In order to curb China's scientific and technological development, the United States has planned a blockade chain of chips against China, and has attracted Japan, South Korea, Taiwan and other younger brothers, requiring them to follow the steps of the United States and restrict the supply of China's first-class chips or chip manufacturing equipment. Not to be outdone, these little brothers have built factories in the United States to express their loyalty to the United States, which makes people look disgusting. Politicians in the United States have also taken the opportunity to exaggerate the impact of Huawei's suspension of the smartphone business, touting each other and increasing their political capital.
However, the chip blockade chain in the United States proved to be a huge failure. Three years later, Huawei relaunched the Mate60, the world's most popular flagship phone, completely free from U.S. chip sanctions. The US coalition of chip sanctioners suddenly fell into a panic. Seeing that their interests were damaged, Japan and South Korea hurriedly pleaded with the United States, hoping to continue doing business with China. Qualcomm's 5G chips have also lost their dominant position, and other domestic mobile phone manufacturers are able to use Qualcomm's latest 5G chips.
TSMC's decision to build a factory in the United States has also come at a terrible cost, with the United States not only squeezing a lot of profits out of it, but also restricting its business in China. Fortunately, TSMC woke up in time and won the authorization of the United States, so that the chip factory in Nanjing resumed production, so that it did not completely lose the Chinese market.
After the failure of the chip blockade chain, politicians in the United States have started another farce, and that is the speed of changing faces. They found that the current global economic and political issues require China's participation and coordination, so they have played the role of pioneers in improving Sino-US relations, rushing to come to China, hoping to obtain some substantive results, so as to enhance their status in the United States.
U.S. Secretary of State Antony Blinken, U.S. Special Envoy for Climate John Kerry, U.S. Secretary of Commerce Janet Yellen, U.S. Secretary of Commerce Raimondo, and most recently U.S. Senate Majority Leader Chuck Schumer are all representatives of these face-changes. When they were in the United States, they were all active promoters of sanctions against China, but after coming to China, they pretended to be ice-breaking and friendly ambassadors, which was incomprehensible.
Their change of face is not sincere, and they have no actual actions, they just want to take advantage of China and then go back to continue the sanctions against China. Do they think we can't see them for what they really are?Their purpose of coming to China to gild will only fail in the end.
We have repeatedly expressed our willingness to improve China-US relations, and we hope that China and the United States can cooperate to ease global tensions and inject new vitality into the development of the global economy. However, this requires concrete actions by the United States, and not empty words.
Among the "chip sanctioner alliance" of the United States, South Korea is the most eager. China is South Korea's largest partner and the country's largest export and import market. The stability of China-South Korea relations, as well as the quality of China and South Korea, directly affect the quality of South Korea's economy.
It is a pity that after South Korea's conservative Yoon Suk-yeol came to power, he became a "puppet" of the United States because he had no political experience, which led to fluctuations in Sino-South Korean relations. South Korea's economy has also declined, and its GDP has fallen out of the top 10 in the world, facing huge difficulties.
South Korea's chip industry is an important part of South Korea's GDP, but under the chip blockade of the United States, South Korean chip companies, such as Samsung and Hynix, have been hit hard. Last year, Samsung's revenue fell by 24%, operating profit fell by 97%, and Hynix's profit also plummeted by 746%。During this period, China's memory chip manufacturers have completed a breakthrough from scratch.
Domestic memory chip manufacturers, including YMTC, have established a complete NAND flash memory chip product line, which has the ability to replace domestic ones, breaking the monopoly and pricing power of Japanese and Korean manufacturers for many years.
The release of Huawei Mate60 has made American, Japanese and South Korean manufacturers feel the chill, this flagship mobile phone that is expected to sell more than 20 million units, does not use their products at all, and it is undoubtedly worse for these core component manufacturers.