The chip giants lost patience and "changed faces" one after another, and the industrial chain fell into deep fluctuations
Time flies, time flies, Huawei was sanctioned for four years and signed"The American Core Act"One year has passed, and after such a long time, the United States still seems to be calling for wind and rain in the field of semiconductors.
But as China builds a domestic industrial chain, the cornerstone of U.S. technological hegemony has begun to show cracks, and major chip giants have lost patience, one after another"Gentleness"Get up.
China wants to build"De-Americanization"of the industrial chain.
In recent years, in the encirclement and suppression of US sanctions, with Huawei and SMIC as the leaders and the support of the country, China is developing a series of scientific and technological nodes in order to overcome its dependence on American and Western technology in the past.
For example, the HarmonyOS system replaces Android and iOS;Domestic Gaussian database data drove out the giant Oracle;Huawei's EDA industrial software has successfully replaced Synopsys.
China's land practice has proved that as long as there is perseverance, American technology is by no means irreplaceable, which also provides a way for the world's chip giants"De-Americanization"The distinct path of the .
In the face of the voice of the global fermentation of the American technology monopoly, several major chip giants have turned their faces.
The actions of the three core giants of the United States.
A few months ago, the three giants of US chips, Intel, Nvidia and Qualcomm, rushed to the White House in order to oppose US chip sanctions"Forced palace"Biden team, demanding the opening of the Chinese market.
But such a ** does not seem to have worked, and the Biden team has more drastic restrictions on high-end tablets, such as the sale of Nvidia A800 and H800 tablets some time ago.
But the Big Three have also taken silent action.
Nvidia has produced more special-edition chips for China and accelerated its competition with Singapore, strengthening business ties with Chinese chip companies.
The president of Intel also inspected the Chengdu chip base some time ago, expressing his support for the China Center and optimistic about the Chinese market, and Intel also set up a branch in Hong Kong, China.
ASML, Samsung accelerated layout.
Biden team's"Own family"Stabbed in the back, other chip giants in the Western world have also taken action.
Like the Dutch lithography machine giant ASML, shipments to the mainland can be used"Crazy"To describe: In the third quarter of 2023, in 3 months, the number of ASML lithography machines exported from the Netherlands to China increased by % and 1850%, respectively, compared to the previous year.
After South Korea's Samsung obtained a U.S. license, Samsung's Xi'an factory accelerated the start of production capacity, and also plans to introduce cutting-edge lithography machines.
This is just the beginning, starting with China, and the giants will have to wake up from the dream of dependence on the United States, which will eventually pay for its mistakes.