For many years, the United States has tried to hinder China's high by various meansTechnologyDevelopment, including joint multinational restrictions and restrictions on EU shipments by Dutch ASMLLithography machineWait. However, with China's rapid rise in the field of 5G technology, the U.S. regulatory path has not achieved the desired results. Recently, ".ChipsThe authors of War and other American experts have pointed out the mature process in Chinese mainlandChipsThe rapid expansion of production capacity has panicked the United States. The U.S. has shifted its focus to homegrown advanced manufacturing processesChipsIn the context of development, China has accelerated the development of mature processesChips, forming a trend. This article will ** this turn on the globeSemiconductorsThe possible impact of the market.
For many years, the United States has been inSemiconductorsChipsThe field has always been dominant, but in recent years it has faced fierce competition from countries such as China, especially in mature processesChipsField. The United States is aware of the homelandChipsThere was a serious decline in production capacity, for which the ".ChipsThe Act allocates $52 billion to support homegrown supportChipsIncreasing production capacity. However, the United States is more concerned about developing advanced manufacturing processesChips, and therefore for mature processesChipsSupport will be limited, creating a U.S. dependence on foreign countries in this area.
Expanded: In the United StatesChipsIn the development strategy, advanced processes are seen as the futureChipsThe key to competition. The U.S. isn't just pushing advanced manufacturing at homeChipsdevelopment, but also attracted the world's first-classWafersLarge manufacturers such as TSMC andSamsungConstruction of advanced manufacturing processes in the United StatesChipsProduction plant. Even if it is like the old American brandChipsGiantsIntelIt is also increasing investment in the construction of advanced manufacturing processesChipsThe pace of the plant shows the ambitions of the United States in this field. The U.S. Secretary of Commerce has made it clear that the future of advanced manufacturing processesChipsAll should be produced in the United States, a position that highlights the pursuit of advanced technology and its desire for control. However, the United States is interested in mature processesChipsbut may provide China with more room for development in this field.
In the face of U.S. restrictions and competition, China has quickly adjusted its strategy and accelerated the development of mature processesChipsSMICAs a representative, in recent years, it has rapidly expanded the production capacity of mature processes and invested in the construction of a number of mature processesChipsFactory. Not only that, but more and more ChinaWafersThe construction of the plant is accelerated, and the data shows that it is currently globalWafersChina has accounted for 43% of the number of factories. Chinese mainlandWafersProduction capacity is also showing an impressive growth trend, and it is expected that by 2024, Chinese mainlandWafersThe monthly production capacity will reach 8.6 million pieces, accounting for 28 percent of the global production capacity7%, achieving the feat of being the first in the world.
Expansion: China is in the mature processChipsThe momentum of development in the field should not be underestimated. China has stepped up investment to accelerate the construction of mature manufacturing processesChipsproduction base to promote China in the worldChipsThe position of the market has been improved. toSMICFor example, it has invested huge sums of money to build a number of mature processesChipsfactory, showing China's determination and strength in this field. In addition, Chinese mainland not only has obvious advantages in mature manufacturing processes, but also inSemiconductorsTremendous progress has been made in manufacturing equipment, and a variety of mature process equipment has been localized, providing a solid foundation for China's development in this field.
GloballyChipsIn the market, advanced processesChipsIt still occupies an important position, but according to relevant analysis, the process will mature in the next few yearsChipswill continue to expand. In this case, although the United States has an advantage in the field of advanced processes, it has an advantage in mature processesChipsis difficult to eliminate. Foreign media pointed out that the focus of the US restrictions is on advanced manufacturing processesChipsIn terms of equipment exports, China is in a mature processChipsProduction is developing rapidly, and in this case, the United States may face the dilemma of being dependent.
Expand: GlobalChipsThe relationship between supply and demand in the market is undergoing new changes. Although advanced processes are still in the spotlight, mature processesChipsThe market potential is huge. Rapid development and mature process in Chinese mainlandChipsin the context of China in the worldChipsThe market position is rising. China is not only accelerating constructionWafersfactory, but also vigorously promote the mature processChipsR&D and production for the worldChipsThe market has been injected with more vitality. At the same time, U.S. restrictive policies may be ripe for ChinaChipsThe field provides space and opportunities for development.
From the United States and ChinaSemiconductorsIn terms of development strategies and trends in the field, China is in a mature processChipsThe rapid rise of the field shows that China is in the worldChipsA position that cannot be ignored in the market. As China continues to ramp up mature processesChipsChina is likely to become a global mature process in the futureChipsThe dominant one. While the U.S. has gained an advantage in the field of advanced processes, it may fall into a gap with mature processesChipsof dependence on this change on the globeSemiconductorsThe market will have a profound impact.