The reaction of chip supply interruption is beginning to appear, and foreign media evaluate the current situation
The integrated circuit manufacturing industry requires global participation, in which U.S. companies play an important role in the value chain. Many of the major design solutions for integrated circuits are provided by U.S. companies, and semiconductor equipment is also provided by other U.S. companies such as Applied Materials, Korey, and Lam. Research.
The influence of American technology in the global wafer industry chain is very large, and in the process of wafer globalization, the United States has gone the opposite way and implemented measures to cut off foreign countries. Some foreign ** said: The countermeasures against chip supply interruption have appeared, and two major breakthroughs have been made in the upstream connection of China's chips.
Chips are widely used, including smartphones, computers, TVs, and automobiles. Depending on the terminal equipment, the number and type of chips are also different, but they are all inseparable from the support of globalization.
Leading companies from all over the world participate in different links of the industrial chain, such as Synopsys in the United States providing EDA software, Arm acquired by SoftBank in Japan providing architecture technology, and ASML in the Netherlands providing lithography equipment, and the chips are finally produced by manufacturers.
This is a highly global, system-level project, and no single country or region can complete the entire chip production chain independently.
Even if South Korea's Samsung can master most of the wafer industry chain and switch to the IDM model, it will need to import photoresist from Japan, purchase lithography machines from the Netherlands, and sell wafer products to the global consumer market in order to achieve stable operation of the industry.
In the face of such an important globalization of wafers, the United States is not aware of what it is doing. Many U.S. companies have reported poor financial results and are in the redundancy phase, suggesting that U.S. companies are suffering the consequences of the chewing gum rule.
The emergence of wafer supply interruption countermeasures has prompted the industrial chain to accelerate self-inspection, and two major breakthroughs have been made in the upstream links of domestic wafers.
First, the EDA National Innovation Center was approved for construction in Nanjing.
EDA is called"The mother of tablets"Before the birth of a tablet computer, it is necessary to use EDA's industrial software to complete the layout, control, testing and other links of the tablet computer, so as to create a good functional module, a tablet computer with standard performance and technology, for the use of OEMs.
However, the EDA market has been monopolized by three large U.S. companies, namely Synopsys, Kadant Electronics, and Siemens, with a high concentration of market share.
U.S. companies such as Synopsys are unable to provide GAA-based EDA software at will, which means that chip designs involving 3nm can only rely on domestic EDA to solve the problem of limited ideas.
On the bright side, the EDA National Innovation Center has been approved by Southeast University to build a National Integrated Circuit Design Automation Technology Innovation Center in Jiangbei New Area, Nanjing. The center will contribute to the development of EDA across the country.
From the aspects of innovation, talents, and industry, we will deeply integrate and build to bring sustainable vitality to the national AED industry. It is worth mentioning that Nanjing has been focusing on the field of semiconductors in recent years, and Nanjing University of Integrated Circuits has been established before.
This time, with the goal of creating a national AED industry innovation center, it is believed that the power of the AED industry, talents and collaborative innovation will be condensed.
Secondly, Kemet Gas has also joined Thermo's list of ** merchants.
The upstream chip sector is very extensive, involving chip design software, semiconductor equipment and materials, etc. Among them, in the material part, electronic specialty gases are indispensable. Neon, xenon, and other noble gases are used to ensure the stability of the chip.
ASML in the Netherlands is a major user of ETG, which is needed for the production of lithography equipment and product reaction.
Initially, ASML could not obtain a stable channel for the ** chain of electronic specialty gases, so Chinese electronic specialty gas producers attached great importance to it and actively investigated the products, hoping to introduce China's electronic specialty gas products into their company's ** chain system.
Now, the good news from Chinese companies is that they have completed the certification of the ASML company's first business list. According to the announcement issued by Kemet Gas, the company's subsidiary, Yueyang Kemet Electronics, has received a business certification letter from Thermo Company.
The letter indicates that the lithography gas products produced by Kemet Electronics have passed the review and become a qualified supplier of Cymer, a subsidiary of ASML. In other words, CYMER has become a member of ASML Electronics' Special Gas** system and is certified.
ASML is the world's largest manufacturer of lithography machines, and being able to enter the company's first chain is a big advantage for the first company.
The national chip has made progress in EDA and special gas electronics, one is the creation of the EDA National Innovation Center in Nanjing, and the other is the comprehensive transformation of special gas electronics through ASML's subsidiary. Add more possibilities to the industrial chain.
Taken together, these two developments cannot change the pattern of globalization, but the road must be taken step by step. Accumulate little by little, and only then will there be greater resilience in the future. Skyscrapers aren't built in a day.
I believe that as we move forward, the continued efforts in the design, manufacturing, and packaging of integrated circuits will change.
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