Chips can be called the "food" of modern industry, and have key applications in aerospace, artificial intelligence and other fields, and even the mobile phones and computers we usually use are inseparable from chips.
Today, China Chip has entered the "fast lane" of development, and both production capacity and advanced technology have developed rapidly. This has also caused concern in the United States and the West, and they have begun to tighten chip export controls. With the continuous tightening of the chip ban, semiconductor giants have begun to become more and more dissatisfied, not only publicly expressing their opposition to the US chip ban many times, but even looking for various "loopholes" to continue shipping.
Seeing that the chip giants have "changed their faces", coupled with the "reverse help" of the chip ban, China's chips have begun to develop rapidly. Biden couldn't sit still either, and the chip ban began to loosen.
According to data released by China Customs, from 2022 to September 2023, China has reduced its imports of 157 billion chips, which have basically been replaced by localized chips. This also means that the revenue of the US chip giants has suffered heavy losses, and they even have to lay off employees on a large scale to reduce costs.
In August 2023, Huawei Mate60 will be on sale, and the Kirin 9000S chip carried by it will be confirmed to be a domestically produced advanced chip, and then Huawei has successively released on-board chips and artificial intelligence AI chips, which is enough to prove that Huawei's chip ** chain has been stable.
Just a few days ago, foreign authorities broke the news that Huawei has officially disbanded its public relations teams in the United States and Canada, which means that Huawei no longer needs to seek chips from American semiconductor companies.
Judging from the news obtained so far, Qualcomm has obtained a shipment license from the U.S. Department of Commerce, and can continue to ship 5G chips to Chinese companies, and can also ship 4G chips to Huawei. Samsung and SK hynix have also been granted a permanent exemption to ship almost all memory chips except for some high-end chips, and can continue to expand production capacity in the Chinese market. Even TSMC was granted a one-year waiver and began planning to expand its Nanjing factory.
In fact, Samsung has long begun to communicate with the United States, hoping to obtain a shipment license, after all, the chip ban is like a "chain" that ties Samsung, plus Samsung suffered heavy losses in the previous "Micron incident", and the United States took away 400 billion won of profits. It can be said that if Samsung continues to be restricted from shipments, it will not be long before Samsung's proud memory chips will become a bubble that has been "punctured".
Not only Samsung, but even Qualcomm can be said to have suffered heavy losses, especially after Huawei obtained a stable chip foundry channel and terminated the purchase of Qualcomm's chips, Qualcomm once again lost a large amount of revenue**, and it is expected that the number of chips shipped will be reduced by more than 60 million per year.
Nvidia, which shipped a large number of AI chips with the help of artificial intelligence, was not "spared" from the impact of the US chip ban, and Nvidia, which was restricted from shipping a variety of AI chips, couldn't help it, and its CEO spoke directly to Raimondo: We don't want to violate the chip rules, but please tell us the specific details.
Under the pressure of many aspects, although the ban on Meixin has not been fully relaxed, from the current situation, it can basically be said that the results have been released. After all, under the opposition of many semiconductor giants, the effect of the US chip ban has been greatly reduced.
In fact, the United States and the West have not given up on the idea of containing Chinese chips, but in a different way. Judging from the current news, the United States and the West seem to be planning to crush the development of Chinese chips by fighting the chip "** war".
The United States and the West have technological advantages and production capacity advantages, and the development of chip semiconductors is relatively early, so it can be said that they have a lot of advantages in chip cost. This also means that the chips shipped by the United States and the West can be lower than domestic chips, and if low-cost chips are shipped on a large scale, then domestic chips will inevitably be affected.
If China Core wants to really develop, it still needs to give up its illusions about American and Western companies, abandon all illusions, take the road of self-research in a down-to-earth manner, and insist on vigorously investing in research and development is the best way.
Only when we have achieved comprehensive localization substitution and completed a comprehensive breakthrough, we do not need to worry about being stuck again in the field of chip semiconductors.
Postscript:
Now China's core can be said to have entered the "fast lane" of development, and there is news of breakthroughs from time to time, but there is still a long way to go if you want to truly complete the localization substitution and comprehensive breakthrough. Only by insisting on the research and development of core technologies and mastering key technologies can we be fearless of "wind and rain".
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