The United States upgraded the chip ban, and experts revealed that the domestic trend has gone
The United States has introduced a new chip restriction policy.
The U.S. Department of Commerce recently released a so-called chip"guardrails"The final rule, it definitely is"Trampoline with broken shoes"Yes. This regulation is mainly aimed at those chip companies that receive subsidies from the United States, and they are strictly prohibited from expanding chip manufacturing capacity in China in the next 10 years. In layman's terms, it is the United States that subsidizes you, but you cannot grow and develop at home. There is such a provision,"Harm others and yourself"Ah, it's like killing a thousand enemies and losing eight hundred.
This provision clearly stipulates that, in detail, all enterprises subsidized by the United States cannot be subsidized in the so-called"Relevant"Countries (e.g. China) are expanding their local production capacity for advanced cutting-edge chips. To put it simply, with the financial subsidies of the United States, it is impossible to expand factories and increase production capacity in China. It's like one"Fatherly**"Ordered us not to buy a house in a town he didn't like.
As for the US Department of Commerce, its purpose is naturally obvious. It hopes to limit the development of China's chip industry through various means. The United States sees the rise of China's chip industry as a threat. Therefore, it spares no expense"Do whatever it takes", in an attempt to stifle the rapid development of China's fledgling chip industry. Doing so is tantamount to"Kill chickens and get eggs"Hang as high as Haman.
Lao Mei started a new operation.
In order to revive the development of the local semiconductor manufacturing industry, the United States also successfully passed the $52 billion chip production subsidy decree to lure semiconductor manufacturing companies such as TSMC and Samsung to set up factories in the United StatesAccording to reports, TSMC is preparing to build 5nm and 3nm factories in the United States, and Samsung has also built a new semiconductor factory in Texas. The infrastructure of these factories is not only to meet the needs of the American market, but also to solve the shipment restrictions after the United States changed the chip rules.
It's just that with the progress of Lao Mei, now Lao Mei has gradually made new moves. It is reported that the final terms determined by the latest rules for American chips are the so-called guardrail announcements, and if you want to get US subsidies, you have to share the remaining profits and share advanced production technology. This also means that it will be very difficult for TSMC and Samsung to get subsidies from the United States, because these companies need to share their underlying technology and profits with the United States!
The arrangement of South Korean semiconductor companies such as Samsung is a fatal loss.
South Korean companies first put pressure on the United States to ease restrictions.
In the United States, South Korean companies such as Samsung and SK hynix have put a lot of pressure on the United States to relax. Mainly because, in China, Samsung and SK hynix have large-scale chip production capacity, and it is still expanding. And the new rules in the United States have a direct impact on their activities in China.
First of all, it is very difficult for Samsung and SK hynix to invest in China**. Some of their long-term exemption period for wafer manufacturing ended some time ago, but the U.S. has not made it clear whether it will extend the exemption period. This situation has kept Korean companies in a constant state of uncertainty and slowed down the progress of their work.
South Korean companies, on the other hand, are urging the U.S. to re-examine export restrictions to China. Long-term export restrictions have seriously affected the development of South Korea's semiconductor industry, and the performance of Samsung and SK hynix has fallen sharply. South Korea** has repeatedly asked the United States to grant grace periods to resolve the issue.
Finally, South Korea also explicitly asked the United States"Salvage"The latest policy to avoid excessive fees for Korean companies. South Korea as the United States"Quadripartite Alliance"The important members must not become victims of the United States in dealing with China. This situation also defeats the original intention of the cooperation between the two sides.
Similarly, Japan, as an ally of the United States, is also facing a dilemma. Some time ago, Japan urged the United States not to impose too many restrictions on the exports of Japanese companies to China, otherwise it will jeopardize Japan's economic interests. There are indications that the United States may be overreacting this time, which could seriously damage relations with its allies. Looking at the world market, the United States may have to re-examine its China policy and negotiate a win-win implementation plan with its allies.
