China once again announced that Meixin also has today, and foreign media pay attention to new trends

Mondo Finance Updated on 2024-01-30

China once again announced that Meixin also has today, and foreign media pay attention to new trends

As we all know, in recent years, the United States has been grasping China's wafers, especially since last year, the United States' suppression of our country can be said to be unprecedented, and it can even be said that the United States has done everything possible to develop China's wafer industry and strangle China in the cradle.

However, we are not surprised that the United States has done this, because historically, whenever there is a competitive threat to the United States in the field of technology, the United States will use the power of the state to attack the business competitors of the United States with technological hegemony and far-reaching jurisdiction, which will lead to the collapse of the rival or eventually be acquired by American companies, such as Japan's Toshiba, France's Alstom, and even Germany's Siemens.

However, this time Lao Mei met an opponent, before *** said to adhere to independent research and development, give up all illusions, because scholar Ni Guangnan pointed out that basic technology can not be bought, borrowed, or exchanged, Huawei has also said before that it has no hope for the outside world.

But what the United States didn't expect was that under the heavy sanctions and blockade, China's chip industry is getting stronger and stronger, more and more prosperous, this kind of getting stronger and stronger is not a point, but it is all-round, the prosperity of the entire industrial chain, to say Versailles, the sanctions and suppression of the United States have brought opportunities for the development of China's chip industry.

Some time ago, Micron, the number one chip giant in the United States, was banned from entering China's infrastructure sector. The outside world interprets this as China's response to the United States"Chip Wars", in the attack on American companies, but I have to say, this interpretation is a bit narrow, we still welcome cooperation with the main body of various countries, but we must abide by the laws of China, otherwise even the United States!The giants of the chip industry will not be given the green light.

In other words, it makes sense for China to ban Micron, and the United States has sanctioned Chinese chip companies, and the United States has no reason so far, all under the pretext of ***, but it has never said that Chinese chip companies have finally affected the United States

In the past, the United States believed that American chips were irreplaceable, and if China could not get American chips, it could only meekly submit. However, since last year, China has begun to significantly reduce imported tokens, and according to statistics, by 2022, an average of about 8 billion imported tokens will be reduced per month.

However, entering 2023, China's relevant authorities announced that in the first four months alone, imported chips have decreased by about 40 billion, which means that the reduction in imported chips has reached about 10 billion per month, an increase of 25% compared with the reduction in 2022.

At this rate of development, it will not take a few years for the United States to disdain to sell chips, and they will soon be eliminated, but now, American companies have begun to suffer the bitter fruits.

According to reports, Texas Instruments, another major giant in the chip industry, has begun to wait for a big price cut in the Chinese market. This time, it can be said that there is no standard for the big price reduction, and the purpose is to be on an equal footing with Chinese chips.

Obviously, China has ruthlessly seized the opportunity of this American manufacturing, not only mass-producing Chinese chips to replace American chips, but also ** much lower than American chips, which directly led to Texas Instruments lowering its profile and not using normal price reduction measures to compete for orders.

At this time, the American Semiconductor Association also began to make a move to criticize the United States"Wafer method", pointing out that China occupies 20% of the global front-end and 40% of the back-end in wafer manufacturing, equivalent to one-third of the global market, and although China is an important competitor, China has a complex role in the global semiconductor industry.

Even in the United States, which is proud of its chip manufacturing equipment, China is also advancing by leaps and bounds, taking North Huachuang as an example, its orders have been completed this year, with a growth rate of an astonishing 186%, while the material application rate in the United States is 25%, Kelei's even minus 45%。

In addition to North Huachuang, Zhongwei's growth rate is 134%, and Shengmei's growth rate is a staggering 2937%.

Speaking of which, we can't help but think of a quote from an earlier American think tank, which reminded Biden that the world is being de-beautified and that China will play a role in the chain. Needless to say, the future is here, and I would like to conclude with a quote from Winninger, chairman of the lithography giant ASML: China can do whatever it needs to do, and the United States will eventually shoot itself in the foot.

Congratulations on Made in China!

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