Losing patience, the chip giants have "changed faces" one after another!
The reason why US companies have been able to form "monopolies" in various fields is mainly due to the "scientific and technological hegemony" that the United States has practiced for a long time.
The semiconductor industry has always been the cause of the United States' "calling for wind and rain", relying on the core technology and patents based on silicon-based chips to control the development of the entire industry.
Whether it is ASML, the only EUV lithography machine manufacturer, or TSMC and Samsung, the top chip foundries, for now, they can't get rid of Hanmei technology, which is why the Biden team can easily implement the "chip rule".
At the beginning of Huawei's 5G birth, the first thing that came to mind was to cooperate with American companies in order to better iterate and upgrade this technology.
But what I didn't expect in exchange was to suppress sanctions for no reason, constantly slandering Huawei's 5G "network security" in the market, and pressuring allies to give up corresponding cooperation, which also led to a big discount on Huawei's layout in overseas markets, and it could only shrink its production capacity to China.
In order to further crack down on the technology developed by Chinese companies, the Biden team has set its sights on the semiconductor field, and under the constantly revised chip rules, the chain reaction has spread to the global market, and all companies in this ** chain have been spared.
The Biden team has continuously asked American companies to interrupt cooperation in the Chinese market, without considering the gains and losses of interests at all, and leaving no way back for "their own people".
After the implementation of the "tripartite agreement between the United States, Japan and the Netherlands", American companies began to be dissatisfied with the further escalation of restrictions, and under the leadership of Qualcomm, Nvidia and Intel, American companies went directly to Washington to "force the palace".
Intel's founder even left a sentence: "If there is no Chinese order, there is no need to build a world factory in the United States." This prevented the further implementation of the new rules and gave them a temporary respite.
After the return of Huawei's Kirin 9000S chip, the Biden team could only give up the restrictions on high-end chips and instead focus on AI chips, while NVIDIA's specially customized A800 and H800 chips were also restricted from shipment, but soon three chips such as H20 based on the new regulations came out.
Although the Biden team made it clear that all AI chips cannot be shipped, Nvidia does not seem to care so much and insists on laying out the Chinese market.
Today's U.S. companies can be said to have directly ignored the ban and are desperate to pursue their own interests, and the capital that the United States is proud of are these U.S. companies, and it is impossible for the two sides to completely fall out, and further compromises will be made in the future.
At present, China has increased the layout of the semiconductor industry, and the return of Huawei's Kirin 9000S chip has announced that China has touched the threshold of high-end chips.
The Netherlands strongly supports ASML to continue to deploy in the Chinese market, and strives to strive for the shipment of high-end DUV lithography machines, and almost all production capacity has been given to Chinese companies in recent months.
South Korea also directly chose to bypass the United States, the "middleman", and visited the Netherlands again after decades, **Regarding the procurement of lithography machines, Samsung and SK hynix also went to discuss the details of cooperation, which can be said to be full of sincerity.
After China's successful precedent, countries and regions have launched technology "de-beautification", the United States wants to maintain its position in the semiconductor field, except for the resumption of global cooperation, there is no way out, what do you think about this?
Kunpeng Project