In recent years, with the continuous advancement of scientific and technological development, chips have become an indispensable key component in the high-tech field. As an old power in the field of chips, the United States has always occupied a place, but it has also imposed a series of chip restrictions on other countries, especially China. However, what is surprising is that despite the continuous increase in chip restrictions by the United States, China's chip industry has shown a situation of rapid progress against the trend. The United States did not expect that they thought they could contain all kinds of obstacles to the development of China's chips, but failed to prevent the rapid rise of China's chip industry, and it may even be dependent on China in the future. Next, it will be carried out from two aspects: chip equipment and chip production capacity.
The U.S. was able to impose chip restrictions on China mainly because of its leading position in the global semiconductor manufacturing equipment field. However, they did not expect that with the continuous increase in restrictions on Chinese chips, semiconductor equipment manufacturers will accelerate the introduction of ** equipment in Chinese mainland. For example, the Dutch company ASML has doubled its revenue from Chinese mainland in just one year, and the revenue from Chinese mainland has reached about 44% of Japan's Tokyo Electron Company. Not only that, the three major semiconductor equipment manufacturers in the United States have also seen the same trend, and the proportion of revenue from Chinese mainland has increased significantly. As the United States continues to tighten chip restrictions, Chinese mainland began to rapidly expand chip production lines, and relevant companies seized the opportunity to purchase equipment in advance, and foreign equipment manufacturers have also increased shipments. This series of measures not only fully prepared for the future expansion of chip production capacity, but also won valuable time for the development of domestic equipment.
China's domestic semiconductor equipment industry is also growing and growing, and NAURA is the largest semiconductor equipment manufacturer in China, successfully breaking the long-term monopoly of American, Japanese and Dutch companies, and entering the top ten equipment manufacturers in the world for the first time. This marks that China has made great progress in the field of semiconductor equipment and opened up a new situation for the development of Chinese chips.
The original intention of the United States to implement chip restrictions is to limit China's development in the chip field, but it ignores the fact that the mainstream demand of the current chip market is dominated by mature processes. In response to this market trend, Chinese mainland has increased the development of mature process chip production capacity. SMIC has built a number of mature process fabs, while chip production capacity in Chinese mainland is still rapidly increasing. According to the agency**, by 2024, Chinese mainland's chip production capacity will account for 30% of the world, and mature process production capacity will account for about 40% of the world, ranking first in the world.
In contrast, although the United States occupies a place in the field of chip design, its own production capacity accounts for only about 10% of the world's production, and giant companies such as Apple and Qualcomm rely on external foundries such as TSMC and Samsung. In this case, Chinese mainland's chip production capacity advantage is self-evident, and relevant experts even said that as the current trend continues to develop, the United States may eventually have to rely on Chinese mainland's chip manufacturing industry. Although the United States has invested tens of billions of dollars in chip subsidies, no significant progress has been made so far. Even if advanced process chips can achieve self-sufficiency, mature processes will still rely on external foundries, and Chinese mainland is bound to become the most advantageous manufacturer.
In the field of chips, China's rise is not only an inevitable trend, but also a reality that cannot be ignored. China has gradually made important breakthroughs in semiconductor equipment manufacturing and chip production capacity, and has become an indispensable part of the global chip industry pattern. In the context of the United States' continuous escalation of chip restrictions, the rapid development of China's core industry has shown a situation that cannot be ignored, and it may need to gradually rely on the chip industry in Chinese mainland in the future. China Core is moving towards the world stage with a strong attitude, injecting new vitality and vitality into the global development of science and technology.