Biden is restless!China censored the U.S. chip giant, and the first shot was fired in the line of counterfire
The current global semiconductor wafer market is comparable"Huashan on the sword", from the wafer giants gradually evolved into between China and the United States"Core Wars", the rest of the countries or companies will either lose or choose to take sides!
Since the United States was forced to change the chip rules, it began to clean up Huawei's technology chips, and with the continuous escalation of restrictions, there is now a technical blockade of the entire Chinese semiconductor field. In 2023, the United States announced that it would completely cut off the cooperation between American companies and Huawei, and with the official announcement of the opening of Sino-US chips in 2023"Gambling"A new chapter.
Some time ago, as the Netherlands and Japan successively announced regulations restricting the export of semiconductor-related technologies and equipment, between China and the United States"Core Wars"Fundamental changes began to take place. For example, in the field of Sino-US wafers,"Huashan on the sword"It has always been the United States that has made a move, and China has quietly defused it"Ignore"。Perhaps, in the eyes of many industry experts, in the face of the United States' moves, China's semiconductor field started late, and it can only fight hard, but it is powerless to fight back, is this really the case?
In fact, China has always treated all countries with the attitude of a great country, seeking common development and common prosperity. Although China's economy and science and technology have developed rapidly after the reform and opening up, and even ranked first in the world in many key fields, we have not used this to intimidate any country. Having a mind does not mean that there is no temper, and my country will be unbearable for the provocation of the United States and the suppression of technology companies such as China's Huawei!
In response to the tightening of restrictions by the United States in the field of semiconductor silicon wafers, China officially announced the revision of the export restriction catalogue to include important raw materials and basic technologies such as rare earths and photovoltaic equipment in the scope of export restrictions. These raw materials and technologies are both scarce in the United States, so the United States has been rushing to them for some time.
However, the United States imperialism is determined to contain China's semiconductor field, and some time ago began to behave again, first wooing Japan and the Netherlands to reach a tripartite agreement in an attempt to cut off the import of China's lithography core equipment and technology. Subsequently, Loongson Zhongke and other companies were blacklisted, which can be said to be the heart of my chip is dead but not stiff!
In response to this unscrupulous practice of the United States, China has completely ceased to tolerate it on the day Japan announced the restriction of chip exports. China has officially confronted the American chip giant Micron by conducting a cybersecurity review of all its products sold in China.
You must know that when the United States took action against a Chinese technology company in 2019, Micron was one of the first companies to respond, and it can be said that China's counter-sanctions this time are targeted.
Our country has never fought unprepared"Battle", since Micron is going to be chosen this time, it must have already mastered the evidence of its illegality. In addition, some people believe that China dares to do something to Micron because it is the two memory chips DRAM and NandflSAH that have made great progress, which can be supplemented by Micron's alternatives, but the author prefers the former.
As some Americans** said: China's censorship of Micron at this time is likely to have exposed Micron's problems. If it is confirmed, it will be the end of Micron, because the current global supply of memory chips has exceeded demand, not to mention that Micron and Samsung's SK hynix are in front, if the loss of China's market share is realized, then Micron's situation can be imagined.
Over the years, due to China's technological leadership in the field of semiconductor chips, especially in the field of high-end chips, the United States has often taken measures against China. In this regard, China has changed its development strategy in the field of wafers, giving priority to the development of 28 nanometers and above integrity wafers, which basically meets about 70% of domestic wafer demand, so the United States has spared no effort in sanctioning China's high-end wafer field, and it has not caused much impact.
On the contrary, the U.S. semiconductor wafer industry has suffered a huge backlash, and since 2022, the global market value of U.S. wafer companies has evaporated by more than $2 trillion. As a result, a series of large-scale layoffs have begun, and since last year, the cumulative number of layoffs has exceeded 200,000. And now we analyze that Micron will inevitably bring new pressure to American integrated circuit companies, and may once again detonate the wave of layoffs in American companies, and Biden will inevitably be uneasy in the face of large-scale layoffs!
Through China's announcement of the United States, it can be seen that China is not powerless to fight back against the sanctions imposed by the United States. At first, we didn't want to have a general understanding, but for the American"Rogues"behavior, when our country attacks, American companies are not able to withstand it.
From rare earths, restrictions on the export of photovoltaic technology to the review of American lighting some time ago, it can be seen that every attack in China requires the United States to achieve the above pain points!Speaking of which, the development of scientific and technological globalization has become an inevitable trend, and whether it is science and technology, technology or economy, it has formed a mutually beneficial coexistence situation. The United States' practice of sabotaging the global ** chain will ultimately damage the enemy by 800 and lose 1,000 by itself, and it will be lifting a stone to shoot itself in the foot.
In fact, American giants such as Nvidia, Intel, and Qualcomm have long been dissatisfied with the wafer ban. Whenever the United States increases restrictions, major American giants try to circumvent the ban and export to Chinese companies to protect their income in the Chinese mainland market, which shows that Qualcomm and other American companies have become inseparable from the Chinese market.
China's censorship of Micron is undoubtedly the first step in a countermeasure, and this may only be the beginning of the countermeasures, and perhaps more American tech giants will be arrested soon"Roll call"。This is also a positive message for the United States: China is no longer the China it used to be as it used to be. In this regard, some foreign media said: This is because the United States is taking things more seriously.
Of course, the rise of the domestic semiconductor field cannot rely on the countermeasures of the core enterprises in the United States, only by continuing to adhere to independent research and development, with our diligent hands and wisdom to overcome the core technology in key areas, so that the core technology can truly come from our own land in China"Grow up", in order to really let us rise in the field of semiconductors!The way is to continue to insist on independent research and development. Our country is firing the first shot of countermeasures, what do you think?