2024 Chinese New Year outlook
China spent $300 billion on importing chips in 2020, reaching a record-breaking $415.9 billion in 2022 and falling to $349.5 billion in 2023.
The chip is a high-tech modern industrial product, and its role is to carry out logic operation, analog storage, sensing control and other functions in the circuit. Without chips, it is impossible to manufacture modern products.
Modern industry is inseparable from chips in the production of automobiles and mobile phones, while it is difficult to manufacture aircraft, missiles, spacecraft and high-end scientific and technological equipment without chips.
Why is it difficult to develop and manufacture chips? Because this is high-tech, it has to be able to load billions of electronic components in an area the size of a fingernail.
Nowadays, the production of an ordinary low-end car requires more than 40 kinds of 500 to 600 chips, and the production of a high-end intelligent connected car requires at least 150 kinds of more than 5,000 chips.
The CT machine in modern medical devices, the NMR machine cannot operate without a chip.
The current space shuttle does not have high-end chips, so it cannot fly into the sky, and missiles cannot carry out precise guidance without chips.
Due to many reasons, there is a big gap between China and the United States in the field of chips.
China's chip manufacturing has long been oppressed by the United States, and on October 17, 2023, the U.S. Department of Commerce, Customs and other departments jointly issued stricter regulations to "prohibit the export of chips with a computing speed of more than 300 trillion times per second to China". China buys American chips, all of which are low-end or primary and mid-range.
Now that the international high-end chip market is controlled by foreign manufacturers, China is catching up in order to break down barriers.
On the eve of the founding of New China, in the face of the US blockade, the great leader of the Chinese people wrote in the glorious article "Farewell, Situ Leiden": "How much difficulty is what to fear. Blockade, blockade for ten years and eight years, all China's problems have been solved. Chinese are not afraid of death, are they still afraid of difficulties? ”
As a result, since 1964, China has built "two bombs and one satellite" and nuclear submarines, which proves the prediction of the great man.
Today, in the 21st century, the United States continues to play this trick and ban the sale of high-end chips to China.
To what extent has the United States done the worst?
The manufacturing equipment necessary to produce high-end chips is lithography machines, and the most advanced manufacturing country in the world is the Dutch lithography machine manufacturer ASML, with China being the company's second largest customer.
However, the U.S. Congress enacted the "Chip Science Act", which was signed into law by Biden in the United States. This "bill" adopts a long-arm jurisdiction, stipulating that no country in the world is allowed to sell China's advanced lithography machines, otherwise it will be sanctioned.
Originally, in order to make money, the Netherlands had agreed to give China the most advanced lithography machine. After the United States promulgated the "Chip Science Act", the Netherlands was scared and broke the contract, saying that the lithography machine would not be sold to China.
See? In this world, because of the hegemony of the United States, many troubles and disasters have arisen in human society.
On the other hand, China's chip industry is structurally unreasonable first, and its development in packaging and testing is relatively good, but it is relatively weak in chip design and manufacturing.
China's Huawei company is working hard to develop the Kirin 9000s chip a few months ago and is closing the gap with the United States.
China has manufactured chips with 7nm process and higher-end 5nm and 3nm process chips, but China still has very few, or basically none, because it cannot be produced for the time being.
Only by recognizing the gap can we fill it. In the future, 5nm and 3nm chips will definitely be manufactured in China.
This is just like the Chinese culture "The Book of Rites: The Mean" says, "Smell and end the ceremony, know the shame and then be brave." ”
In 2023, 351.4 billion chips will be manufactured in China, an increase of 6 percent from 324.2 billion in 2022, an increase of 27.2 billion9%, while global production is declining, China is rising, indicating that China's chip industry has achieved a new breakthrough.
Just as the United States and the Soviet Union "nuclear blackmail" blocked China's nuclear technology, China built the atomic bomb, the United States blocked China's satellite navigation technology, and China produced the "Beidou" navigation, and now the United States' practice and policy of blocking China's chips will be a complete failure.
The ** above is a chip produced by the Chinese company Huawei Technologies, which has broken through the US blockade at the 7nm (nanometer) level.
The ** above ** is the United States ** Biden took the wafer of the chip and said "this is not allowed to be sold to China".
U.S. Secretary of Commerce Lehman has repeatedly publicly clamored that he must adhere to the technological blockade against China.