SMIC's official announcement is amazing!Japanese media: We have become cannon fodder!Huawei has made a big move
The United States, Japan and the Netherlands formed an alliance to suppress China's semiconductor market.
We all know that Huawei, the world's fastest-growing chip manufacturer in recent years, has become a thorn in the side of the United States, and Biden is trying all kinds of ways to do it"Beating"Huawei has not only repeatedly changed chip policies and regulations, explicitly banned Qualcomm, Intel, TSMC and other leading companies in the industrial chain, but also exerted pressure on Japan, the Netherlands and other countries.
Some time ago, the United States, Japan and the Netherlands signed a tripartite agreement as allies;Japan and the Netherlands officially announced a ban on the export of lithography machines and other instruments to China;Japan has now also made a decision to implement strict **control on 23 semiconductor products and equipment, including lithography machines and recorders, which are controlled by Japan**, even more than the United States, and any product above 48 nanometers will be banned!
Japan's eagerness to help the U.S. suppress China's ejiao industry is, to a large extent, a concession to the U.S. in order to gain more benefitsBut for Japanese companies, this is a big blow.
Since the change of international chewing gum rules, Chinese chewing gum companies have increased their investment in the chewing gum industry.
After the change in chewing gum regulations, domestic producers have stepped up their investment projects in the chewing gum sector.
For example, Huawei has fully entered the semiconductor chip industry through Hubble and invested in the industrial chainXiaomi vivo independently developed mobile phone-related chips;Other giants have also independently developed AI chips, automotive chips, etc.
According to statistics, 19 out of every 20 newly established chip companies in the world are from China.
The key is that domestic manufacturers have also entered the chip manufacturing industry on a large scale, and SMIC alone has invested 150 billion yuan to expand production.
From the second half of 2022, there will be a gradual overcapacity of global wafers, especially in advanced processes.
According to the report, although the capacity utilization rate of the 7nm process has fallen by 40 to 50 percent, Qualcomm, AMD and other manufacturers have reduced orders, resulting in TSMC's overcapacity.
TSMC not only encouraged employees to take more vacation time, but also shut down some ultraviolet lithography machines and reduced capital expenditures by $8 billion twice, due to lower transaction volumes for advanced processes.
While TSMC is reducing capital expenditures due to overcapacity, SMIC has released new information that it will increase its assets by $13.6 billion during the year, from $32 billion to $45.6 billion.
The official announcement from SMIC is shocking!
China is a major importer of chips, importing a large number of chips every year, but from 2022, the number of integrated circuit imports in China will decrease. SMIC officially announced that its monthly chip production capacity has reached 1700 million. At the same time, the degree of localization of China's integrated circuit industry chain is high, and the self-sufficiency rate of integrated circuits has been further improved.
What is the impact of the U.S. change in the ban criteria on Huawei?
But unexpectedly, after the United States announced the revision of the ban, the Chinese chip foundry giant SMIC officially released two pieces of news.
The first is that the National Integrated Circuit ** Phase II and the Shanghai Integrated Circuit ** II (SMIC's new shareholders) have agreed to inject $1.5 billion and 7.5 billion respectively into SMIC$500 million.
This means that SMIC will accelerate the introduction of cutting-edge manufacturing processes and products by receiving strong support from the industry, while also reducing the huge amount of cash invested by the company to expand its advanced manufacturing capabilities.
Earlier this year, Huawei's 14nm chip, the Kirin 710a, was produced under SMIC's 12nm process.
The 12nm chip being manufactured is the full version of the Kirin 710 processor, which offers a significant performance boost compared to the Kirin 710a.
In other words, SMIC has received new investments that will allow it to more effectively introduce new technologies and expand its market share.
It can also be promoted"n+1"process, further advancing the 12nm process, will naturally bring more orders for Huawei chips.
For Huawei, SMIC's new investment and technological advancements are good news, which will allow the company to reduce its dependence on TSMC and may even prompt SMIC to shorten the time it takes to process high-end chips on Huawei's behalf.
But the two pieces of information released by SMIC surprised the United States.
In fact, the United States changed the ban rules in order to stifle Huawei's chip ** chain in order to suppress and restrict Huawei's 5G.
But now, SMIC not only has strong support from the industry, but also has more assets for product development of new technologies and processes, and is still completing the upgrade of the 12nm process.
The United States cut off the supply to Huawei, resulting in the restriction of the first supplier, and China continues to increase the research and development of integrated circuits, moving towards the goal of independence and self-improvement, and American companies are facing a huge impact. The impetus for China's development should not be underestimated.
Huawei broke the monopoly, the 5nm chip production line was put into production, and Huawei released a quantum chip patent.
A patent applied by Huawei some time ago shook the entire industry, which undoubtedly injected new vitality into breaking this status quo.
Huawei, a company that has always guided the technological path with innovation and development, recently released a patent for a 5-nanometer (nm) quantum chip. The innovation of this technology is actually a test for the global tech community. Chip manufacturing technology using 5nm processes will be at the heart of improving the performance and functionality of electronic devices.
Currently, only a handful of companies, including some industry giants, have the capacity to produce and manufacture 5nm chips for the industry. This is because the production of such chips requires high technical and financial investment, and it has been in an industry monopoly position for a long time. Huawei's successful development of a 5nm chip production line breaks this phenomenon and injects new vitality into the high-tech industry.
As an important part of China's science and technology, quantum chips can be applied to many industries such as encryption, analog superconductors, and artificial intelligence. Huawei's release of the quantum chip patent represents Huawei's leading position in the field, which will contribute to the development of the technology industry and bring opportunities for other companies to learn and learn from.
Huawei's announcement of a quantum chip patent is arguably one of the most powerful attempts to break the monopoly, which will not only benefit Huawei itself, but also promote the development of the entire technology market.
Overall, China's tech industry is seeking a path of self-development in the face of the pressure of U.S. wafer restrictions. As a representative of Chinese wafer manufacturers, SMIC has strengthened its competitiveness in the perfect process wafer industry by investing in the expansion of production lines. Although TSMC has a strong advantage in the field of advanced processes, the low-end wafer market is considered to be the main demand at this stage. If China's wafer industry wants to develop rapidly, it must achieve greater improvement in the mature process market, improve its self-sufficiency rate, and move towards a more independent and powerful future at a steady pace.