Under the wave of digitalization and informatization,ChipsAs an important cornerstone to support the development of the Internet and mobile Internet industry, it plays a vital role. However, the United States, as a global oneChipsHegemon, not onlyEconomyIn terms of interests, it has benefited a lot, and at the same time, it has also dominated in terms of political interests. Therefore, the United States will not tolerate the presence of any countryChipsdomain, which poses a threat to its position.
WhenChinese chipsWhen the industry developed at high speed and began to threaten the hegemony of the United States, the United States acted quickly to the rightChinese chipsThe industry is suppressed. In just a few years, the United States has been on China'sChipsThe bans are endless, escalating, trying to bring intoChinese chipsThe industry is stuck in the 14nm stage and cannot develop further. To this end, the United States is also working with Japan and the Netherlands, because Japan and the Netherlands are the sameSemiconductorsA power of equipment and materials, the United States wants to be completely containedChinese chipsThe development of the industry.
AsSemiconductorsEquipment and materials powerhouses, Japan and the Netherlands also joined the pairChinese chipsThe encirclement of the industry is the same as that of the United States. Japan, in particular, has imposed even more severe bans than the United States and the NetherlandsChinese chipsThe industry is directly blocked at the 40nm stage.
However, judging by the current situation, Japan actually looks like it is being taken as a fool by the United States and the Netherlands. This year, China imports a lot from the Netherlands and the United StatesSemiconductorsequipment, the value of imports increased by 64%. At the same time, Japan's imported equipment is decreasing, resulting in serious losses for Japan. The chart below shows several in the third quarterSemiconductorsThe revenue of equipment manufacturers and the share of the Chinese market. It can be seen that the revenue of several important manufacturers in the United States and the Netherlands in the Chinese market is growing. Especially the Dutch onesasml, the Chinese market contributed 46% of its revenueAmerican companylrcxwithklacIt contributed 48% and 43% of revenue, respectively. Throughout the third quarter, China imported from abroadSemiconductorsThe amount of equipment reached 63.4 billion yuan, a year-on-year increase of nearly 100%, while the amount of equipment imported from Japan showed a downward trend and has declined for 11 consecutive months.
It is clear that China is gradually abandoning Japan'sSemiconductorsEquipment. On the one hand, it is because Japan's ban is stricter for below 40 nanometersChipsComprehensive restrictions were imposed;On the other hand, there are many equipment in the Netherlands and the United States that can replace Japanese equipment, and their bans are relatively relaxed, so why not buy from these countriesThe U.S. and the Netherlands are aggressively pushing homegrownChipsI produce it and try to improveChipsself-sufficiency rate, and take this opportunity to go crazy to China's ** equipment. asmlEven moreClever enough, obtaining a permit in advance, indicating its immersionLithography machineUntil 2023, it can be bought and sold freely, without restrictions, and is ready for large-scale sales. Only Japan, passively acting as an obedient little brother, was the most strict in enforcing the ban, and finally found itself really the target of the United States and the Netherlands.
Chinese chipsThe rapid rise of the industry clearly poses a huge threat to the United States and other countries. In order to protect its own interests and status, the United States has not only adopted a series of bans and suppressive measures against China, but has also organized cooperation with Japan, the Netherlands, and other countries in an attempt to contain it in an all-round wayChinese chipsSpace for industrial development.
However, reality has proved Japan's passivity and helplessness. Its draconian ban led to Japan'sChipsEquipment is gradually losing competitiveness in the Chinese market, and China has turned to buying equipment from countries such as the Netherlands and the United States, and has increased the scale of imports. This is both a manifestation of China's growing technological power and a counterattack to Japan's own policies.
As you can see from this, China'sChipsThe industry has ushered in huge development opportunities, but at the same time, it must also be recognizedChinese chipsThe independent innovation and development of the industry is still facing severe challenges. Only by further increasing investment, cultivating talents, improving R&D capabilities and strengthening cooperation can we be globalChipsAchieve greater advantages and voice in the industry. At the same time, it is also necessary to clarify its own strategic positioning, strengthen the guidance and cultivation of domestic market demand, and improve the integrity and stability of the industrial chain.
In short,Chipsindustry asDigital economyThe core driving force of its development for a countryEconomyAnd safety is paramount. China inChipsIn the process of industrial development, it has encountered obstruction and encirclement by the United States, Japan, the Netherlands and other countries, but with the support of huge market demand and technical strength, China still maintains a good momentum of development. Fight inChipsTo gain a greater voice in the industry, we need the joint efforts and support of the state, enterprises and academia. Chinese chipsThe rise of the industry will be for ChinaEconomyTransformation and upgrading provide new impetus and opportunities.