Recently,InternationalFamousLithography machineProducer ASML announced on the high end of ChinaLithography machineThe order was interrupted, and the U.S. policy of requesting the cessation of export controls to China was implemented ahead of schedule. This move has attracted widespread attention, and the British media "Financial Times" pointed out in a report that the reason why the United States asked ASML to stop high-end to ChinaLithography machine, in fact, to prevent China from increasing the number of orders at the last minute. And the former US ambassador to ChinaGary LockeIn an interview, he frankly said that the United States does not want China to be able to design and manufacture its own advancedChips。This makes one wonder what is the real motive of the United States
Gary LockeHe said that this move by the United States is to prevent China from becoming advancedChipsUsed for:MilitaryThe purpose to ensure the United States' *** However, the rhetoric is not new. Last year, U.S. Secretary of Commerce Raimondo also repeatedly expressed his interest in ChinaChipsbreakthrough concerns and said it would take the strongest possible restrictive action. This series of remarks and measures shows that the United States has a negative attitude towards ChinaChipsThe purpose of the blockade is not just for the sake of so-called *** considerations.
Actually, AmericanChipsThe blockade has exposed their strategic intentions. Due to the certain achievements of Sino-US cooperation over the past few decades, the United StatesTechnologyEnterprises have also opened up to China to a great extent, andTrump** The regulation and overturning of cooperation measures after coming to power have dramatically changed this situation. Therefore, it can be deduced that the United States is interested in ChinaChipsThe real motive for the blockade is not to want China to be able toChipsfield to make breakthroughs, thus maintaining itself globallyTechnologyDominance in the competition.
Jensen Huang,Nvidiaof CEOs, to the United States, to ChinaChipsThe lockdown policy gives its own point of view. He believes that the United States has implemented this policy because they want China to always use what they produceChips。China, as a huge market, if it can continue to rely on American imports without trying to produce itselfChips, which is undoubtedly in the interests of the United States. However, once China began to explore and experiment with its own productionChips, the United States will feel that its position is threatened, and would rather sacrifice a part of the Chinese market. Huang further said that such persecution is better than maintaining the status quo, as it will only spur China to increase itSemiconductorsfieldInvestmentsto accelerate the pace of technological development and independent innovation.
The United States against ChinaChipsThe blockade is undoubtedly to ChinaSemiconductorsThe industry has brought with it huge impacts and challenges. On the one hand, the blockade has made China advancedChipsDesign and manufacturing are constrained to reach their full potential. On the other hand, the lockdown has also forced China to step up its efforts to innovate independently in order to reduce importsChipsdependence. This is both a challenge and an opportunity for China.
First of all, AmericanChipsThe blockade has forced China to speed up the pace of independent innovation and increase itTechnologyR&D efforts. China has no choice but to speed up the transformation from cutting-edge technology to industrialization and promote the improvement of independent innovation capabilities. This will promote China's inSemiconductorsTechnological advancements in the field are expected to lead to breakthroughs in the coming years.
Second, the blockade has also prompted China to presenceChipsFind alternatives in the industrial chain. Chinese technology companies began to actively cooperate with other countriesChipsproducers cooperate, or look for new onesChainPartners. At the same time, China has stepped up its efforts to localizeSemiconductorsThe support of the industry encourages the development of the local areaChipsDesign and manufacturing enterprises, promotingSemiconductorsThe all-round development of the industry.
Again, the United States against ChinaChipsThe blockade has also forced China to accelerate its advanceChipsThe process of localization of the industry. China** has introduced a series of policies to encourage local enterprisesInvestmentsR&D, cultivate talents, and improve technical level. At the same time, China has also stepped upInvestmentsStrength, constructionChipsManufacturing base and R&D center to enhance themselves globallyChipsDiscourse and competitiveness in the industry.
Despite the AmericanChipsBlockade of ChinaSemiconductorsThe industry has had a certain impact, but China'sSemiconductorsThe momentum of industrial development is still strong. According to the data, China'sSemiconductorsThe industry has continued to maintain rapid growth in the past few years, with an average annual growth rate of more than 20%. At the same time, ChinaSemiconductorsMarket sizeIt also ranks second in the world, after the United States.
China inSemiconductorsSome important breakthroughs have been made in the field, such as domestic productionChipsLoongson, Cambrian and so on. In addition, China is inChipsSome progress has also been made in design, packaging and testing, packaging and other links, and gradually out of the low-end industrial chain and towards the mid-to-high-end industrial chain.
China** is also paying close attentionSemiconductorsindustry development, and the introduction of a series of supporting policies. For example, the national manufacturing power strategyIntegrated circuitsThe establishment of the leading group for industrial development is all in ChinaSemiconductorsThe development of the industry has provided strong support and guarantee.
In general, despite the US blockade of ChinaChipsaction to ChinaSemiconductorsThe industry has brought certain challenges, but China has a strong market and the support of the world, and the development potential is huge. China has been increasing its efforts to innovate independentlySemiconductorsThe localization process of the industry is expected to be in the near futureChipsIt has made major breakthroughs in the field and competed side by side with developed countries such as the United States.
In the face of the United States against ChinaChipsAs a result of the blockade, China should not only intensify its efforts in independent innovation and improve its technological level, but also strengthen cooperation with other countries with an open mind. TechnologyInnovation itself is a global cause of cooperation, and no country is immune to this area. Only through openness and cooperation can we achieve common development and upgrading.
At the same time, China should accelerate its progressSemiconductorsThe process of localization of the industry, reducing the importsChipsdependence. This will not only ensure the security of the country, but also promote the wholeSemiconductorsThe development of the industry for ChinaTechnologyGoing to the world provides stronger support.
Finally, the Chinese oneSemiconductorsThe industry needs to cultivate more talent. Only with talents can we promote the progress of technology and the development of innovation. Therefore, China should increase its efforts to:Educationsupport, cultivate more haveInternationalCompetitiveSemiconductorsTalent, for ChinaSemiconductorsLay a solid foundation for the future development of the industry.
All in all, the United States against ChinaChipsThe blockade is undoubtedly to ChinaSemiconductorsThe industry has brought certain difficulties, but it has also prompted China to accelerate the pace of independent innovation and strengthen the development of domestic industries. China should not only increase its efforts in technological research and development and innovation, but also actively seek itInternationalCooperation, strengthen personnel training, promoteSemiconductorsThe process of localization of the industry. It is only through these efforts that we can be globalSemiconductorsAchieve greater competitive advantage in the industry and achieve more sustainable and stable development.