China and the United States are in a complete confrontation, the American Big Three have decided to abandon all illusions, and the situation is dangerous
Is there a full-scale war between China and the United States?The three leaders of the United States have spoken out together, and the people**: give up all delusions.
The United States is the world's most advanced technology power, not only with world-class chip design companies such as Qualcomm and Intel, but also through the world's most advanced chip foundries such as TSMC and Samsung, making the United States the world's most advanced chip manufacturer. However, even if the United States manufactures a large number of advanced chips, the American market cannot fully meet their needs, so export is the only way out for American chips and the semiconductor industry in the United States.
China is the world's largest supplier and consumer of electronic components, and it is also the main supplier in the United States, and China is the best choice for the United States in the future. However, for some reason, Biden's ** has been constantly revising the regulations of the semiconductor industry, trying to prevent China from surpassing China in high technology, and suppressing and restricting it like never before.
I have to say that Biden has been sitting in this position for a long time, and although there are some restrictions on China's semiconductor industry, everyone can see that with China's financial and human resources, it has become an easy thing to get rid of the US blockade. In stark contrast, the ban on high-end chips in China has caused a group of American chip manufacturers to lose the biggest piece of the cake, and they are complaining about it.
This is also why the three major US semiconductor companies jointly issued a statement strongly urging Biden to change his mind, but the US side refused to let go.
The US chip giant is eager to lift the blockade on China.
China has huge consumption and production needs, but China is a huge exporter, with an annual investment of up to 300 billion US dollars in integrated circuits. In addition, due to the rapid development of emerging technologies and industries such as 5G communications, artificial intelligence, and the Internet of Things, China's demand for integrated circuits, especially high-end integrated circuits, will continue to grow.
Even if it is sanctioned by the United States, China will be affected to some extent next year, but it will still be the largest exporter globally. Qualcomm, Intel, AMD, Nvidia and other companies have done a lot of business in China. But even so, due to the regulation of the semiconductor industry in the United States, it is difficult for them to increase their market share to a new level in a short period of time.
Huang Jenxun, the founder of Nvidia, once said that the blockade in the United States has made it impossible for Nvidia to develop in China, and it has also greatly limited Nvidia's income. What's more, many semiconductor companies in China have made technological breakthroughs in China, and low-end chips have also been replaced by domestic ones, leaving only some high-end chips.
At present, local companies led by Huawei have achieved domestic substitution in EDA technology and other aspects, while Huawei, Unisplendour, Nvidia and other American companies are also doing similar things, such as Loongson Zhongke, which has developed its own Loongarch structure, and Biqian technology is accelerating the development of GPUs. Some time ago, Huawei launched the Kirin 9000S5G Mate60 series, which made everyone realize that China can already produce 5GCPU.
The expansion of Chinese companies in China has made American companies feel a little uneasy, because their products do not sell much in China, and if domestic products can make great strides at home, then they will soon lose their position in the country. Therefore, they all called on the Biden administration to lift the chip blockade on China as soon as possible, so as not to hinder their ** exchanges with China.
The conspiracy of the United States is not over yet, and "The People" is right.
However, Biden** has imposed strict controls on China's semiconductor industry. U.S. Commerce Secretary Raimondo, who just returned from China in late August, said that the U.S. can continue to export to China, except for the top-tier ones, that is, the U.S. will still prevent China from acquiring advanced chips that destroy the country.
Considering that Raimondo is an important member of Biden**, its position can also reflect the future position of the United States on China's semiconductor field in a sense. The U.S. is only trying to prevent China's independent R&D in the relevant industries and maintain its technological leadership, but only to prevent China's development in its advanced chips.
The United States has relaxed the control of low-end chips, not to protect us, they just see that on the basis of our mastery of high-end chips, there is no point in continuing the blockade, it is better to let American chip manufacturers go to China to make a profit, and at the same time they can also fight with Chinese companies. Just like the people ** say, give up all your dreams and let the company develop its own products.
After all, these things cannot be exchanged for money, and the only thing we can do is to do it ourselves. Now, the United States, as one of the most advanced semiconductor industries in the world, has not completely loosened its grip on us, which means that we must rely on ourselves.