Foreign media said that the chip shipment incident suddenly reversed
TSMC, ASML and other manufacturers have been trying to fight for free shipments, but the rules on chips in the United States have been changing, not only further restricting the shipment of high-performance chips, but also signing a tripartite agreement to restrict the shipment of semiconductor equipment.
The contents of the tripartite agreement have been officially announced, restricting shipments of 23 types of semiconductor equipment from Japan, which is expected to be implemented from mid-July
Restricting ASML from shipments of traditional DUV lithography machines, the Netherlands is expected to announce a specific policy in late June or early July to restrict shipments of various DUV lithography machine models that can reduce chip processes to 5nm.
Unexpectedly, there are more semiconductor companies in the United States that restrict shipments, but chip shipments have changed abruptly.
It is reported that the United States has issued licenses to Samsung, SK hynix, TSMC and other companies to continue to expand domestic factories and increase process and wafer production capacity, with a one-year exemption period.
Nvidia's shipment license expires in October, but sources say the extension is almost certain, and Huang has publicly said that restricting shipments is like having your hands tied behind your back and you can't ship any more chip products.
The most important thing is that the United States ** said that the Biden team has put forward the conditions for lifting the chip ban and will also allow all chip companies to ship freely, but this is a precondition.
The condition is that Chinese manufacturers can develop advanced technologies, but these technologies can only be used to improve the local economy and people's livelihoods, not to serve the global market.
To join an international manufacturer, you must be a parts supplier or foundry, and cannot provide complete end product services, etc.
According to foreign ** reports, as soon as this news came out, the chip shipment incident suddenly reversed.
Because before Micron was banned, Biden asked Samsung, SK hynix, etc. not to occupy the market vacated by Micron, and as a result, the United States gave Samsung, SK hynix and others permission to allow them to expand in the domestic market.
TSMC has been trying to get permission to expand its Nanjing plant, but the United States requires companies applying for subsidies to not build or expand in the country for 10 years.
Now, TSMC is also authorized to continue to expand its Nanjing factory and ship lithography equipment and other related equipment into the United States.
The most important thing is that the United States suddenly proposed to lift the ban, which will allow more chip companies to be sent in, although the conditions proposed by the United States, domestic manufacturers are unlikely to accept, but this does mean that domestic manufacturers have achieved a major breakthrough, which has made the United States worried and threatened.
For example, in the first five months of this year, imported chips decreased by 45.5 billion pieces, and in 17 months, imported chips decreased by more than 130 billion pieces, resulting in losses for most large companies in the United States and serious chip inventories.
In addition, the domestic wafer manufacturing technology not only enables the yield rate of the 14nm process to reach the world's leading level, but also realizes the small-scale trial production of N+1 process wafers, and completes the R&D task of 7nm wafers.
According to sources, domestic manufacturers will complete the entire non-US 7nm process in the next 12 months.
Suddenly, TSMC's Zhang Zhongmou kept saying that he supported the United States in launching a chip war against China, but he actually understood that domestic manufacturers were making rapid progress in chip manufacturing.
In fact, not only in terms of chips, Huawei and domestic leading companies have made progress in EDA tools, databases, MetaERP and other systems above 14nm.
Even in terms of 28nm precision lithography technology, Shanghai Microelectronics has achieved technical verification, and the Chinese Academy of Sciences is also moving towards more advanced light source technology.
In other words, if major U.S. semiconductor companies stop shipping, domestic manufacturers will inevitably break even, so the share of American chips and other companies in the domestic market will continue to shrink, after all, ASML's share in the domestic market has fallen to 8%.
This is also the reason why foreign media said that the chip shipment incident suddenly reversed.