Japan announced the detailed rules for chip restrictions, and the dust of foreign media settled
In recent years, it can be said that the global chip market has been very lively, but many chip giants have suffered and thought angrily"Scolding the mother"γAll of this stems from the United States' ban on Huawei's chips, because Huawei has achieved a counterattack on the United States in many fields such as 5G technology and chip design, the United States has begun to develop the leading chip technology on Huawei in order to consolidate its position as a technological hegemon, and the development of China and the United States has become one"Core Wars"γ
From the very beginning"Wafer ban"to"Quadripartite Wafer Alliance", and then to the agreement reached by the United States, Japan, and the Netherlands some time ago, which can be described as ruthless. You know, in the world semiconductor equipment market, the United States, Japan and the Netherlands control more than 90% of the market share, because the three parties reached a restriction agreement. China's development in the field of semiconductors will be difficult, but it will only have to rely entirely on its own basic technology.
It is worth mentioning that not long ago, the Netherlands officially announced that it had joined the ranks of the United States in restricting China, officially restricting the export of the most advanced DUV lithography machine-related technology and equipment. Although ASML is urgent"High-end"The subdefinition issued a statement that the 1980di lithography machine can be exported normally, but it also has a great impact on the development of China's semiconductor lithography field.
Regarding Japan's delay in announcing the details of the restrictive measures, many industry experts speculate that the reason why Japan has been slow to join the United States in restricting China is that perhaps Japan can provide some help when China imports lithography machines, after all, Japan used to be the United States in the field of semiconductors"Scavengers"γ
However, what is really worrying is still to come, some time ago, the Japanese side officially announced the detailed rules of the restriction, and it is to directly restrict 23 items of equipment in six categories used in chip manufacturing. 3 pieces of cleaning equipment, 11 pieces of thin film deposition equipment, 1 piece of heat treatment equipment, 4 pieces of lithography equipment, as well as one piece of etching equipment and one piece of testing equipment, the restriction policy came into effect in July.
Although the Japanese side did not directly mention the relevant restrictions, manufacturers who need to export relevant equipment need to apply for export licenses. But according to Reuters, Japan is actually in"Work with the U.S. to reduce China's semiconductor wafer manufacturing capacity"γ
The measure will affect more than a dozen Japanese manufacturers, including Nikon and Tokyo Electron. While details have not yet been announced, the 14nm, 16nm and below etching machines used to make advanced chips will be affected. There is no doubt that China's semiconductor industry is targeted, but it is important to know that most of Nikon and Tokyo Electron's main products are exported to China, especially BOE Electronics, which derives 26% of its revenue from Chinese mainland. In this regard, a foreign ** agency said:"The tripartite agreement is basically settled!
However, we don't have to worry too much, because China has gradually begun to make efforts in terms of mature wafer manufacturing equipment, and Shanghai Microelectronics has previously achieved mass production of 90nm lithography machines. Some time ago, the news showed that the 28nm lithography machine has completed the technical certification, and the light source has also been matched, only the final customer certification stage is missing. Mass production is expected to begin this year.
It is worth noting that Harbin Institute of Technology has successfully developed a high-speed, high-precision laser interferometer, and has also made a technological breakthrough in EUV lithography laser light source. This is an important breakthrough in China's research and development in the field of lithography, you know, now the multi-technology has matured, and the use of DUV lithography technology can achieve 7 nanometers of advanced chip manufacturing process.
In response to Japan's restrictions on chewing gum, China also officially responded that the formation and development of the global chewing gum industry chain is the result of the combined effect of market rules and enterprise choices. Instrumentalizing economic, commercial, scientific and technological issues, and artificially destroying the stability of the global production chain, will only harm others and oneself.
In addition, in order to allow the United States to win over its allies and continue to increase restrictions on chips, China has also begun to fight back. The first priority is to restrict the export of rare earths in the raw materials for semiconductor chip manufacturing, as well as refining technology, photovoltaic technology, etc. On the day that Japan announced the detailed rules for chip restrictions, relevant departments in China began to take action.
According to news reports, the National Cyber Security Administration announced that it will implement a security review of Micron products sold in China in order to maintain network and infrastructure security. In this regard, many Chinese people applauded.
It is worth mentioning that even senior U.S. officials have said that China's investigation of Micron may be putting pressure on the United States and its allies, and such actions may become more frequent in the future.
As we all know, since China and the United States"Core Battle"Since the launch, the United States has added more than 600 Chinese companies to the Entity List. At the same time, restrictions on chips are increasing, and China can no longer tolerate the hegemonic behavior of the United States. Restricting the export of rare earths, the United States lightly opened an investigation, is to say to the United States and its allies: China is not the China of a hundred years ago, will not choose to blindly tolerate it, our countermeasures have officially begun!
You must know that the Chinese nation has never been afraid of being bullied by any power, and it is impossible for us to be subjugated by hegemony!