As we all know, after Chinese companies gradually show their prominence in the field of cutting-edge technology, the West wants to intervene. As the leader in the chip field, Lao Mei took the lead in launching an offensive and carried out a series of "neck" suppressions on China chips, from equipment to design software, from manufacturing equipment to chip technology. Based on this principle, more and more Chinese companies have been "blacklisted" or sanctioned, and they have not escaped the magic wand of the United States after all, which has also led to the darkest moment for China's chip industry!
However, after the advanced chips were "stuck" by the United States, Chinese companies did not sit still or feel sorry for themselves, through the review and layout of the overall situation, Chinese enterprises found another way, focusing on the field of mature chips, with the main goal of improving the production capacity of mature chips, and "hit" the American companies by surprise!
Industry experts also mentioned that mature chips are enough to meet the needs of more than 80% of the market, that is to say, even if advanced chips are "stuck", as long as we can grasp the initiative and voice in the mature chip market, we can also "live" very well!
The reason why Biden suppressed Chinese companies and showed favor to chip manufacturing companies such as TSMC and Samsung is that he wants to use the technological advantages of other companies to help revitalize the local chip manufacturing industry and increase the production capacity of American chips. But obviously, the revitalization of the U.S. chip industry still depends on others, and in this regard, it has lagged behind China's core!
In order to comprehensively improve chip production capacity, Chinese technology companies have accelerated their industrial layout and accelerated the pace of expansion. According to official data, up to now, the number of wafer factories owned by China has reached 44, and the number of wafer factories under construction has reached 37. Among them, the number of wafer fabs planned this year has reached 18, and an average of 15, it is clear that the number of wafer factories in China is rising, which means that the production capacity of Chinese chips is also increasing.
In the past few years when China's chips have been "stuck" by the United States, Chinese technology companies have adopted a "two-step" strategy, on the one hand, to accelerate the increase of China's chip production capacity, and on the other hand, to reduce their dependence on imported chips. And this practice of strengthening self-production and reducing imports has also had a great impact on the U.S. chip industry.
According to data, China's chip production capacity will increase by 12% year-on-year in 2023, and the monthly output can reach 7.6 million pieces. If one wafer fab can be fully completed this year, its monthly output can reach 8.6 million pieces, and the total production capacity will increase by 13% year-on-year! In other words, it won't be long before we achieve our short-term goal of increasing our self-sufficiency rate to 70%.
In fact, Lao Mei did not expect that after the export of advanced chips was restricted, China's chip industry would take the "low-end route", but for the current Chinese technology industry, low-end chips are completely sufficient, in addition to smart phones, AI, smart cars, household appliances and other fields, more need 28nm, 14nm and other mature chips, it can be seen that the layout of China's core is correct, the choice is right, the direction is also right, a beautiful "counterattack" drama is being staged, let's wait and see!
In general, the suppression of China by the United States is tantamount to a basin of cold water poured on the heads of Chinese enterprises, which is not only humiliating, but also a warning, which extinguishes the illusions and dependence of Chinese enterprises on American companies. What do you think about this? Welcome to leave a comment!