In recent years, the United States has been dealing with ChinaSemiconductorsThe industry is tightly regulated to limit China's development in the industry. In particular, recently, the United States, together with the Netherlands and Japan, has targeted ChinaSemiconductorsThe industry has set a clear goal: to ban the sale of DRAM memory production equipment below 18 nanometers and NAND above 128 layersFlashproduction equipment, as well as production equipment for logic chips below 14 nanometers. This means that China cannot produce advanced chips on its ownFlashand other products such as memory, which must be imported by the United States, so that the United States can obtainEconomyand political interests. In the past, China has always adhered to the concept of peace and win-win results, and resolved the issue through negotiation rather than taking drastic countermeasures. Now, however, China has finally stopped pampering the United States and has begun to fight back strongly.
The United States against ChinaSemiconductorsThe control policy of the industry has been continuously upgraded in recent years, which is very important for ChinaSemiconductorsThe industry has had a serious impact. Especially for DRAM memory, NANDFlashand the ban on the sale of core technology equipment such as logic chips, making it impossible for China to produce advanced chip products independently. This is important for ChinaSemiconductorsThis is a major challenge and an opportunity for the industry. In the face of U.S. restrictions, China's industry needs to break through through innovation and independent research and development. For a long time, China has always advocated peaceful coexistence, upheld the principle of friendship and cooperation with the international community, and strived to maintain good economic and trade relations with other countries. However, the continued repression and repression by the United States has forced China to re-examine its position and take more decisive measures to protect its rights and interests.
In response to U.S. restrictions and repression, China'sYMTCand Changxin storage and other enterprises rise, and actively participateMarket competition。In the SSD (Solid State Drive) market and DRAM memory market, domestic storage products have launched a fierce one** Battle。Especially in the DRAM memory market, domestic manufacturers have greatly reduced the **, making some high-speed PCIe4 with a speed of 7000m s0SSD is only priced at 400 yuan. Such price reduction measures for foreign manufacturers such as:MicronSamsungand SK hynix had a huge impact, causing them to lose more than 50 billion in the chip business in the first quarter. At the same time, the share of domestic storage products in the Chinese market continues to rise, and some institutions expect that in the first 5 months, domestic storage products have achieved at least 15-20% of the share in the Chinese market, which can be called an unprecedented "miracle".
The rise of domestic chips is ChinaSemiconductorsThe industry has been injected with new vitality. YMTCand Changxin storage and other domestic enterprises inMarket competitionIt has broken the monopoly of international giants. In** BattleIn China, domestic storage products have attracted a large number of consumers with more people-friendly products and quickly won market share. Especially in the DRAM memory market, domestic storage products have not only reduced the best of the world, but also made huge breakthroughs in performance and quality. This kind** BattleThe measures are not only beneficial to consumers, but also make domestic storage products gradually replace foreign brands and achieve a breakthrough in localization. The rise of domestic storage products not only enhances the competitiveness of the domestic industry, but also for ChinaSemiconductorsThe development of the industry has opened up a new situation.
ExceptMarket competitionChina has also taken tougher countermeasures in response to U.S. repression. Among them,CybersecurityCensorship has become an important tool. ChinaCybersecurityThe review body is rightMicronwas reviewed and said not to pass. Therefore, operators of China's domestic critical information infrastructure should stop procurementMicronThe company's products. This decision is rightMicronThe impact on the Chinese market is very large, and it is estimated that the company's revenue in the Chinese market may be reduced by more than half in 2022. This also means that the Chinese market becomesMicronThere is a high probability that the share will be taken away by domestic manufacturers.
CybersecurityCensorship has become an effective means for China to counter U.S. repression. China has taken this measure with the aim of protecting the country's information security and securityCybersecurity。In the pairMicronConductedCybersecurityIn the results of the review, the Chinese regulator believes:MicronThe product has a potential safety risk and is therefore not approved. RightMicronThis is a serious blow. The Chinese market is a very important market for many international brandsMicronThe share of the Chinese market is quite substantial. If you can't get throughCybersecurityReview,MicronThe Chinese market will be lost, and it will be difficult to regain market share. Although China's countermeasures are right in the short termMicronIt has caused a certain blow, but for China, it is a necessary measure to maintain the security of the industry and the industry.
ChineseSemiconductorsThe industry has reached a critical stage of development, throughMarket competitionand countermeasures, China is actively responding to U.S. repression and restrictions. China's huge market size and stabilityEconomyGrowth has provided important support for the development of domestic industries. At the same time, China is also increasing investment to accelerate the improvement of independent R&D and innovation capabilities to achieveSemiconductorsThe industry is independent and controllable. At present, China has become globalSemiconductorsOne of the significant players in the market and has made important breakthroughs in some areas. Despite the ChineseSemiconductorsThe industry is still facing certain difficulties and challenges, but China's firm determination and actions will undoubtedly contribute to the country's scientific and technological development and actionEconomyProsperity has injected new impetus.
In the current international situation, ChinaSemiconductorsThe industry is facing severe regulation and repression from the United States. However, China did not show weakness and took all kinds of measures within its capacity to protect and develop its ownSemiconductorsIndustry. PassedMarket competitionAs well as countermeasures, China is continuously improving its independent innovation capabilities and R&D capabilities to achieve itSemiconductorsThe industry is independent and controllable. The fierce competition in the market and the acceleration of technological breakthroughs in ChinaSemiconductorsThe industry has been injected with new vitality and impetus. However, we must also be soberly aware that ChinaSemiconductorsThe industry is still facing great challenges in the international market. To be realizedSemiconductorsFor the sustainable development of the industry, we need to increase investment, cultivate more outstanding talents, and improve independent innovation capabilities and research and development of core technologies. Only then, ChinaSemiconductorsOnly then can the industry truly realize the transformation from "catch-up" to "leader".