After the United States suffered the "gallium and germanium ban", it blamed the lithography machine incident, and the Netherlands became a scapegoat
Controls on gallium and germanium will be implemented on August 1.
At this critical moment, the American mentality collapsed!
The Netherlands is accused of restricting the export of lithography and other chip-making equipment to China, alleged"This is a decision made by the Netherlands itself"。
Obviously, this is a confrontation, and the Netherlands is taken as"Scapegoat", the United States began to shirk responsibility.
The United States has been using its economic and technological advantages to impose sanctions on other countries around the world. From 2023, the United States is also considering further expanding restrictions on China's semiconductor chip market.
This will undoubtedly fuel the fire that has disrupted the global semiconductor market.
The United States does not mind the death of its own company, Qualcomm, Intel, Nvidia and other American chip industries are more anxious than ants on a hot pot, and the three CEOs (CEOs) organized a delegation to the White House"Lobbying"Biden and his gang can't come up with more chip restrictions.
The U.S. Semiconductor Industry Association has made the same noise. Otherwise, American companies will bear the brunt of the consequences.
On the one hand, because in addition to high-processing applications for mobile phones and computers, low-end semiconductors have also been localized and replaced, so there is actually no shortage of chips.
On the contrary, the most enthusiastic people from Qualcomm, TSMC and Nvidia, such as TSMC President Wei Zhejia and three other executives, visited the mainland for the first time in many years to visit customers in Shanghai and win orders.
On the other hand, the European Union has also passed a chip revitalization plan worth 43 billion euros, and Japan is also increasing its investment plan in semiconductors, with the aim of filling the gap in chip manufacturing for more than a decade.
Previously, in order to consolidate its hegemony in the field of science and technology, the United States required unlicensed companies not to ship chips at will, and at the same time, the United States imposed various restrictions on high-performance chips from NVIDIA, TSMC, Qualcomm and other companies.
In the subsequent escalation, the United States signed one with Japan and the Netherlands"Tripartite agreement", which mainly restricts the transportation of equipment that is not needed for the production of cutting-edge semiconductors.
Among them, the shipment of conventional DUV lithography machines and other equipment of 2000DI and below in the Netherlands needs to be approved, while the shipment of as many as 23 kinds of semiconductor equipment in Japan needs to be licensed, and it is reported that the chip process scope is likely to be expanded to 45nm process.
In the short term, these chip embargoes will undoubtedly further affect the development of the global semiconductor industry, which is a double harm to the market and related companies.
With the passage of time, there is no problem in the market, and if there is a market, substitutes will definitely be incubated, and the originality of these chip companies may not necessarily incubate substitutes.
After this village, there will be no such store, and the United States should only be able to stare at the comprehensive progress of Chinese enterprises in terms of equipment, materials, tools, etc.
For Japan, this restriction will bring disaster to Japanese semiconductor companies, because in the 80s and 90s of the 20th century, Japanese semiconductor companies accounted for more than half of the global market share of the United States, surpassing the United States, and six of the world's top ten integrated circuit companies were Japanese companies.
Under a series of unjustified suppression by the Americans, Japanese semiconductors have an advantage only in material-based products such as image sensors and photoresists.
Now, with the escalation of restrictions on semiconductor equipment in the United States, Japanese semiconductor companies will face production problems, and they will not be able to sell what they produce, which will have a serious impact on their market share and business.
Similarly, for the Dutch company ASML, the DUV lithography machine is also the main model in its domestic market.
Once the United States restricts the export of such equipment, ASML's business will be severely affected. This will affect not only its share in the domestic market, but also its future competitiveness in the world market.
However,"Gallium germanium ban"As soon as it came out, the Americans were immediately taken aback, accusing the Netherlands of imposing restrictions on semiconductor manufacturing equipment such as lithography, claiming that it was a decision made by the Netherlands itself.
The implication is that restricting the shipment of lithography machines has nothing to do with them, which is obviously a dumping behavior.
After all, gallium and germanium are rare metals that play an important role as raw materials in the high-tech industry due to their scarcity and important applications.
For example, gallium is mainly used in the electronics industry and semiconductor manufacturing. Gallium can be used to make superconducting materials, photovoltaic cells, and solar cells. Gallium can also be used to make alloys such as gallium alloys, gallium-indium alloys, and gallium-tin alloys. These alloys are used in the manufacture of superalloys, semiconductor materials, and optical materials.
Germanium is mainly used in the manufacture of semiconductors and in the electronics industry. It can be used to make infrared detectors, satellite communication equipment, lasers, solar cells, and transistors. Germanium can also be used to make optical glasses and optical fibers for fiber-optic communications. The list goes on and on.
So, in general, the United States launched it unilaterally on the grounds of technological monopoly and technological hegemony"Chip Wars"Now it seems completely wrong.
After all, the CEOs of Intel, Nvidia and Qualcomm – Intel, Nvidia and Qualcomm – came out to negotiate and lobbied Biden for the first time, and it's no secret why.