The United States has imposed chip restrictions in an attempt to curb the development of chips in China, but the situation is unexpected, China's chip technology has progressed more rapidly, and the United States may have to rely on China's trends. From the perspective of chip equipment, the US containment plan has not worked. Despite the fact that the United States is inSemiconductorsIn the manufacturing equipment sector, which has a global market share of about 40%, Japan and the Netherlands have a 30% and 20% share, respectively, and the three together have a global share of about 90%.SemiconductorsMonopoly of equipment. However, it is against the backdrop of the United States' increasing chip restrictionsSemiconductorsEquipment manufacturers are accelerating shipments to Chinese mainland. For example, the NetherlandsasmlThe company's revenue from Chinese mainland accounted for 14% in 2022, increasing to 29% in 2023. At the same time, Japan's largestSemiconductorsEquipment manufacturer Tokyo Electron will account for about 44% of its revenue from Chinese mainland in 2023. It is worth mentioning that domesticSemiconductorsEquipment companies are also trying to catch up, including China's largestSemiconductorsThe equipment manufacturer NAURA has successfully broken the long-term monopoly of American, Japanese and Dutch enterprises and entered the top ten ranks in the world, which is China'sSemiconductorsThe manufacturing equipment market has created a new horizon.
The U.S. attempt to impose chip restrictions may also fail in terms of chip capacity. Although the United States is mainly focused on chip design, it relies on TSMCSamsungand other manufacturers can meet production demand, and their own production capacity only accounts for about 10% of the world. In contrast, China's chip production capacity continues to increase, and is expected to account for about 30% of the global share by 2024, of which mature process production capacity is expected to account for about 40% of the world in 2025, ranking first in the world. Our cost advantage and technological progress will inevitably dominate the mature process field, which also means that the United States may have to rely on chip manufacturing in Chinese mainland. Even chip experts in the United States said that if the current development trend continues, the United States may eventually have to rely on the chip industry in Chinese mainland, because it cannot compete with Chinese manufacturers. Although the United States has provided $52 billion in chip subsidies, these subsidies have not made significant progress in the face of the rapid development of the chip industry in Chinese mainland. Some foreign media said that there has been an abrupt reversal of the situation, and the rapid progress of China's chip technology has put the restrictions of the United States to the point of no concern.
China's chip industry is in a critical period of strong development, and various signs show the ambition and potential of China's chip industry. In the international chip market, China is gradually getting rid of foreign technical barriers, and through independent research and development and innovation, it is expected to become the leader of the global chip industry in the future. Chips made in Chinese mainland have not only made technological breakthroughs, but also shown strong growth in production scale and market share. At the same time, China** has been vigorously supporting and investing in the chip industry, ensuring the steady development of the industrial chain. With China inSemiconductorsWith the continuous strengthening of the manufacturing field, its influence on the global chip market is also expanding, showing remarkable development potential.
China's chip manufacturing industry is gradually becoming an important force in the global chip market, and its rise is not only for ChinaEconomyDevelopment is of great significance, and it will have a global impactTechnologyThe industrial landscape has a profound impact. China's chip industry is gradually forming a complete industrial chain from raw material procurement to production and manufacturing, and then to market sales, breaking the foreign pairChinese chipsTraditional restrictions and monopolies of the industry. China's chip technology continues to improve, production capacity continues to increase, and it is expected to go global in the future. In this context, China's chip manufacturing industry has begun to emerge in the international market, for ChinaEconomyof continued growth andTechnologyThe improvement of strength has injected strong impetus. It is foreseeable that China's chip industry will become an important player and competitor in the global chip market in the near future, for the worldTechnologyDevelopment injects new vigor and vitality.
Chinese chipsThe rise of the industry is undoubtedly globalTechnologyThe major transformation of the industrial landscape, its steady growth and innovation momentum is not only for ChinaEconomylaid a solid foundation, but also for the worldTechnologyInnovation breathes new life. As China continues to make breakthroughs in the field of chip manufacturing, the international community is rightChinese chipsThe attention of the industry is also gradually increasing. China's chip industry is constantly moving towards the international stage and serving the worldTechnologyThe development of the field brings new opportunities and challenges. As oneTechnologyPractitioners, I am deeply proud and excited, and believe that China's chip industry will definitely make more brilliant achievements in the future, for our countryTechnologyThe cause has been injected with new vitality and motivation.