Behind the United States, as the world's largest power, relies on three key factors: strong military strength, a hegemonic dollar system, and a solid scientific research foundation. Especially at the cutting edgeTechnologyIn terms of areas, the United States used the interwar period"Snatch"Many top scientists, by carrying it on"Compulsive"scientific research, thus giving birthQualcommIntel, AMD, and many moreTechnologygiants, the first to develop transistors and integrated circuits. Relying on advanced technology and patents, these American companies have not only set offSemiconductor industryand still firmly grasp global wealth.
However,HuaweiKirinChipsThe birth of 5G technology and the rise of 5G technology have completely disrupted this United StatesTechnologyThe pattern of hegemony. Whatever it isQualcommStillApples, in the faceHuaweiIt was all overshadowed before. And yet, right thereHuaweiAt the critical moment of accelerating its rise, the United States has unscrupulously suppressed itHuawei, adopted a range of non-commercial means, such as:"Long-arm jurisdiction", Entity Inventory, andChips** Interruptions, etc. This unjust practice leads to:HuaweiStuck in a three-year-long situation where no cores are available, including intelligenceMobile phonesand many other businesses have been hit hard. But amazingly,HuaweiThis hard bone can not change its face before the collapse of Mount Tai. Despite the existential crisis,HuaweiThere is not the slightest intention of giving in to US hegemony.
In this case, domesticChipsThe market has begun the road of independent research and development, and many Chinese companies have begun to focus on core technology breakthroughs and join independent productionChipsof the team. 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 enterprises have cumulatively reduced importsChipsMore than 157 billion of them! In contrast, the United States, which is dominated by exportsSemiconductorsThe business fell into"Self-limiting"of the situation. QualcommInteland so on, the United StatesChipsAt least 30 percent of the company's revenue comes from the Chinese market, but it is constrained by the United StatesChipsrules, unable to ship to Chinese companies, resulting in a serious inventory backlog, revenue and market value, heavy losses.
However, to everyone's surprise, inHuaweiFacing the critical moment of lockdown,HuaweiNot only successfully broke through, but also achieved technical upgrades. At the end of August 2023,HuaweiLaunchedmate60, thisMobile phonesNot only does it have 5G capabilities, but it also re-equips KirinChips, which caused a sensation in the industry as soon as it was released. In order to understandHuaweiKirinChipsThe ** chain, and even the US intelligence agencies have pairsmate60pro carried out"Anatomy", but didn't end up getting much information. It's clear that, as industry insiders **,HuaweiIt has cooperated with domestic first-class businessmen to create an indestructible"Hua Chain", and at the same time domesticChipsThe industrial chain has also been further upgraded. This is the result of the Sino-US core war for more than three years!
It is worth mentioningHuaweimate60Within four months of its release, sales exceeded 5 million units, and demand is still in short supply, with a positive rating of more than 99%. Predictably, with the KirinChipsThe continuous improvement of production capacity, whether it isApplesStillQualcomm, will face the fate of returning to their original form. Perhaps aware of the crisis, over 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 restrictions on the Chinese market are not relaxed, the future of the United StatesChipsWill be piled up in their own warehouse! In addition, South KoreaSamsungSK hynixand the NetherlandsasmlManufacturers that are also restricted by the United States and unable to ship to the Chinese market have expressed their stance and aimed the spearhead at the United StatesChipsrules, and make it clear that the Chinese market is irreplaceable and will not be conducted with China"Decoupling"。Under constant pressure from all sides, plusHuaweiSuccessfully breaking through the blockade, the United States has also begun to ease restrictions. For example, allowedQualcommContinue toHuaweiChips, allowedasmlExports of low- and medium-end DUVs to ChinaLithography machine, also givedSamsungSK hynixand TSMC"Perpetual immunity"to allow them to operate normally in their factories in China.
However, does this mean that the United States has compromised? The answer is clearly no. The main reason why the United States has relaxed restrictions is through large-scale dumpingChipsLithography machineand other equipment, using the advantages of basic technology and Chinese enterprises"** Battle", in order to influence domestic productionChipsSelf-sufficient pace. Not long ago, during her visit to China, Raimondo publicly stated that the United States is willing to continue to provide to ChinaChips, but at the same time will continue to limit the high-endChips。This shows that US imperialism still has intentions towards China, the so-called US"Loosen restrictions"It's just a change in the way the crackdown is done.
Faced with this situation, ChinaTechnologyEnterprises must not have illusions, and must be aware of the reality that core technologies cannot be bought and foreign companies cannot be relied on. ChinaChipsThere is no shortcut to the rise of the industry, only to increase R&D and innovation"There is food in the hand"In order to be not afraid of any opponent in the competition.
In short, the reason why the United States has become the world's largest power is mainly due to key factors such as military strength, dollar hegemony, and scientific research base. However,HuaweiThe breakthrough broke the United StatesTechnologyThe pattern of hegemony has led the results of the Sino-US core war for more than three years. However, we cannot let our guard down, and the United States still has a right to itHuaweiand ChinaChipsThe industry's intention to crack down. ChinaTechnologyEnterprises should increase independent research and development and innovation, so that the core technology is independent and controllable, in order to gain a firm foothold in the competition.