After the official announcement of Japan and the Netherlands, new news came from China, and foreign media said that the salary draw from the bottom of the kettle has become a reality
The United States once restricted chip shipments and unreasonably suppressed domestic manufacturers such as Huawei, but Huawei and domestic manufacturers have made comprehensive progress, which not only greatly reduced its dependence on products such as American chips, but also accelerated the development of domestic chip manufacturing technology.
As a result, the United States began to restrict the shipment of semiconductor equipment, and repeatedly pressured ASML to limit the scope of international shipments of conventional lithography machines, but ASML refused.
As a result, the U.S. pushed Japan and the Netherlands to sign a tripartite agreement aimed at restricting shipments of advanced semiconductor equipment.
After the signing of the tripartite agreement, the United States, Japan and the Netherlands did not announce the news, ASML took the lead in revealing the news that the agreement had been signed, and then the specific content of the tripartite agreement began to flow out.
Japan took the lead in announcing that it will restrict the export of 23 types of semiconductor equipment, mainly photopolymers, chemical mechanical polishing equipment, ion implantation equipment, vapor phase chemical vapor deposition equipment, etc., and will be implemented in mid-July.
Subsequently, the Netherlands also announced that it would cooperate with the United States to control the export of semiconductor-related equipment, mainly restricting the shipment of lithography machines of 2000i and later models.
These products are transitional products to EUV lithography technology, which can reduce the chip manufacturing process by up to 5 nanometers from September 1.
Despite this, both Japan and the Netherlands followed the lead of the United States in further restricting shipments of semiconductor equipment, with Japan extending the limit to 45 nanometers, but the Netherlands continued to ship the 1980 iDuv lithography model, which had a single** accuracy of 38 nanometers.
However, shortly after the official announcements of Japan and the Netherlands, there was new news from China that the export of gallium, germanium and other related products was controlled.
According to the data, China is one of the countries with the largest reserves and production of gallium metal and germanium metal in the world, and the gallium, germanium and other related products that are restricted from shipment this time mainly involve important compound semiconductor materials.
In addition, restricting the shipment of gallium, germanium and other products, subdivided into dozens of products such as gallium metal, gallium nitride, amphoteric germanium, and zone melt germanium ingots, will undoubtedly have a serious impact on the global semiconductor industry.
Taking gallium as an example, the United States has only 450,000 tons of gallium reserves, less than 1 40 of the country, while China has the highest production, with a global share of more than 90%.
In this regard, foreign countries have said that this is the bottom of the kettle, the United States, Japan, and the Netherlands signed an agreement to restrict the shipment of semiconductor equipment, etc., and the country should deal with important semiconductor materials.
The crux of the matter is that these restricted products are widely used in electronics, optical fiber communications, wafer semiconductors and other fields, just as gallium metal is an important material for semiconductors, and is also used in optical glass, radio equipment, ultraviolet lasers and other equipment.
In fact, China has always wanted to cooperate in the first place, rather than restricting the shipment of various semiconductor equipment or products.
Since the integrated circuit industry chain has long been globalized, ASML and TSMC agree that global cooperation will only further promote the development of semiconductor technology.
Obviously, the United States uses the tripartite agreement to restrict the shipment of semiconductor equipment, and domestic manufacturers such as Huawei are not afraid.
Because SMIC and other manufacturers have long been prepared, the 28nm precision lithography machine has passed the technical verification, and the Chinese Academy of Sciences is also moving towards more advanced light source technology.
Huawei has localized EDA tools of 14nm and above in China, and will fully verify them this year.
It is reported that in the next 12 months, the domestic industrial chain will reach the full process of non-US 7nm, which means that the domestic chip industry chain is advancing very fast.
Otherwise, the United States would not suddenly sign a tripartite agreement, and Zhang Zhongmou would not suddenly express his support for the United States against the reactionary Chinese chip war, which in disguise proves that Huawei and other domestic manufacturers have made breakthroughs.