Perpetual exemption? The results of the "chip war" have been released, and Ren Zhengqi has to abandon all illusions
In the field of semiconductors, the United States and the West are reluctant to sell for a while, and they have to sell to China for a while.
The reason is very simple, a set of data is out, from 2022 to September 2023, China has reduced the import of 157 billion chips cumulatively!
The U.S. side is vigilantly aware that China's domestic chips are being manufactured more and more, and there is no need for chips from the United States and the West, and there is even room to feed other countries.
For example, recently, Russia in our north independently developed the operating system Alt Linux, because there is no Intel and AMD chips**, they found Chinese Loongson adaptation, so that foreign media called "stealing"!
In this context, the United States closed its doors and released dogs, and imposed a permanent exemption on some chip companies, allowing them to continue to sell chip products in Chinese mainland.
The US side finally found out: China is prepared
Previously, Qualcomm, Intel, and Nvidia, the three giants of the United States Chip, warned the Biden team at the White House: If the Chinese market is lost, then there is no point in continuing to build factories in the United States!
The reason is very simple, the huge Chinese technology consumer market is not occupied by the American and Western technology giants, and China's own manufacturers will occupy it - the fact is that the United States has finally discovered that China is prepared!
In fact, the chip industry has always been a long-term large investment and high-risk thing, and it needs a big country to adhere to the unified plan for a long time to be effective.
The U.S. Department of Commerce has discovered the truth, and now according to statistics, about one-sixth of the world's chip investment has gone to traditional mature chips.
Most of the investment is in China, and SMIC and Huahong are focusing on the expansion of mature chip production. Three Chinese companies have entered the world's top 10 wafer foundries.
U.S. Secretary of Commerce Raimondo said: In the past two years, China has accounted for 80% of the new production capacity in the global traditional chip field!
When the car hits the wall, you know it's turned, when the snot goes into your mouth, you know it's shaken, and when it rises, you know you buy it.
China's chips are moving forward rapidly, and the United States has hurriedly come up with a new trick: permanent immunity.
The U.S. side is "permanently exempted" to squeeze the Chinese market
In the second half of last year, the United States began to announce a "permanent exemption" to Samsung and SK hynix, allowing the permanent sale of chips to the Chinese market; The foundry giant TSMC has also received some jurisdictional exemptions.
At the same time, it also hit our pain point, specifically hitting the semiconductor equipment needed for China's expansion of production.
Needless to say, ASML's lithography machines have been revoked by the United States, and the licenses of two lithography machines have been revoked; China's Yangtze River Storage's chip equipment has also been subject to various scrutiny by the United States.
Recently, Samsung and Micron plan to increase the price of memory chips in the first quarter of this year, and it is expected that the DRAM increase will be about 15-20%.
Because of the various methods of the United States, the technology giants of the United States and the West seem to have stood up again, wanting to regain their advantage in the Chinese market.
Afterword
If China Core wants to really develop, it seems that it still needs to give up the illusion of American and Western companies, abandon all illusions, take the road of self-research in a down-to-earth manner, and insist on vigorously investing in research and development is the way of China Chip. List of high-quality authors