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The release of the Huawei Kirin 9000s shocked the West, and Huawei successfully broke through the US blockade, but with it came a series of new challenges. According to outside sources, Huawei's chip technology has not only been stolen, but also faced a new technology blockade by the United States. This is undoubtedly a great blow to Huawei.
It is worth noting that the recent lithography machine giant ASML of the Netherlands announced that it has conquered 2nm lithography machine technology and plans to produce 10 such lithography machines in the next few months. The technology has already cost $300 million to produce, and each lithography machine is under scrutiny. However, due to restrictions imposed by the U.S. ban, Huawei is unable to access the technology. This means that Huawei has taken another step forward in the gap with Western semiconductor technology. More worryingly, ASML is prioritizing the supply of 2nm lithography machines to Intel, which is considered an elaborate conspiracy by the United States to prop up Intel to become a leader in the semiconductor foundry industry.
Although Huawei is facing a difficult situation, it cannot ignore a recent incident. Zhang Kun, a former Huawei executive, founded Zunpai Communications after leaving Huawei, and successfully obtained hundreds of millions of yuan in financing. However, Huawei found that the chips of Zunpai Communication and HiSilicon have a 90% similarity across 40 process nodes. Further investigation found that Zhang Kun used his equity and high salary to plan a theft of Huawei's technology patents, and he even asked engineers to take Huawei's core secrets away before leaving Huawei. More worryingly, the fact that Zhang Kun has American citizenship and worked in RF chip research and development at Qualcomm makes his behavior even more suspicious.
Recent events have shown that the U.S. blockade policy against Huawei has not stopped. The U.S. enacted the CHIPS and Science Act, which aims to tighten control over high-end manufacturing and requires TSMC and Samsung to build factories in the U.S. for tens of billions of dollars in subsidies. However, there is a more complex entanglement of interests behind this. The United States demanded that TSMC and Samsung hand over core secrets, otherwise they would cancel their previous commitments. However, TSMC resolutely rejected this request, and they clearly realized that once the core technology was handed over, the United States would inevitably hand over these technologies to Intel, thus helping Intel surpass TSMC in advanced processes. Therefore, the United States chose to give priority to the delivery of 2nm lithography machines to Intel, which is to achieve overtaking in the field of advanced processes.
ASML is a Dutch company, but four of its major shareholders are U.S. capital, which explains why ASML does what the U.S. says. With the help of ASML's technological advantages, the United States gave priority to Intel by giving ** 2nm lithography machine, which further hit TSMC and supported Intel's position in the semiconductor foundry industry.
These incidents show that Huawei must not only face breakthroughs in Western technology, but also guard against its own internal security problems at all times. While Huawei has made major breakthroughs, it has also encountered huge difficulties and challenges.
The challenge facing Huawei is a protracted battle. Despite its impressive achievements, Huawei must remain vigilant and not let up. Huawei needs to mobilize the strength of the whole country to help it achieve this goal, and to achieve this goal, it can make efforts in the following aspects:
First, Huawei needs to continue to strengthen its technology R&D capabilities. Only through continuous investment in R&D and continuous innovation can we surpass our competitors in technology and achieve independent control.
Second, Huawei needs to strengthen internal security prevention and control to prevent technology from being stolen and tampered with. Strengthen the monitoring of employees, improve security awareness, severely punish illegal behaviors such as technology theft, and protect the safety of their core technologies.
Thirdly, Huawei can work together to resist external pressure by cooperating with other domestic enterprises. Strengthen strategic cooperation with other Chinese enterprises, share resources and technology, form a joint force, and jointly resist external pressure.
Finally, Huawei needs to strengthen cooperation with China and strive for more policy support and resource investment. **We can increase support for Huawei and provide necessary investment and policy support to help Huawei tide over the difficulties.
Huawei continues to make major breakthroughs in the face of Western blockades and technology theft, which shows that Huawei has strong strength and resilience. However, the current situation is still severe, and Huawei must remain vigilant, strengthen its own technology research and development, internal security prevention and control, and strengthen cooperation with other domestic enterprises and enterprises to jointly respond to external challenges. Only by persisting in the protracted struggle can Huawei make greater breakthroughs and maintain its leading position in the global technology field.
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