In this era of technological strife, a war about the global chip industry is quietly staged. Let's take a look at the situation and see what's going on.
In the past, you may have heard some things about the chip industry policies of the United States and Japan. Japan has always been a close ally of the United States, but recently it has followed the United States in chip industry policy. In July of this year, Japan expanded export restrictions on 23 cutting-edge chip manufacturing technologies, and in order to export these technologies and products, relevant manufacturers must obtain the first license. This is not a small fight, but a big challenge to the Japanese semiconductor industry.
But the question is, how did this restriction come about?Well, last year the United States changed their chip export rules, which made the White House call on other countries to follow suit. The Netherlands gave the United States a resounding slap in the face, but Japan was not so simple, and they actually agreed with this policy.
With such a "technological blockade", those who play with fire will end up burning themselves. American chip bigwigs, such as Qualcomm and Nvidia, have all tasted this kind of suffering, and their revenue and stock prices have plummeted. Japan's semiconductor equipment manufacturers are not having a good time, but they are not idle, and they still find a way out while complaining. They're smart, they don't spread China's thighs, and they have expanded into other markets, don't look at a large part of their revenue now comes from China.
This is the magic of the Chinese market!Although we don't buy chips directly, we like to buy various products, such as mobile phones and cars, which are inseparable from chips. Consumer demand in the Chinese market has been hot, which forces the global chip chain to rely on China. Leaving the Chinese market, the company's performance will dive, which is a big problem for the company.
Don't think that this matter has nothing to do with Japan, in fact, Japan accounts for the majority of the global semiconductor industry chain. Their market share in semiconductor equipment manufacturing has always been very high, but this is also a double-edged sword. If Japan really wants to sever ties between these companies and China, it must be prepared for a strong response.
Speaking of which, Japanese companies can still "limp forward" now, but this trick of riding the wall is a tactic, not a long-term solution. Chip technology has developed to a new stage, but it is no longer the same as walking on the old road. The future development direction has not yet been determined, which means that the traditional industrial chain may be completely subverted.
TSMC, Intel and other major manufacturers are increasing their research and development, and China's scientific research institutions are also stepping up. In this war, it is not so easy to see the winner. However, for Japanese companies, now is the time to make a decision. Riding on the wall and being lazy will only make the future space smaller and smaller, and if they don't take active action, the Chinese market will be farther and farther away from them.
Overall, the chip wars are by no means petty. It's not just a few companies at stake, it's national interests and the global landscape. So, let's not worry, let's see who can sit on the commanding heights in the end of this chip war!