As we all know, Japanese equipment manufacturers, together with the United States and the Netherlands, formed the US Core Alliance, aiming to suppress the rise of Chinese chips. However, the latest earnings report revealed an unexpected truth: Japan is actually the only country in the alliance that is actually cracking down on Chinese chips, while the Netherlands and the United States have benefited a lot. This made Japan very unhappy, and they complained that they had been deceived by the United States. Indeed, the financial report data shows that after the sanctions were imposed on the Chinese market, the revenue and equipment shipments of Japanese semiconductor equipment manufacturers have been the best, such as Nikon's revenue, which has increased by about 80%. In contrast, some companies in the United States and the Netherlands have made a lot of money in the Chinese market, such as Kelley and Lam, which account for 43% and 48% of revenue, respectively. The revenue of Dutch lithography giant ASML from the Chinese market increased from only 8% in the first quarter to 46% in the third quarter. It can be said that Japan, the only country that seriously implements the sanctions, has itself suffered huge losses.
In order to encircle and block the rise of China's chips, the three countries must advance and retreat together and work together. However, in fact, there are differences and contradictions among the members of the Meixin Alliance. U.S. companies have clearly played a "no longer acting" drama, and the Netherlands and Japan have become the main enforcement countries. However, the Netherlands has been delaying again and again, postponing the ban from the original date of September 1 to next year, and continuing to send lithography machines to China. This put Japan in an embarrassing situation, losing the Chinese chip consumer market while being stabbed in the back by "teammates". This situation of internal and external attacks made Japan the most victimized side of the entire alliance.
So why does Japan insist on going its own way and seriously implement the sanctions ban on Chinese chips?Although the exact reason for this is unknown, it can be speculated that Japan wants to curry favor with the United States in order to seek the glory of semiconductors in the past. However, in the process, they provoked the Chinese market and fell into an embarrassing situation. The financial report data shows that the revenue and equipment shipments of Japanese semiconductor equipment manufacturers have declined sharply, which is undoubtedly a wake-up call for them. It can be seen from this that Japan's strategy not only did not achieve the desired effect, but also brought huge losses to itself.
Looking back on this series of events, we can't help but ask ourselves whether such a strategy is worth it. The blow to Chinese chips not only failed to achieve the desired effect, but made Japan itself the biggest victim. It can be said that this is a misjudgment of the market and objective laws. In the future, countries will need to rethink their strategies in order to gain an edge in international competition. For Japan, they should pay more attention to cooperation with China to achieve a win-win situation. At the same time, other countries should also understand that it is not a wise approach to suppress the rise of Chinese chips, and should actively seek opportunities for cooperation and win-win results.
In the field of science and technology, cooperation and competition are inseparable, and only through cooperation can countries achieve technological sharing and innovative breakthroughs. It is believed that in the future development, China's chip industry will continue to rise and become one of the global leaders in science and technology. Both Japan and other countries should recognize this and take the initiative to adjust their strategies to adapt to the changing times. Only in this way can we jointly promote scientific and technological progress and achieve a better future.