The United States or dumping low-end chips? China is at risk after high-end chip sanctions!
According to some data, the United States accounts for about 50% of the global chip market. The United States will never allow any country or region to challenge its dominance in the chip field.
For example, in the 80s of the 20th century, Japan surpassed the United States in chip manufacturing. This means that the United States has canceled Japan's semiconductor martial arts, and Japanese semiconductor companies have to go upstream to develop equipment and materials.
In recent years, China's chip industry has developed rapidly, which is a big problem for the hegemony of the United States in the field of chips, so the United States has many concerns and immediately carried out rounds of suppression of China's chip industry.
From the U.S. perspective, it wants to block China's 14nm logic chip manufacturing process, 18nm DRAM memory technology, and 128-layer NAND flash memory technology, preventing or delaying the transition of China's chip industry to advanced processes.
To achieve this, the United States, along with Japan and the Netherlands, has imposed an embargo on advanced semiconductor equipment to contain China's core.
Under the constraints of advanced technology, we are currently actively developing mature technology, continuously expanding the scale of production, first increasing the production capacity of mature technology, and then moving towards advanced technology together with the domestic ** chain.
In this case, the United States may have to dump low-end chips into China. Because dumping low-end chips into China will do more harm than good to the United States.
At the same time, the U.S. wants to kill two birds with one stone – blockades at the high end and dumping at the lower end – to squeeze money out of China while slowing the growth of Chinese chip companies.
At present, for advanced processes, the United States is blockaded, such as 5nm and 3nm chips, we can't do it, and China must import these advanced chips to the United States, so the United States will definitely continue to block advanced chips, and the United States will continue to make money to do.
However, with the launch of the Huawei Kirin 9000s, the US has found that ** works to a certain extent, but not outright deadly, so it is foreseeable that it will launch a two-pronged dumping offensive next time.
Someday, we will make such advanced chips. At that point, the United States will try to suppress us.
For example, the United States gives unlimited preferential treatment to Samsung and SK hynix in Chinese mainland, and TSMC in Chinese mainland for one year, allowing these companies to expand production on their own as a first mover, mainly competing with American and Chinese companies.
Therefore, domestic chipmakers, especially those focused on mature chips, should stick to it. Because as long as this period continues, they can really cement themselves in the semiconductor space.