Ren ZhengfeiIt has been pointed out that China has the ability to design the world's top onesChipsIt's just that due to the lack of corresponding manufacturing technology and equipment, domestic enterprises can't really make suchChips。However, in recent years, China'sSemiconductorsThe industry has made great progressHuaweiofKirin9000sChipsThe appearance of this is a clear proof of this. However, due to the AmericanChipsBlockade, Chinese companies are facing high-end manufacturingChipsresistance. Hence, elevateChipsManufacturing process for ChinaSemiconductorsBusinesses are crucial.
However, there was one news that surprised everyone, namelyasmlThe company will launch the 2NMEuv next yearLithography machine。This oneLithography machineThe production capacity is 10 units, of which 6 units have beenIntelBooking. This is a milestone breakthrough for the United States, which means that the United States is expected to achieve a significant impact on TSMCSamsungand other enterprises beyond, and in the high-endChipsLocalization of manufacturing. However, due to the consistent lockdown strategy of the United States,asmlof 2nmeuvLithography machineIt is likely that the Chinese market will not be accessible in the coming years, which will widen the gap between domestic tech companies and the United States and Western countries. Therefore, China needs to work hard to overcome the constraintsChipsManufacturing equipment bottlenecks to really break AmericanChipsBlockade.
In recent years, China has vigorously promotedSemiconductorsThe development of the industry has invested a lot of money in constructionSemiconductorsinfrastructure, and a series of preferential policies have been implemented. Under the call of **, a large number of emerging ones have emerged in ChinaSemiconductorsenterprise to achieve".China ChipThe rise. However, statistics show that in 2023 alone, China has a staggering 1090,000SemiconductorsBusinesses disappear, most of which are just start-ups.
The rapid establishment and rapid collapse of these companies has raised questions that they exist only to defraud the relevant subsidies. The actions of these companies have not only seriously harmed".China ChipThe image of the image is also on the wholeSemiconductorsThe industry has had a negative impact. Therefore, we must be vigilant against these "moth-eaten" enterprises, and protect and support those who really do practical things and promoteSemiconductorsTechnological development of enterprises, such as:HuaweiSMICWait.
China ChipThe rise is inseparableHuaweiSMICand other companies that really do practical things. HuaweiofKirin9000sChipsThe performance is already comparable to Qualcomm's XiaoDragon 8Chips, indicating that China has the ability to manufacture 7nmChips。However, we must admit that no matter how well the optimization is done, 7nmChipsThe performance is absolutely not comparable to 3nm and 5nmChipsCompared with. ElevateChipsThe manufacturing process is forSMICand so onSemiconductorsThere is an imminent urgency for businesses.
asmlof 2nmeuvLithography machineIt is undoubtedly a huge technological breakthrough that will bring a huge competitive advantage to American businesses. However, due to the long-standing blockade strategy of the United States, this oneLithography machineIt may not be possible to enter the Chinese market in the next few years. Therefore, China must strengthen independent research and development to conquer itLithography machineand other technical difficulties of key equipment to achieveChipsFull autonomy in manufacturing.
In the long run, ChinaSemiconductorsThe development potential of the industry is huge. China has a hugeMarket sizeand talent pool, in artificial intelligenceInternet of Thingsand 5G. As long as we insist on independent innovation and strengthen technological research, China will definitely be able toSemiconductorsAchieve breakthroughs and leading in the field.
In the current globalSemiconductorsIn the context of fierce industrial competition, China is facing huge challenges and opportunities. ChipsThe improvement of manufacturing process is an important part of China's independent manufacturing, and it is necessary to strengthen independent research and development and overcome key equipment bottlenecks. At the same time, we must also be vigilant against those "moth" enterprises, and protect and support those who are really doingChina ChipContribute to the development of the enterprise.
China ChipThere is still a long way to go, but we have enough strength and confidence to meet the challenge. By insisting on independent innovation and strengthening cooperation and exchanges, China will surely become a global leaderSemiconductorsA key player and leader in the industry. Let's work together and pushChina ChipThrive!