Other foreign companies began to choose.
In addition to the above-mentioned American companies, AMD, Micron, GF and others have all felt the chill in the market, coupled with the impact of the ban, and the expectations for future profits have been lowered one after another. But this is only the beginning, and the losses that come with it will be enormous.
Of course, the situation is not only for American companies, but also for other foreign companies. Due to the serious decline in the sales of memory chips, South Korean companies Samsung and SK hynix have suffered serious losses, and in order to cope with the escalating ban losses, they hurriedly applied for a one-year approval from the mainland factory.
Subsequently, Intel and TSMC's mainland chip factories also got a year's approval, and TSMC is still continuing to promote the construction of the Nanjing factory.
Samsung, SK hynix, Intel, and TSMC, the four major semiconductor giants, also got the license very quickly this time. This is also due to the importance of the mainland market, which does not want to affect their profits because of the ban.
There is also ASML, which made it clear some time ago that the impact of the new regulations is limited and that non-UV lithography can be sent to Chinese companies.
Japanese companies are doing better, especially seizing the opportunity to expand shipments and compete for the equipment market. There is also a Japanese CEO who made it clear that in order to avoid the impact of the restrictions, they will build two sets of first-class chain systems, one of which is specially prepared for Chinese enterprises.
Domestic experts directly reveal the bottom of the story!
The return of unicorn chips has also attracted the attention of the world, so the United States has been investigating the loopholes in the policy system, and some time ago introduced new control measures, including restrictions on artificial intelligence chips and semiconductor equipment
Earlier, the U.S. side immediately notified Nvidia to restrict the export of A100 and H100 GPU chips to China. In order to be able to supply the mainland market, Nvidia has adjusted this and introduced special versions of the A800 and H100 chips that comply with the new regulations.
As a result, Nvidia's chips were bought by Chinese companies, and then Intel and AMD quickly followed suit, which made the United States very dissatisfied, thinking that they were helping us develop artificial intelligence, so they revised the rules again to expand the restrictions on chips.
This time, the US side updated the ban on chips, the key of which is in the field of artificial intelligence, thus trying to hinder the continued development of our country.
To this end, Xiang Ligang, a national expert, said that this is not important at all and will not have an impact on the national artificial intelligence industry, because artificial intelligence is a long industrial chain, and chips are only a small part of it.
Domestic companies have prepared enough related chips, not to mention that the current 5 domestic manufacturers can manufacture GPUs at the same level as NVIDIA, and what we lack is mainly related ecosystems, such as NVIDIA's CUDA ecosystem.
The U.S. is restricting NVIDIA's supply just to give us a business opportunity, but it can also decide to integrate its own ecosystem.
At the same time, the United States will continue to allow 13 artificial intelligence-related companies such as our bank technology and Moore wire to join"Entity List"。But Xiang Ligang doesn't think it's too much of a problem, because AI chips only need a 7nm process and don't have to rely on TSMC.
The reintegration of Kirin chips some time ago shows that the mainland chip industry has long had the ability to manufacture 7-nanometer chips.
In addition, Xiang Ligang also mentioned that the United States has expanded the restrictions of the old **, in fact, the United States knows very well that even if it restricts AI chips, it is useless, but it must act, because the United States is at war with the two parties, if you don't act, it means weakness.
It is worth mentioning that although the United States has issued these new economic sanctions, there are also many different voices. There is a view that this could undermine the global technology industry chain and cause irreversible damage to the interests of all parties. In addition, in recent years, China has been actively promoting the development of the local semiconductor industry and increasing support for related fields.
In conclusion, South Korean businesses face significant challenges after the U.S. announced new regulations and sanctions. However, Huawei's self-developed new brand of mobile phone chips, Kirin chips, may be a ray of hope. As time goes on and technology advances, we all want to see more progress and innovation in the semiconductor space from Huawei and other Chinese companies.