New Year's goods are not closed
Recently, there has been a fierce contest between China and the United States in the field of semiconductors, which not only affects the two countries, but also affects the lifeblood of third countries such as South Korea. Let's take a look at how it happened.
It all started with a recently introduced policy in the United States called the Inflation Reduction Act. This bill explicitly eliminates subsidies for imported cars. Considering South Korea's Hyundai Motor's high dependence on the U.S. market, this move is a direct blow to the competitiveness of the Korean auto industry, especially Hyundai Motor, in the U.S. market. It can be said that this move by the United States has directly harmed the economic interests of South Korea.
At the same time, the United States continues to impose technical blockades and sanctions on Huawei. Samsung, Hynix and other South Korean semiconductor companies were forced to interrupt Huawei's chips**, resulting in a serious decline in corporate profits. What's more, the United States also explicitly banned Samsung and Hynix from filling the gap left by Micron's withdrawal from the Chinese market.
In addition, the United States has recently relaxed export controls on Samsung and Hynix. They are allowed to continue to supply chip-making equipment to factories in China. This will undoubtedly squeeze the market space of China's local enterprises, and strong enterprises will also face huge pressure from the first war.
Under the suppression of the United States, Chinese chip companies are facing arduous development challenges. Huawei, YMTC and other companies have invested heavily in independent research and development in an attempt to break through the technological blockade of the United States, but at the same time, they are also under pressure from low-price competition from competitors such as South Korea. According to the analysis, the United States' move is to weaken China's chip strength through low-price dumping.
In the face of the complex situation, China must take active response measures to promote the sustainable and healthy development of the domestic chip industry
First, we will make every effort to introduce foreign advanced technology, and at the same time increase R&D investment and strive to achieve breakthroughs in key technologies. In addition, it is necessary to accelerate the independent and controllable promotion of the industrial chain to ensure that the key links are not affected by the outside world.
Second, through preferential cooperation with developing countries, we can achieve mutual benefit and win-win results, and resist the suppression of developed countries.
Third, improve cost control and production scale capabilities to cope with the low price impact of competitors such as South Korea.
Fourth, strengthen brand building and international market operation, and strive for greater international visibility and market share.
Fifth, improve laws and policies to provide institutional guarantees for the innovation and development of enterprises. At the same time, we should intensify personnel training and reserve sufficient high-quality talents.
Sixth, China can take appropriate tariff measures to reasonably protect domestic industries and deal with dumping.
Seventh, actively participate in international cooperation and promote the progress of the global science and technology industry with an open and win-win attitude.
Under the current situation, Chinese chip companies are facing both challenges and opportunities. As long as we face difficulties and dare to deal with them, I believe that China's chip industry will continue to grow and occupy an important position in the semiconductor field. We are confident that Chinese chips will be able to gain a firm foothold in this competition and eventually achieve a strong rise!