Foreign media said that the Huawei chip incident has completely become a big one
The U.S. restricts chip and semiconductor companies from shipping products to Huawei, initially thinking that this would happen.
But the United States is not done yet, not only restricting the shipment of high-performance chips by TSMC and others, but also signing a tripartite agreement to further restrict the shipment of semiconductor equipment.
The contents of the tripartite agreement have been made public, restricting the shipment of 23 semiconductor products such as photopolymers and chemical mechanical polishing equipment to Japan, and it will be officially implemented in mid-July.
In addition, from September 1, the Netherlands will also restrict the shipment of traditional DUV lithography machines, mainly late-stage models such as the 2000i.
The globalization of the integrated circuit industry chain has been a long time, Japan's semiconductor equipment occupies most of the global market, Samsung Lee Jae-yong has personally gone to Japan to negotiate semiconductor products, is expected to occupy more than 40% of the domestic market, with an income of more than 70 billion yuan.
Among the subsequent DUV lithography models such as 2000i, the EUV lithography machine is a transitional product, and when the chip process can be reduced to 5 nanometers, the EUV lithography machine cannot be shipped, and the 2000i and other DUV lithography models are the main models purchased by domestic manufacturers.
According to the data, 20% of ASML's undelivered orders come from domestic.
The tripartite agreement not only restricts shipments of 23 semiconductor products from Japan, but also restricts shipments of traditional DUV lithography machines from the Netherlands, which will also affect 20% of ASML's orders in the Netherlands.
In this regard, foreign media said that the Huawei chip incident was a major event, and put forward the following points.
First, the U.S. has been revising chip rules and restricting shipments, leading to Micron being investigated, but the U.S. still says it has no right to occupy the markets vacated by Samsung and SK hynix if they are banned.
As a result, Micron was banned.
The United States also signed a tripartite agreement to restrict the shipment of semiconductor equipment, that is, core equipment, by Japan and the Netherlands, and after the deadline was announced, raw materials such as germanium and gallium were also banned.
According to people familiar with the matter, these measures are not only these, if the United States continues to restrict semiconductor products such as chips, these measures will appear one by one.
Second, the U.S. continues to limit shipments, which means that large U.S. companies are too much to bear, Intel, Micron and other companies have lost more than $2 billion, and NVIDIA said that limiting shipments is like our hands are tied and we can't ship more products.
The key is that domestic manufacturers have reduced chip imports on a large scale, and it is expected to decrease by more than 50 billion in the first half of this year, resulting in a serious de facto inventory with the United States as the main body, and orders have been reduced.
In contrast, domestic manufacturers such as Huawei have continued to make progress and achieved 1The localization of 30,000 components and more than 4,000 circuit boards has realized the localization of EDA tools above 14 nanometers, and the proportion of US dollar devices in 5G equipment has dropped to 1%.
SMIC's chip manufacturing technology is also improving, with the 14nm process yield reaching the world's leading level, and the extent of derasterization is not large.
It is reported that in the next 12 months, domestic manufacturers will fully reach 7nm tape-out outside the United States.
Finally, the United States restricts shipments, but it has shot itself in the foot, major companies in the United States have the idea of shipping, Qualcomm said that it will continue to ship 4G chips and other products, and NVIDIA will replace them with special chips.
The United States has authorized TSMC, Samsung and other companies to continue to expand domestic factories and update processes.
There are even reports that the United States has proposed the so-called chip unlocking conditions, which will also allow all chip semiconductor companies to ship, which of course has to have a certain significance.
However, Huawei has made a comprehensive break with other domestic manufacturers, and Huawei Meng Wanzhou even said that Huawei insists on stubbornness, and its R&D investment in 2023 will be higher, which will not be affected by revenue and profits.
That's why foreign media will say that the Huawei chip incident is a complete oolong. If you agree, please like, don't be stingy to leave a message to like and share.