The U.S. chip ban only hurt U.S. companies? Japan's semiconductor worries
It's no secret that Japanese lithography companies have been gearing up to compete with ASML. However, before any major measures were taken, Japanese lithography machine companies were caught by the US ban. In addition, the blockade of China by the Japanese semiconductor industry even exceeds that of the former United States. As a result, a lot of people are speculating about Japan's thinking.
Curiously, Japan's export data is rare, as Japan's embargo on semiconductors is stricter than that of the United States, and many Japanese companies' products are blocked. According to the news, in December last year, Japanese exports to China increased by 96%, the first increase in 13 months, mainly due to exports from chip manufacturing. This means that Sony has managed to conquer the Chinese market, and although the company is reducing production, its sales are increasing.
One can't help but wonder if the sanctions imposed by the United States on American companies will only"Damage"They.
After all, there aren't many orders that are squeezed out by other companies. Even ASML, which produces Chinese lithography machines as soon as possible, is making a lot of money. Japanese lithography companies have also increased their chip production equipment, especially since the two companies have significantly increased production in the last year. And NVIDIA in the U.S. faces constraints from all sides.
Even U.S. companies that want to sell their products in the country are under strict control from the U.S.**. At first, they were companies that wanted to hurt their allies with sanctions, but now American companies seem to be in trouble. As things stand, U.S. semiconductor manufacturers don't get much out of it.
But some time ago, it seemed that things were not as simple as they imagined. To some extent, the U.S. semiconductor industry remains dominant, limiting the development of cutting-edge fields in other countries. For example, lithography companies in Japan can produce cutting-edge products, but they can also produce specialized versions of their products or advanced production processes. This has greatly hindered their development, let alone competition with ASML.
South Korean semiconductor companies are doing the same. South Korea's semiconductor industry has been cracked down. As a result, the two formidable competitors were caught in a dilemma, and in the end, the United States took the technological initiative into its own hands and tried to drag down the semiconductor industry because it felt threatened.
In other words, even if Japan's semiconductor production increases, it will be a trivial matter for the United States. Perhaps, Japan's return to the integrated circuit industry is to prevent other companies from catching up with its leading position in integrated circuit development.
After all, the chip manufacturing industry seems to have received more attention in this incident, and it can also take the opportunity to reap some benefits. Therefore, in my opinion, it will take some time to see whether this incident only affects Korean companies. What do others think? Please comment, like and share here!