Since the United StatesHuaweiSince the launch of the lockdown operation,HuaweiI have been trying to be self-reliant. After almost 4 years,HuaweiFinally, it successfully broke through the restrictions set by the United States and launched a series of domestic Kirin chips, and under its bannerMobile phonesLarge-scale application in products. This breakthrough made the United States and Western countries feel incredulous and begin an investigationHuaweitechnology**. withHuaweiWith the success of Kirin chips, the United States quickly changed its policy towards China and continued to blockade China in the advancedSemiconductorsfield and limited the export of AI chips to China. In addition, under the influence of the United States,asmlThe company launched 2 nanometersLithography machinePriorityIntel**, not TSMC. Faced with a choice between handing over technical secrets and delaying the construction of the factory, TSMC has gradually become the object of abandonment by the United States. The United States matured by dumpingSemiconductorsproducts, trying to undermine ChinaSemiconductorsIndustrial chain. Samsungand SKHynixA "permanent exemption" has been granted to export to China without restrictionsMemory chips。This is important for ChinaYMTCAnd Changxin storage is a serious blow, becauseSamsungwithHynixAs a veteran storage company, it has certain advantages in technology and cost. Althoughasmlof the high-endDUV lithography machineStill embargoed, but mid-rangenxt:2050iwithnxt:2100iBut there are no restrictions. However, at the beginning of 2024, the United States directly revokedasmlof licenses,asmlCEO Winnink said that this will at least affectasml15% of sales. What is the purpose of the ban again after the United States lifts the ban?Personally, I think that the United States may have discovered or doubted itHuaweiThe return of the Kirin chip withasmlofLithography machineRelate. According to the theory,nxt:2100inxt:2050i, NXT:2000i and NXT:1980DIImmersion lithography machineThe highest process can reach 7 nanometers, which requires multiple ** to achieve, which is technically difficult and has a low yield rate. Therefore, in general, higher accuracy can only be obtained if it is not possibleLithography machineAnd when advanced process chips are urgently needed, the mid-range will be usedDUV lithography machineto make advanced chips. And that's exactly what it isHuaweiThe situation that we are facing now, so this is probably the real reason why the US has lifted the ban and blocked it!Still, we don't need to worry too much, according toasmlIn 2023, the prepayment to mainland customers has been basically completedImmersion lithography machineOrders. This means that even if the supply is cut off, we should not worry about it in the short termImmersion lithography machineInsufficient issues. As suchRen ZhengfeiIt is said that China is no longer the China of the past hundred years, and we will not succumb to pressure from the outside world (the United States).Lithography machineGone are the days when it was impossible to threaten a country. The United States does not have much influence on our behavior at the moment, on the contrary, such behavior only harms itself.
After nearly 4 years of blockade and suppression,HuaweiFinally, it successfully broke the game, not only developed high-performance chips such as Kirin 9000s and Kirin 8000, but also announced that these chips would be applied on a large scaleHuaweimateseries,novaseries, etcMobile phonesproducts. This breakthrough marked:HuaweiIt has successfully broken through the network set up by the United States and achieved the goal of independent research and development and production of chips. HuaweiThis breakthrough shocked and unacceptable to the United States and Western countries, as they have always believedHuaweiIf they are unable to independently develop chips, they will inevitably be subject to their technological blockade.
HuaweiThe move to continuously release the Kirin series of chips has made people interested in ChinaSemiconductorsThe industry is full of confidence. The Kirin 9000s is a high-end chip that uses TSMC's 6nmProcess technology, with powerful performance and low power consumption. The Kirin 8000 is a mid-to-high-end chip that uses 7nmProcess technologywhile balancing performance and power consumption. The introduction of these chips has not only improvedHuaweiMobile phonesThe competitiveness of products has also promoted ChinaSemiconductorsThe development of the industry. Through independent R&D and production of chips,HuaweiIt not only achieves autonomy and control, but also effectively avoids the risk of being subject to other countries.
