Perpetual exemption? The results of the Sino-US core war have been announced, and the people**: Don't daydream!
As a country with a history of only more than 200 years, the United States has become the world's number one power for three fundamental reasons, namely, its strong military strength, its hegemonic meta-system, and its solid scientific research foundation. Especially in terms of cutting-edge technology, the United States was in the interwar period"Rob"Gone tens of thousands of top scientists,"Forced"They do their own research.
Thanks to this, a large number of technology giants such as Qualcomm, Intel, and AMD were born in the United States, and they took the lead in developing transistors and integrated circuits. Based on advanced technology and patents, these American companies are leading the trend of the semiconductor industry at the same time, firmly grasping the right to speak, and their wealth is no less than that of the world.
However, the birth of Huawei's Kirin chip and the rise of 5G have completely broken this pattern, and whether it is Qualcomm or Apple, it seems that those who are ahead of Huawei are monotonous. But what people never expected was that at the critical moment when Huawei's accelerated rise was being passed, the United States did not pay attention to benevolence, righteousness and morality"Long-arm jurisdiction", listing the entity list, ** chips and a series of non-commercial means to suppress Huawei.
As a result of this move, Huawei's core products, including smartphones, could not be launched for three years, and a series of companies suffered huge losses. However, to the amazement of the American science and technology community, Huawei is a hard bone by nature, and the mountain has collapsed in front of it without changing its face, and even if it is facing an existential crisis, it has no intention of surrendering to US hegemony.
The most important thing is that after witnessing Huawei's meeting, the domestic chip market has embarked on the road of self-development, and many Chinese companies have begun to focus on key technological breakthroughs and join the team of building independent chips. With the joint efforts of the whole country, the self-sufficiency rate of domestic chips has been visibly improved. According to customs statistics, from the beginning of 2022 to September 2023, the cumulative number of imported chip orders exceeded 157 billion!
On the contrary, export-oriented American semiconductors are thoroughly considered"Trapped"Qualcomm, Intel and other core U.S. companies, originally at least 30% of their revenue from the Chinese market, may be trapped by U.S. nuclear rules and unable to ship to Chinese corporate customers, so there is a serious backlog of inventory, revenue, market value, and heavy losses.
What makes Biden most distressed is that the blockade built by the United States at the expense of its own corporate interests has been broken by Huawei. At the end of August 2023, Huawei Mate60 was born, not only regaining 5G capabilities, but also the long-lost Kirin chip, which instantly caused a big shock in the industry.
In order to discover the ** chain of Huawei chips, US intelligence agencies even"Dismemberment"Mate60Pro, but in the end nothing was found. Obviously, as industry experts have said, Huawei has teamed up with domestic companies to create an indestructible one"China Chain"This also means that the domestic chip industry chain has been further upgraded, that is, China and the United States have lasted three years"Central Battle"！Outcome!
It is worth mentioning that the Huawei Mate60, which was launched 4 months ago, has exceeded 5 million units, which is still insufficient, and the praise rate remains above 99%. It is foreseeable that with the continuous improvement of Kirin chip production capacity, regardless of whether it is Apple or Qualcomm, it will be beaten back"Protoform"。
Perhaps aware of the crisis, in the past six months, Qualcomm, Intel and Nvidia, as representatives of American chip companies, have jointly lobbied the White House and issued a warning: if the shipment restrictions on the Chinese market are not relaxed, the future of American chips will rot in their own warehouses!
In addition, South Korea's Samsung, SK hynix, the Netherlands' ASML, etc., many have been"Hijacking"American manufacturers, who are unable to ship to the mainland, cannot remain silent and have put them one after another"Spearhead"Point to the fundamental rules of the United States and make it clear that the Chinese market is irreplaceable! The Chinese market is irreplaceable, no more"Decoupling"。
Under continued pressure from all sides, coupled with Huawei's success in breaking the blockade, the United States has finally begun"Let it go"。For example, they allowed Qualcomm to continue to give chips to Huawei, allowed ASML to continue to give low-end DUV lithography machines, and even to Samsung, SK hynix, and TSMC"Perpetual immunity"to allow their factories in China to operate normally. So, does this mean that the United States has compromised?
The answer is obviously no, the reason why the United States ships these enterprises free of charge is mainly through large-scale dumping of chips, lithography machines and other equipment, and using the advantages of basic technology to develop with Chinese enterprises"** Battle", thus disrupting the pace of the country's semiconductor self-sufficiency.
Some time ago, during Raimondo's visit to China, he publicly stated that the United States is willing to continue to provide China's first-class chips, but at the same time will continue to restrict high-end chips. It can be seen from this that US imperialism has never died, so-called"Let it go"Lao Mei is just a different form of suppression.
Therefore, no matter how the external environment changes, we must not let our guard down. As the "People's **" said, basic technology can not be bought, foreign companies can not be trusted, Chinese technology companies must abandon illusions, there is no shortcut to the rise of China's chips, only to increase R&D and innovation, to achieve"There is food in the hand"in order not to be afraid of any opponent. What do you think about this?