Title:
Chip rush war!The United States is banning sales, but the Netherlands is showing a "trick" to China, what should we do now?
Recently, the war in international relations has been ignited again, and the United States has not only tightened the strings of chip exports to China, but also united allies around the world to try to launch a comprehensive blockade of China's semiconductor industry. This series of measures makes people wonder how we should face the technology field
The United States wields its own sword: the anxiety and counterattack behind it.
U.S. Secretary of Commerce Raimondo made remarks, saying that the United States is communicating with Nvidia about China's ** artificial intelligence chips. However, this is not a simple business exchange, but an emergency response. In the context of the United States continuously strengthening export controls on chips to China, the market share of its chip companies has declined rapidly in China, which makes Raimondo impatient.
At this time, in order to maintain their market share in China, Nvidia and other American chip companies did not hesitate to develop new products to bypass US sanctions and continue to export to China. This is also the reason behind Raimondo's communication with NVIDIA. However, why have Chinese companies been able to make major breakthroughs in chip manufacturing technology?The factors behind this are thought-provoking.
The battle for chips: an extension of the Sino-US war.
The United States** is trying to tighten chip export controls to China, and the interests of its own and allied companies are victims of provoking a technology war against China. In this context, the relationship between China and the United States has become more complicated, and Biden's export restrictions seem to have muddied the entire international relationship.
However, it is worth noting that the United States is not alone, and has also roped in allies such as Japan, South Korea and the Netherlands to try to bring China's semiconductor industry back to the pre-liberation period by holding together export controls on semiconductor products, production equipment and raw materials. However, it remains to be seen whether this plan will work.
Dutch lithography machine: the power of counterattack.
In this battle for semiconductors, the Netherlands has shown a different stance. Although the Netherlands** has participated in the US export control camp for China's chip-making equipment, the Dutch lithography giant ASML seems to be unimpressed. According to the data, in the second quarter of this year, the number of lithography machines exported by ASML to China reached 27, showing a counterattack force.
The Netherlands** previously signed a tripartite agreement with the United States and Japan in an attempt to restrict exports of products such as chip manufacturing equipment and raw materials to China, such as lithography machines. However, as China's semiconductor industry continues to make breakthroughs in chip manufacturing and lithography machine research and development, ASML sees the market trend, is no longer subject to export restrictions, and boldly delivers lithography machines to Chinese companies.
This counterattack has forced the United States and its allies to continue to export related products and equipment to China in violation of sanctions rules. After all, China, as the world's largest chip consumer market, is inseparable from the Chinese market for chip companies in the United States and South Korea, as well as lithography machine companies in the Netherlands.
Policy consequences and far-reaching implications.
However, the U.S.**'s move to restrict chip exports to China could lead to losses for more than just the companies of the country and its allies. Nvidia executives said the move to restrict the supply of chips to China is tantamount to tying the hands of American companies behind their backs. In the face of the rise of China's semiconductor companies, Biden's strategy will deprive the United States and its allies of more opportunities for development.
Chinese technology companies have not only broken away from their dependence on American chips in mobile phone and computer manufacturing, but also formed a certain exclusion effect on Nvidia and other American chip companies in the Chinese market. This has undoubtedly exacerbated the negative impact of the U.S.**'s export restrictions on China. In today's world, the development of science and technology is in full swing, and no country can pursue independent development in isolation, and win-win cooperation is the long-term solution.
Summary: The Battle of Wisdom.
This chip battle is a battle of wisdom, and China, as the rising player of global technology, is constantly moving towards the road of independent innovation. U.S. export restrictions are not only a suppression of China, but also a constraint on its own development. In the interweaving of international excellence, win-win cooperation is the real source of strength. Perhaps, countries should put aside their preconceptions and work together to promote the progress of science and technology, rather than politicizing it, and let wisdom become the common wealth of every country.