As the world's number one power, the United States relies on its powerfulMilitarystrength, the hegemony of the dollar system, and a solid scientific research foundation, become globalTechnologyOne of the leaders in the field. During the two world wars, the United States brought in a large number of top scientists and forced them to engage in scientific research for the United States through the means of "robbing scientists". It is with these frontiersTechnologyand patents, the United States can be cultivatedQualcommIntel, AMD, etcTechnologygiant, the first to develop transistors and integrated circuits. These companies rely on advanced technology and patents, and "cover the world with one hand" to dominateSemiconductor industryand monopolized global wealth.
However,HuaweiKirinChipsThe birth of 5G technology has completely upended this situation, regardless of itQualcommStillApples, inHuaweiThe front of them all became eclipsed. However, the United States is inHuaweiThe critical moment of the rise has resorted to a series of non-commercial means, such as "long-arm jurisdiction", the Entity List and the Entity ListChipsCut off the supply and suppress itHuawei。This leads to:HuaweiStuck in a dilemma of three years without chips available, including intelligenceMobile phonesand many other businesses have also been hit hard. However,HuaweiIt has shown strong tenacious vitality, and in the face of an existential crisis, it has not succumbed to the pressure of American bullying. HuaweiThe tenacity of the unyieldingAmerican technologyThe world was amazed.
This situation has inspired the countryChipsWith the enthusiasm of independent research and development in the market, many Chinese companies have begun to focus on core technology breakthroughs and join independentlyChipsdevelopment of the ranks. With the united efforts of the people of the whole country, domestic productionChipsThe self-sufficiency rate has increased significantly. According to customs statistics, from 2022 to September 2023, Chinese domestic enterprises have cumulatively cut importsChipsMore than 157 billion of them! In contrast, the United States, which is mainly export-orientedSemiconductor industryCaught in self-bondage,QualcommInteland so on, the United StatesChipsAt least 30% of the company's revenue comes from the Chinese market, but it is constrained by the United StatesChipsExport rules, unable to supply to Chinese customers, resulting in a serious inventory backlog, revenue and market value**, suffered heavy losses.
To Biden's heartbreak, the blockade network that the United States has established has been unexpectedly arrestedHuaweiBreakthrough. HuaweiLaunched in August 2023mate60Mobile phones5G function has been re-equippedKirinChipsalso reappeared, causing a huge shock in the industry. To figure it outHuaweiChipsThe ** chain, the US intelligence agencies even "dismembered".mate60pro, but in the end nothing came of it. Obviously, as industry insiders **,HuaweiIt has cooperated with domestic first-class businessmen to create an indestructibleHuawei**Chain. This also means domesticChipsThe industrial chain has been further upgraded, and the "core war" between China and the United States over the past three years has achieved remarkable results.
Huaweimate60Mobile phonesIn the four months since its release, sales have exceeded 5 million units, which is in short supply, and the praise rate has remained above 99%. Predictably, withHuaweiKirinChipsThe continuous improvement of production capacity, whether it isApplesStillQualcomm, will be knocked back to their original form. Perhaps aware of the severity of the crisis, in the past six months, toQualcommInteland Nvidia as the representative of the United StatesChipsThe business coalition lobbied the White House and issued a warning that if shipment restrictions to the Chinese market were not relaxed, the United StatesChipsPut the backlog in the warehouse. In addition, due to the increasing pressure on South KoreaSamsung、skHynixas well as the Dutch onesasmland other manufacturers also had to turn the finger at the United StatesChipsrules, and make it clear that the Chinese market is irreplaceable and will not be "decoupled".
As the pressure on all sides continues to increase, plusHuaweiThe United States finally began to "let go". For example, allowedQualcommContinue toHuaweiChips, allowedasmlTo Chinese mainland ** low-end DUVLithography machineand even givedSamsung、skHynixwithTSMCA "permanent exemption" that allows their factories in China to operate normally. However, does this mean that the United States has compromised? The answer is clearly no. The reason why the United States allows these companies to ship freely is mainly through large-scale dumpingChipsLithography machineand other equipment, using the advantages of basic technology to carry out a "first-class war" with Chinese enterprises, thereby disrupting the pace of self-sufficiency in domestic semiconductors. Recently, when Raimondo visited China, he publicly stated that the United States is willing to continue to provide to China**Chips, but at the same time will continue to limit the high-endChips。This shows that the strategic trend of US imperialism towards China has not disappeared, and the so-called "letting go" is only intensifying the suppression of China in another way.
No matter how the external environment changes, we must not let our guard down. As the people say, core technologies cannot be bought, and foreign companies are not reliable. Chinese science and technologyEnterprises must give up illusions, and only by increasing R&D and innovation can they achieve "food in their hands" in order to be fearless of any opponent.
Described aboveAmerican technologyHegemony withHuaweiThe rise of competition and confrontation. In my opinion, the United States is inTechnologyThe hegemony of the field was established for centuries, but now faces strong competition from countries such as China. HuaweiThe rise of the showsChinese science and technologyThe company has made significant progress in independent R&D and innovation, and has the ability to compete with U.S. companies on the global stage.
However, the United States will not give up easilyTechnologyhegemonic position, it will use various means to suppress and restrict Chinese enterprises. This includes pairsHuaweiof the blockadeChipssupply disruption and other measures. The reason why the United States let go is because of the importance of the Chinese market and the strengthening of Chinese enterprises, rather than really compromising or giving up the rightHuaweiand other enterprises.
In the long run,Chinese science and technologyEnterprises must increase their independent R&D and innovation, reduce their dependence on foreign technology, and increase their independenceChipslevel of the industrial chain to achieve self-sufficiency. At the same time, it is also necessary to strengthen international cooperation, strive for more cooperation opportunities, and promoteTechnologyThe common development of innovation.
In short, the "core war" between China and the United States is still ongoingChinese science and technologyEnterprises are autonomousChipsProgress has been made in the development of the field, but there are still significant challenges. Only through sustained efforts to increase R&D and innovation can China be in the fieldTechnologyGreater breakthroughs and progress have been made in the field.