equipment are used in the production line.
However, the rise of Chinese technology companies, especially the emergence of Huawei chips, has broken this "deadlock" and caused global semiconductor giants to re-examine the importance of the Chinese market. Huawei's rise is like a giant hammer, "smashing" the decades-old technological hegemony of the United States. In order to consolidate its technological hegemony and curb the development of Chinese enterprises such as Huawei, the United States forcibly revised the chip rules, and even enlisted South Korea, Japan and the Netherlands in an attempt to completely curb the development of China's semiconductor field and exclude us from the world's semiconductor industry chain.
What the United States and its allies did not expect was that even in the face of difficulties, Huawei and other Chinese companies did not choose to compromise, but increased independent research and development. Especially Huawei, in just three years, the self-developed Kirin chip has achieved a strong return, and the Mate 60 series released this year is also equipped with Kirin chips, which are reported to have been manufactured in China. This means that under the siege of the United States and other countries, China's semiconductor industry has successfully achieved a "breakthrough", and at the same time, domestic chip production capacity and lithography machines are gradually rising.
Huawei and other Chinese companies have achieved breakthroughs in chip manufacturing through self-development. The completion of manufacturing in China means that China's semiconductor industry has achieved a "breakthrough", and domestic chips are gradually rising. This achievement not only broke the hegemony of American companies, but also opened a new path for the future development of China's technology industry.
In this context, the global semiconductor giants have begun to "change their faces" and show favor to the Chinese market. ASML has obtained a license from the Netherlands** and will continue to deliver DUV lithography machines such as the 2000i to Chinese customers. Nikon also said that it will launch a new lithography machine for the Chinese market in 2024 and will reduce prices to expand the Chinese market. Even Nvidia CEO Jensen Huang visited China for the first time this year to make overtures to China. These moves demonstrate the importance of the Chinese market to the revenues and shipments of these semiconductor companies.
It is worth noting that South Korea, as an "iron fan" of the United States, sided with the United States to implement a blockade of semiconductor chips in China, not only did not receive "friendly" treatment from the United States, but after China's review of the American chip giant Micron, South Korea's Samsung and SK hynix were required to ban the export of memory chips to the Chinese market. Data shows that Samsung's profit in the second quarter of this year was only 600 billion won, a year-on-year increase of **957%。
However, as Chinese companies continue to increase their cuts to imported chips, as well as the continuous pressure from giants such as Nvidia and ASML, the United States seems to intend to open up chips to China. South Korea took the opportunity to request shipments to the Chinese market, and as the United States relaxed export restrictions on South Korean companies, South Korea's chip exports soared. According to data released by South Korea's ** department, South Korea's total chip exports in November this year were about 66.5 billion yuan, a year-on-year increase of 129%。This shows the importance of the Chinese market to Korean companies.
You must know that the Chinese market is the world's largest semiconductor chip market, and Korean companies such as Samsung and SK hynix account for a very high proportion of revenue in the Chinese market. According to the data, South Korea's total chip exports in the Chinese market reached 76.8 billion US dollars, accounting for 59% of the total exports7%, it is clear that without the Chinese market, South Korea's chips will not be sold at all. In this regard, Korean media have repeatedly said: We can't do without the Chinese market!
Although Samsung and SK hynix can now export chips to the Chinese market, and we can also buy advanced memory chips, we can't pin our hopes on others and give up all illusions. Unswervingly take the road of independent research and development, because only by achieving breakthroughs in core technologies can we grasp the initiative in the future scientific and technological competition, and can we achieve "food in our hands and no panic in our hearts"!