We are no longer pretending to be in the chip breakthrough with the West, the latest news, US Secretary of Commerce Raimondo said again, China is not ashamed to express its ambitions, and has taken an increasingly positive attitude in chip production. Look, our actions in the field of chips have made it start to worry.
What action?
First, the West can no longer have the illusion that it can jam our necks, why do you say that? It is rumored that the eagle has turned the Kirin 9000s chip upside down, and analyzed the transistor density with an electron microscope and found that this chip is too beautiful, equivalent to 7 nanometers, and the arrangement is very clean, and the process is also very mature, and the yield rate will not be low.
On the other hand, Huawei continues to release products equipped with this chip, such as the pocket2 released a few days ago, which is equipped with this chip, which shows an important fact that the production capacity of this chip is no longer a problem. Moreover, the fact that the Mate60 was not available in large quantities at the beginning can be sold at any time is now basically available at any time, which can also prove this.
The conclusion is that we can't be stuck. So since it can't be stuck, what will the West do? There is only one way. What is it? Let's talk about it later.
Let's talk about the second action first: that is, we are grabbing the share of chip manufacturing faster and faster, not only for our own use, but also for rapid expansion. Last year, we produced 351.4 billion chips, a year-on-year increase of 67%, but, note, in December last year, we produced 36.1 billion chips in a month, a year-on-year increase of 34%.
You can see it, brothers, the further back, the faster the growth rate, indicating a problem, in the past few years, we have established a number of production lines, and the production capacity began to be released last year.
A big problem brought about by this is that the chip order has come to us, and we are the largest chip demand market, and we can use it ourselves and make it ourselves. The results are clear.
Well, in the case of these two actions, the West began to get nervous. As I said, there's only one way for them. That is to hurry up and accelerate the development of Western chip technology, stay ahead, so that we have to use theirs.
It's like, it turns out, I just have to ask you to stop, I'm ahead, and you're going to have to use mine. Now I suddenly found that all kinds of tricks are not good, it is rushing forward, and I am about to catch up, oops, I am in a hurry. As a result, Raimondo reintroduced the chip bill this time, subsidized chip companies, and set a goal. In 2030, the share of cutting-edge chips produced in the United States will increase from 0 to 20%.
Can it be done? I don't think so. It's not the first time they've done this, the thunder is loud and the rain is small. This time it is even more serious, more than 600 companies have already submitted applications before the bill has started, and the subsidies totaling more than $70 billion. Raimondo said it was far more than the cost of the subsidy they planned to provide.
Anyway, I'm too lazy to talk about this, so let's wait and see.