After the United States lifted the ban on Huawei, and suddenly, Huawei's founder Ren Zhengfei faced the challenge of a showdown. Huawei has successfully broken through the US blockade by releasing a series of domestically produced Kirin chips, however, the US has begun to impose new restrictions on Huawei in the field of advanced semiconductors. In addition, with the help of the 2nm lithography machine launched by ASML, the United States has opened a gap with China in terms of advanced processes. Not only that, the United States has also adopted a large-scale dumping strategy in an attempt to undermine China's semiconductor industry chain. In the face of this challenge, Huawei and the entire semiconductor industry in China are facing tremendous pressure and difficulties.
Huawei released a series of domestic Kirin chips, successfully breaking through the US blockade restrictions. This is a major breakthrough and victory for Huawei. Huawei's Kirin series chips are widely used in the Mate series and Nova series models, and are shipped on a large scale. This indicates that Huawei has successfully escaped the restrictions of the United States and achieved autonomy and control.
In addition, in the process of cooperating with enterprises such as Zhongke Electric and Micro Optoelectronics, Huawei is actively developing its own chips to improve its ability to control the chip chain. Huawei has not only made breakthroughs in domestic Kirin chips, but also made important progress in AI chips and other fields. These efforts have laid a solid foundation for Huawei to further strengthen its technology independence and controllability, as well as its industrial chain layout.
However, after Huawei, the United States quickly changed its strategy towards China and continued to block China's large-scale development in the field of advanced semiconductors. Especially in the field of AI chips, the United States strictly restricts exports to China. This move has had a huge impact on the development of China's semiconductor industry.
In addition to blocking exports, the United States has also tried to promote Intel's competition with TSMC in advanced manufacturing processes by instructing ASML to give priority to supplying Intel, and widen the gap with China. At the same time, the United States also used companies such as Samsung and SK hynix to export memory chips to China without restrictions, attacking China's Yangtze River Storage, Changxin Storage and other enterprises, which posed a major threat to the development of China's semiconductor industry.
In addition, the United States has also adopted a large-scale dumping strategy to sabotage our country in the field of mature semiconductors. While ASML's high-end DUV lithography machines are currently embargoed, the mid-range NXT:2050i and NXT:2100i are not. However, at the beginning of 2024, the United States revoked ASML's license, further exacerbating the challenges facing China's semiconductor field.
So, why did the United States ban Huawei after it was lifted?Personally, I think that the United States may have discovered that the return of Huawei's Kirin chip is related to ASML's lithography machine. In fact, the US media has made similar views before, and I hold the same opinion on this. If Huawei uses a mid-range DUV lithography machine to make advanced chips, then it will definitely not be able to obtain a higher-precision lithography machine, which will need to be achieved with the help of multi-**. ASML's DUV lithography machine meets this need. Therefore, the United States has reason to suspect that Huawei relies on ASML's lithography machine to manufacture advanced chips.
Nevertheless, there is no need to worry too much, because according to ASML, prepaid orders for DUV lithography machines have already been delivered to mainland customers in 2023, and there will be no shortage of DUV lithography machines even if the supply is cut off. Huawei's Ren Zhengfei once said that we are not afraid of external pressure, and no matter how the outside world suppresses, we must go on firmly. China is no longer the China of the past, and we will not succumb to pressure because of the blockade of several lithography machines. The actions of the United States will have limited impact on us, and will reap the consequences.
After Huawei lifted the ban, it faced a ban from the United States, and Huawei broke through the restrictions and released a series of domestic Kirin chips, successfully achieving independent control. However, the United States is trying to hinder China's development in the field of semiconductors through strategies such as blocking exports and dumping. Despite this, Huawei is striving to improve its ability to control its technology through its own technology research and development and cooperation with other companies. We should not be overly worried, but should remain confident that China's semiconductor industry can gradually get rid of external pressures and achieve sustainable development.