China's chip expansion or trigger a global crisis? The United States is panicking!
Chris Miller, a well-known American scholar and associate professor in the Department of International History at Tufts University's Fletcher School, published an interesting article in an interview.
He believes that the continuous expansion of China's production capacity has aroused the alarm of the United States, and the expansion of China's production capacity will affect the chip market in other countries.
But at the same time, the United States** will stop providing financial subsidies to established chipmakers and instead focus on cutting-edge processing technologies.
In the overall chewing gum industry, mature chewing gum accounts for more than 70% of the total, while premium chewing gum accounts for only 30%.
Therefore, he believes that the United States is likely to rely on Chinese technology, and that 28nm or higher chips will be another contest between China and the United States.
In fact, many American analysts believe that China's advanced technology has limitations, but mature processes have no limitations, and its production capacity is still expanding.
Currently, less than 10% of chip production in the U.S. means that most of the chips in the U.S. are imported from China, and if the U.S. doesn't import them, it will be affected.
There are 44 chip factories in China, of which 25 are 12-inch factories, 15 are 8-inch factories, and 4 are 6-inch factories.
In addition, 22 mills are being built, including 15 12-inch mills and seven 8-inch mills.
According to the company's **, by mid-2024, the global wafer production capacity will exceed 30 million pieces, of which Chinese mainland will rank first in the world with 8.6 million pieces, an increase of 13% from the previous year.
China, Taiwan, South Korea, Japan, and the United States have less than 10% capacity, which means less than a third of China's capacity.
What are your thoughts on this? In my opinion, the situation is not very good, because our basic equipment and technology are controlled by the United States.
We have increased our chip production, but it is not easy to compete with the United States, because in addition to China, there are many countries with large production facilities.
Analysts and experts in the United States are on the side of the United States, and they want the United States to give more money to the United States to expand its production capacity and increase the size of its factories, which is why they support the Chinese threat.