AlthoughHuaweiIt has successfully broken through the restrictions of the United States on its chip technology, but the United States has not given up on ChinaSemiconductorsSuppression of the industry. The United States is inHuaweiAfter the lockdown was lifted, the blockade of China began to continueSemiconductorsfield and limited the export of artificial intelligence chips to China. This move is partly motivated by ChinaSemiconductorsFear and unease about the rise of the industry.
The U.S. move is mainly aimed at China's advanced developmentSemiconductorsThe development of the field is limited. They are trying to prevent China from becoming technologically self-reliant through independent innovation and development. One of the obvious examples is:asmlThe company launched 2 nanometersLithography machinePriorityIntel**, not TSMC. This is a huge blow to TSMC becauseLithography machineYesSemiconductorsIndispensable equipment in the production process, any pairLithography machineThe restrictions will directly affect TSMC's production capacity and competitiveness.
In addition to targetingLithography machineThe United States is also trying to restrict China in other waysSemiconductorsIndustry. For example, the United States forces the globeMemory chipsEnterprises are "permanently exempt" from export restrictions, so that:Samsungand SKHynixand other companies can export to China without restrictionsMemory chips。This is important for ChinaYMTCAnd Changxin storage is a serious challenge, because:SamsungwithHynixAs a veteran storage company, it has certain advantages in technology and cost. This dumping is against ChinaSemiconductorsThe development of the industry is very unfavorable, but the United States continues to push it.
asmlThe company is the largest in the worldLithography machineOne of the manufacturers with its unique immersion lithography technologySemiconductorsThe industry has an important position. However,asmlof the high-endDUV lithography machineAt the request of the United States, it is still unable to enter the Chinese market. Despite the mid-rangenxt:2050iwithnxt:2100ietcLithography machineNot restricted, but they do not meet China's demand for higher accuracyLithography machineneeds.
However, what is puzzling is that at the beginning of 2024, the United States will not only lift the banasmlofLithography machine, and banned it again. This has sparked speculation about the intentions of the United States. Personally, I think that it may be the United States that discovered or suspected itHuaweiKirin chips return withasmlofLithography machineRelate. According to the theory,asmlofImmersion lithography machineThe highest process of 7 nanometers can be reached, but it requires multiple ** to achieve, which is technically difficult and costly. In general, higher precision can only be obtained if it is not possibleLithography machineAnd when advanced process chips are urgently needed, the mid-range will be usedLithography machine。WhileHuaweiThis is the case right now, so it is possible that the United States has lifted and banned the ban for this very reasonasmlLithography machine
However, we don't need to worry too much, because according toasmlIn 2023, the prepayment to mainland customers has been basically completedImmersion lithography machineOrders. This means that even if the supply is cut off, we should not worry about it in the short termImmersion lithography machineInsufficient issues. Ren ZhengfeiZeng firmly said that we are not afraid of pressure from the outside world, and China is no longer the China of the past hundred yearsLithography machineGone are the days when it was impossible to threaten a country. The United States does not have much influence on our behavior at the moment, on the contrary, such behavior only harms its own interests.
HuaweiSuccessfully broke through the blockade of the United States and launched a series of domestic Kirin chips, realizing technological independence and independent controllability. However, the United States has not given up on ChinaSemiconductorsThe repression of the industry continues to limit China's ability to be advancedSemiconductorsfield and limited the export of AI chips to China. In addition, the United States matured by dumpingSemiconductorsproducts, trying to undermine ChinaSemiconductorsIndustrial chain. asmlcompanyLithography machineAlso restricted, albeit mid-rangeLithography machineNot restricted, but high-endLithography machineStill unable to enter the Chinese market. However, after the U.S. lifted the ban, it was bannedasmlLithography machine, probably because of the discovery or suspicion of the United StatesHuaweiThe return of the Kirin chip withasmlofLithography machineRelate. However, China has already made important breakthroughs through independent research and development and production of chips, which will not be affected much in the short term. At the same time, such actions can only harm the interests of the United States itself. Therefore, China should not be overly concerned and should move forward firmlySemiconductorsThe development of the industry, strengthen independent innovation and technology research and development.