In order to suppress the development of semiconductors in Chinese mainland, the United States launched the "Chips Act" to lure TSMC to build advanced semiconductor factories in the United States with tens of billions of dollars in subsidies as bait. However, for the subsidy applied for by TSMC, the Americans set up many hurdles, and after TSMC realized that this was a **, Liu Deyin bluntly said that it was "unacceptable", which eventually led to the mass production time of TSMC's US factory being delayed again and again, and the construction of a factory in the United States was deadlocked.
However, with Chinese mainland's frequent breakthroughs in semiconductors, especially after the release of Huawei Kirin 9000s, it means that China has fully broken through the 7nm process technology and is moving towards 5nm. At this time, the United States was completely panicked, not only tightened its China policy on a large scale, but also made an unprecedented move: the Americans personally went to Taiwan to "call the shots" and strictly restricted the chips on the island from being sold to the mainland.
The Americans went to Taiwan to call the shots
According to a report by Taiwan's "Business Times", the United States will send a delegation to Taiwan in March to conduct "face-to-face guidance" to companies and related personnel in Taiwan's semiconductor industry, the purpose of which is to require relevant companies to "must understand" the detailed rules of the US chip ban.
According to reports, the United States "briefing" and "guidance meeting" are currently set up in two sessions, one is set in Hsinchu Science Park, and the other is set up in the Southern Science Park, and the interesting thing is that these two places are where TSMC's factories are located, so it is self-evident who is the spearhead of this "face-to-face guidance", right?
According to Taiwan media reports, the U.S. chip export control list on the mainland is more than 400 pages long, and in addition to these prohibited products, there are still some "gray areas" that have been exported to the mainland. It is very likely that the US delegation's visit to Taiwan this time is to plug the loopholes and tighten the export policy to the mainland again!
Good news from Huawei
The United States is pressing forward step by step, and after introducing a variety of restrictive policies, it has openly extended its claws to our Taiwan mainland, which is simply shameless! However, at this special moment, Huawei has good news. For up to 4 months after the release of the Huawei Mate60 series, the production capacity problem has not been solved, because the yield of the Kirin 9000S, as a purely domestic chip, has been at a low level.
The good news is that at the beginning of January 2024, the production capacity problem of Huawei's Kirin 9000s has finally been completely solved, and offline stores have begun to distribute a large number of goods. Counterpoint Research, a market research agency, said that in the first two weeks of 2024, Huawei regained the No. 1 position in China's mobile phone market in terms of sales! Since 2019, Huawei's sales share has been unstoppable**, and this summit marks that Huawei will officially compete with Apple in the high-end mobile phone market in 2024, and Apple's dominance in China's high-end market will be ended!
In addition, there is good news from Huawei's world, Wenjie M7 delivered 31,253 vehicles in January, winning the monthly sales championship of new power cars for the first time, and the cumulative number of M9 has exceeded 40,000 units, which is a car with a price of up to 500,000 yuan, Huawei's strength can be seen. In addition, HarmonyOS Next pure-blooded HarmonyOS has made a full debut, and PC HarmonyOS has been basically developed, and it will be unveiled in 2024. Hardware, software, and systems are leading in an all-round way, and the HarmonyOS ecosystem has become a trend!
Obviously, the United States is in a hurry to send a delegation to Taiwan, because the United States can blockade it for a while, but it will not be able to do so for a lifetime. After our high-tech breakthrough, who will sell your Apple mobile phone to? Who are your Qualcomm chips sold to? Who is your Tesla car sold to? The blockade of the United States will only shoot itself in the foot, and the blockade of the United States will only accelerate the process of our self-development and self-production of semiconductors! Hotspot Engine Program