The general trend has been decidedThe "explosive" news came from China's core, and foreign media Zhang Zhongmou was heartbroken
In recent years, the United States has plugged in the heart of technological hegemony in order to unplug Huawei"Blades", frequently revise chip rules, and strengthen the technical blockade of Chinese companies such as Huawei. It is an attempt to contain the development of cutting-edge technologies such as China's 5G technology through containment.
The United States has taken advantage of its advantages in science and basic technology to forcibly revise the wafer rules in China's semiconductor field, and at the same time used its control over basic technology to force TSMC, Samsung and other wafer foundry giants to invest and build factories in the United States, so as to prompt TSMC and Samsung to speed up the construction of factories.
You know, $52 billion is very tempting for any company, but in order to get the subsidy, it must fulfill the rule that no new advanced fabs will be built in Chinese mainland for the next decade. And Liu Deyin did not hesitate to sell himself in order to get subsidies"Ancestors", he publicly stated: the mainland market share accounts for less than 10% of TSMC's revenue, which is not important, that is, in order to obtain subsidies, TSMC can abandon the mainland market.
In order to get more wafer subsidies, TSMC founder Zhang Zhongmou risked ruining his reputation in the last few years of his life and made it public"Abandonment of China** Statement": The wafer level of the mainland is 5-6 years behind TSMC, and it is also a policy to support the United States to stop the development of Chinese semiconductors.
It is understood that in order to the United States"Show loyalty"In December last year, TSMC chartered ten planes that will form the main equipment and sent 3,000 engineers to the U.S. factory, while announcing that it will also build a more advanced 3nm process wafer factory near the 5nm factory in the future.
However, what TSMC never expected was that the subsidy for tablet production was not so good. Not only will we not be able to expand or build new fabs on the mainland for the next decade, but we will also have to share financial reports, capacity, customer information, and other key trade secrets with the United States. On top of that, if the revenue exceeds expectations, we have to bring a percentage of the profits back to the United States.
Now it seems that Biden signed it"CHIPS Act", exactly"Empty gloves white wolf", first of all, with high subsidies ** Samsung, TSMC and other chip giants to build factories in the United States. Once the factory is really mature, in order to console foreign giants such as SMMC and Samsung, additional subsidies will be needed to obtain relevant rules. For such strict requirements, TSMC and Samsung have categorically stated that they cannot accept it, especially TSMC, again and again"Loyalty"In exchange for more brutal suppression, the unbearable TSMC directly announced the decision to strike hard.
Liu Deyin, the current president of TSMC, once said that the conditions of the "Chips Act" are too harsh, and if the United States does not make changes, then TSMC will terminate its plan to invest in and build factories in the United States, and at the same time, find ways to circumvent American semiconductor technology. In other words, if the United States does not change its harsh conditions, TSMC will not only stop its plans to build factories in the United States, but will also start to move on"Beautify"way.
Speaking of which, so is Samsung"CHIPS Act"of"Victims", and Samsung's main production capacity is concentrated in Chinese mainland, it is impossible to give up the factory that has worked hard in the mainland for decades in order to get chip subsidies, and also said that it cannot accept the terms of the chip bill. For Samsung and TSMC suddenly"Drain the water"and the United States"CHIPS Act"Some foreign media said that the U.S. Chips Act is obviously coming to an end, but it is also necessary to be annoyed and angry!
However, just when Samsung and TSMC were struggling with chip bills, it came from China Chip"Sexuality"The news came: Harbin Institute of Technology has successfully developed a completely independent and controllable DPP-EUV light source technology. The basic technology of high-end lithography light source is controlled by the United States, and Harbin Institute of Technology has achieved this technological breakthrough, making up for the gap in this field in China. While this doesn't immediately allow us to have our own cutting-edge lithography technology development, it at least proves that even the most cutting-edge technology can be tackled, not as ASML engineers say"Even if the drawings come, we can't build a lithography machine"。
In addition, it is reported that Shanghai Microelectronics has broken through the 28-nanometer lithography technology and passed the certification, leaving only some details to complete the information exchange with customers, and it is expected that mass production will be achieved this year. This means that Chinese mainland has achieved self-sufficiency in the 14nm process, and it is even possible to achieve the production of the 7nm process.
It is worth mentioning that HIT not only surpasses the DPP-EUV light source technology, but also develops a high-speed, high-precision laser interferometer, which will be able to complete the mass production of 7nm chips by combining Shanghai Microelectronics' 28nm lithography machine and SMIC's unique quadruple SAQP technology.
Whether it's Samsung or TSMC, China's semiconductors are often"Thunder"Good news. Previously, in order to obtain chip subsidies, they looked down on the mainland market more than once, and now they are almost the same as the United States because of the harsh terms of the chip bill"Tear the face", it can be said that it is difficult to ride a tiger!
SMIC's foundry technology is not as good as that of Samsung and TSMC, but this is because SMIC does not have advanced EUV lithography technology to manufacture high-end chips. When we achieve independent research and development of advanced lithography machines, the mainland market will no longer have the status of TSMC and Samsung. Hopefully"China Chip"The good news is spread frequently, and Zhang Zhongmou's heart is broken!
At a time when the United States continues to increase restrictions on the development of semiconductors in China, at this time, we do not have to worry that TSMC and Samsung will accept the harsh conditions of the chip law. On the contrary, we should strive to overcome basic technologies and realize the comprehensive domestic substitution of the semiconductor industry chain as soon as possible"China Chip"Rise up early and completely break the United States and the United States"Dog licking"technical blockade. I agree, please like!