Biden was warned, US officials spoke, and foreign media The chip industry reshuffle is brewing
In the past few years, the United States has been increasing its pressure on Chinese technology companies, especially sanctions on Huawei, ZTE, DJI and other companies. Through the hegemony of semiconductor technology accumulated in the past few years, it has changed the rules of wafers, increased the entity list, etc., and also made it impossible for TSMC, ASML and other ** companies to carry out normal foundry and shipment. This has a huge impact on the development of the global semiconductor industry chain, and at the same time, foreign countries are also directly concerned about the fact that the entire wafer field is being reshaped!
As we all know, the White House keeps saying that it is in the best interests of American companies, but in fact it does"Bullying the small with the big"things. This includes the inclusion of more than 600 Chinese companies on the Entity List. This wanton bullying has also caused displeasure among some American companies. Among them, Bill Gates has publicly stated that if China unilaterally suppresses technology to limit chip shipments, the market share of the United States will be taken away by Chinese companies. With China's continuous investment in semiconductor supporting and talent, the implementation of China's localization alternative path will be accelerated.
However, Biden apparently did not realize his mistake and instead turned a deaf ear to Bill Gates' words and continued to tighten technological sanctions against China. More recently, the former U.S. has also forced Japan and the Netherlands to sign agreements with third parties and continues to do so in the field of wafer raw materials and DUV lithography levels. Therefore, Chinese companies can only use the 14nm process at present.
However, some time ago, through foreign media reports, we learned that Biden was also affected"Warning"。At the same time as the official announcement of the United States, a new risk assessment was also released, and the United States also mentioned Biden's control of Chinese companies' technology chips. Blind suppression will inevitably lead to the acceleration of China's semiconductor technology self-development. And in the field of low-end chips, it occupies an absolute position"The right to speak", will also lose market share of mature chips to the U.S. chip industry.
The official US narrative is almost identical to Bill Gates' proposal. Although it may fall to Chinese companies in the field of high-end chips, combined with the global chip situation, the high-end chip market accounts for only 25% of the world, and the remaining nearly 70% of mature chips are the most demanded markets.
At present, SMIC can achieve mass production of up to 14nm process, and at the same time, it is also stepping up the development of products above 28nm process. The 28nm process has fully met most of the needs of China's semiconductor market, such as aviation, high-end machine tools, etc. Obviously, Biden is aiming at China's high-end chip industry chain, but ignoring the feedback from the low-end market. Therefore, the United States will insist on going its own way and warn Biden.
Everyone knows very well that China is an importer of semiconductors, with a total import value of more than 400 billion US dollars last year. After entering this year, orders from Chinese companies have begun to decrease. And in people's daily voices, actively move towards the road of independent research and development. In the face of the decline in orders from Chinese companies, American companies have lost almost more than $1.2 billion in profits. This may be the last straw for the former United States, which faced a financial crisis some time ago. Now, with Huawei's example, Chinese companies are also increasing their investment in talent.
Although in the field of high-end pads, we can achieve self-sufficiency in the short term or long distance, after all, this is the development of the global industrial chain for decades, and most of the technology and equipment are controlled by Europe and the United States. But we can be in the field of mature pads"Change lanes to overtake"to move forward and improve.
In short, the suppression of China's technology companies by the United States in the past has become a trend. For Chinese enterprises, in order to get more development opportunities in the international market, they need to improve in terms of technological innovation and product quality, and the market demand for mature chips is still very large. From this point of view, we must not let our guard down and persist on the road of autonomy. I believe that with the strong support of the state, our chips will be able to develop and grow. So the foreign media also said,"The Eastern Dragon is awakening"！