A triangular perspective on China's "core" The thinking of a practitioner in the field of chips
Since entering the industry in 2010, I have witnessed the rapid development of wafer manufacturing technology in China, and I have also felt the various challenges and opportunities brought about by technological progress.
Especially in recent years, the United States has imposed a technical blockade on China's wafer industry, and as a professional in the field of wafer manufacturing, I have an in-depth understanding and experience of China's wafer manufacturing technology.
First of all, I think China's integrated circuit technology has indeed made significant progress, at least in the low-end fields with the largest market demand, it can basically be self-produced and self-used.
Low-end wafers typically refer to wafers that are manufactured at 28 nanometers or higher. Today, the global wafer industry is moving towards more advanced processes, such as 3nm and 2nm.
However, the market demand for low-end chips is still high, especially in the consumer electronics and Internet of Things (IoT) sectors.
In China, the manufacturing capacity of low-end chips is gradually improving, and some companies have begun to invest in the construction of more advanced low-end chip production lines, including chip foundry TSMC, which has also increased the production capacity of 28-nanometer chips.
With the improvement of the degree of informatization in all walks of life, the global wafer market is expanding rapidly, and China has become the world's largest semiconductor wafer market without exception.
With the continuous efforts and innovation of domestic blade manufacturing enterprises, we have kept pace with the international advanced level and are in a leading position in some fields such as blade design.
Similarly, in the field of memory, China has successfully developed memory wafer manufacturing technology, breaking the monopoly of foreign technology dominated by Europe and the United States, and laying a solid foundation for the development of the national memory industry.
However, we must also recognize that there are still many challenges to China's wafer fabrication technology.
First, research and technology development capacity still needs to be improved. Although we have achieved some results, we still need to continue to strengthen research and technology development to make greater progress in the field of high-end ferrule.
Secondly, the higher production cost has affected the competitiveness of domestic chip companies. Although the production efficiency of domestic chip companies continues to improve, the production cost is still high compared with foreign companies, and it is necessary to optimize and improve raw materials, equipment and processes.
Finally, talent training is also an important optimization issue for the development of wafer manufacturing technology in China, and it is necessary to strengthen talent training, improve the treatment of scientific research personnel, and pay attention to the effective role of professional and technical personnel in key positions.
Overall, I am optimistic about the future development of China's wafer fabrication technology, and I am also firmly optimistic about the development prospects of China's wafer market, in terms of the three areas that are currently emerging:
The first is the rapid advancement of localized substitution.
China is promoting the localization of wafer substitution, which will provide more market opportunities and policy support for mainland wafer manufacturing enterprises, and will also promote the overall development of China's wafer industry.
According to the statistics released by the General Administration of Customs of China in July, a total of 2,277700 million tokens, down 185%。
It is undeniable that there is the impact of chip restrictions, but the most critical thing is actually the credit substitution of domestic chips, and the reality is that the delivery of domestic chips is much better than that of imported chips.
The second is the application of artificial intelligence technology.
The application of artificial intelligence technology is closely related to chips. Chips are an important part of artificial intelligence technology, providing powerful computing and storage capabilities for intelligent applications.
With the continuous development of artificial intelligence technology, the application scope of smart chips is also expanding, including smart home, smart manufacturing, smart medical, smart transportation and other fields.
China is expanding the application of artificial intelligence, which will also promote the development of chip manufacturing technology.
Finally, the industrialization of new technologies such as 5G.
It is worth mentioning that Huawei has launched the Pangu model 30, among which 5G technology is deeply used in all walks of life, including government affairs, railways, energy development, ports, medical education, meteorology, research and development and other application scenarios.
Industrial production is growing and growing, and as its name suggests, Pangea's groundbreaking spirit is reshaping all walks of life. New technologies and applications continue to overcome existing technical bottlenecks to create more advanced, more convenient and safer products and services.
5G technology is the core of future information technology, and chips are one of the keys to 5G communication technology. As a leader in 5G technology, China will face huge market opportunities and drive the development of chip manufacturing technology.
Personally, I deeply feel that the development of wafer manufacturing technology in China is inseparable from the efforts and dedication of all professionals.
As professionals, not for personal fulfillment, but for the feelings of family and country, we must continue to learn and innovate, improve our skills and professional quality, and make a modest contribution to the development of China's wafer manufacturing technology.
At the same time, I also hope that mainland tablet manufacturers can strengthen cooperation and innovation, put an end to internal friction, pay more attention to breakthroughs, improve technical level and market competitiveness, and promote China's tablet industry to become bigger and stronger.
Finally, I would like to say that China's chip manufacturing technology has made remarkable achievements, from smartphones and TVs to automobiles, medical and industrial controls.
Although there are some temporary pressures, the crisis is an opportunity. As a professional, I am firmly bullish on China"core"The rise of China's science and technology industry is optimistic.