Kunpeng Project
Foreign media: The restrictions are unexpectedly reversed! The situation has taken a turn for the worse
Foreword: The United States has been suppressing the development of high-tech in other countries, and has adopted a variety of means to strictly control its own technology, especially after China has achieved the advantage of 5 G, and has strengthened the suppression of high-end technology. However, relevant sources have recently pointed out that this ban has not achieved the expected results, but may plunge the development of science and technology in the United States into a crisis. Secondly, this paper analyzes the development status and development trend of integrated circuits in the United States.
U.S. constraints on the development of science and technology.
In the past few years, the United States has implemented a series of control measures against various countries through the signing of the Wassenaar Agreement with many countries to curb their own scientific and technological development.
Especially with the rise of companies like Huawei, the United States has taken more and more measures that are becoming more and more stringent. However, the above measures did not meet the expectations of the United States, but triggered a series of unexpected repercussions.
Additional note: The United States has long tried to use regulatory means to curb the development of high technology in other countries, but it has failed to achieve the desired results. The United States has become increasingly tightly controlling the export of technology, but it has also caused resentment in some countries that have been constrained, especially with the rise of companies like Huawei. The various constraints on the US policy toward China have not only hindered the scientific and technological progress and dissemination of various countries, but have also prompted all countries to embark on the road of independence and self-reliance. This kind of behavior of the United States is likely to bring a potential threat to its own scientific and technological development.
The U.S. has a strong focus on advanced craftsmanship.
In recent years, concerns and declines in the United States about domestic chip capabilities have become more and more obvious. The United States once had 37% of the world's market share, but now only 12% is left, and famous companies such as Apple, Qualcomm, and Nvidia all rely on foreign supplies. To this end, the United States passed the "Chips Act", providing 52 billion yuan of funds for the domestic semiconductor industry to help the rapid development of the domestic semiconductor industry, and at the same time, domestic companies are also stepping up research and development of new processes. Large companies like TSMC and Samsung have also established advanced semiconductor manufacturing companies in the United States, and the competition is fierce.
Additional note: The United States is increasingly concerned about its chip industry, and its declining market share has forced the US authorities to turn their attention to the chip industry in the country. To this end, the United States introduced the "CHIPS Act" to support and subsidize domestic semiconductor companies to stimulate them to increase production. At the same time, through the introduction of the world's best technology and production lines, the development of the domestic integrated circuit industry will be accelerated. This move is to enhance the United States' international competitiveness, so that domestic chip companies can get more breakthroughs in science and technology.
The domestic integrated circuit process is becoming more and more perfect.
While the U.S. is focusing on advanced processes, the mainland is accelerating the expansion of its production capacity for mature process chips. SMIC and other companies have invested in the establishment of an advanced chip manufacturing base, which has brought its technological level in the semiconductor field to a new level. Data shows that 43% of the world's chip factories are located in China, and there are many chip manufacturing equipment with advanced technology. At present, more than 70% of the world's wafers are processed by known processes, and this proportion will continue to increase in the coming years. This means that in the future, China will occupy an absolute advantage in the manufacture and supply of advanced technology chips, which will have a profound impact on the entire world's chip industry.
Contrary to the situation in the United States, Chinese mainland is rapidly developing its advanced process technology and has become a major component of the world's semiconductor industry. Chinese companies, including SMIC, have invested hundreds of billions of yuan to build a wafer factory with a mature processing process to accelerate the pace of capacity expansion. In the future, China will be the world's largest semiconductor manufacturing base, and will have a greater impact on the semiconductor industry pattern of the whole world. In order to meet the challenges of international scientific and technological development, China is speeding up the development of advanced integrated circuit manufacturing technology, and laying a good foundation for China's independent innovation and research and development.
Occasional reversal of a restricted situation.
Although the United States has long regulated the advanced technology of the United States, due to the rapid progress of semiconductor manufacturing in the mainland, its control measures have gradually lost their effectiveness. The U.S. is focused on developing high-end processes, ignoring the impact of existing process capacity on the world economy. Foreign countries have said that this time the sanctions seem to have played a reversal role, even if the United States has advanced semiconductor technology, it cannot completely get rid of the dependence on semiconductor technology, and it is likely to become China's "stuck neck".
Additional note: While the U.S. has tried hard to curb the technological development of countries such as China, its regulatory measures have exposed many flaws when the U.S. has made great strides in dealing with the advanced process chip industry. The U.S. is overly focused on developing advanced processes and fails to recognize that in the world, mature process chips are essential. In the case of the rapid expansion of domestic integrated circuit manufacturing technology, the United States may become technologically dependent on it, and Chinese mainland will be an important fulcrum for the development of science and technology in the United States. This unexpected reversal of the situation has given rise to new ideas and new challenges to the world's scientific and technological development.
Abstract:With the continuous development of science and technology around the world, some restrictive measures taken by the United States for a long time have been unprecedentedly impacted. However, the rise of semiconductor process technology in the mainland has unexpectedly broken through the blockade of the United States and had a profound impact on the entire world's chip market. On this basis, how to find a balance between advanced technology and mature technology and strengthen international scientific and technological exchanges and cooperation is a major issue that every country must face. With the development and evolution of science and technology, we should also continue to carry out innovation and work together to push the world's high-tech industry to a more vigorous and diversified tomorrow.