As we all know, at present, no country or region in the world can independently handle the full set of ** chain of the chip industry, and everyone is a combination of global strengths to form the entire ecosystem.
For example, the familiar mobile phone SoC, most of the major manufacturers use the architecture and IP core of EDA in the United States and ARM in the United Kingdom, and after designing the SoC, they will be handed over to TSMC to ......
In TSMC's factory, it is necessary to use the lithography machine of ASML in the Netherlands, semiconductor equipment in the United States, semiconductor materials in Japan ......and so on
Under such a global industrial chain, everyone has a clear division of labor and is very meticulous and focused, and most of each enterprise only focuses on participating in a part of the industrial chain, and finally forms an ecosystem together.
The industrial chain will also be automatically adjusted, survival of the fittest, and then based on the market, situation, etc., and finally formed the current situation.
The United States, Japan, and Europe are basically in the upstream of the industrial chain, especially the United States, which is mainly good at the design of EDA, IP, equipment, and chips.
As for China, including Taiwan, the main advantage is manufacturing, after all, China has a mature, stable, high-skilled, and hard-working labor market, and a sound industrial chain system.
So comparatively speaking, manufacturing chips in China is cheaper and more efficient than manufacturing chips in any other country or region in the world.
From the perspective of production capacity, China (including Taiwan) has won more than 60% of the world's chip production capacity and undertakes most of the world's chip manufacturing tasks.
It can be said that if we develop according to this logic, the United States will master EDA, IP, equipment, etc., Japan will master materials, equipment, ASML will master lithography machines, etc., while China will focus on chip manufacturing.
Then global chip companies can use EDA, IP, etc., to design chips globally, and then put them in China to manufacture, which is the best solution and the best solution for the industrial chain.
But the United States disagrees, feeling that it is the overlord of chips and has mastered the upstream industry, like Japan and the Netherlands are its own little brothers, and must not let China become strong in chip manufacturing, so won't it have to ask China in the future? How can this work?
Therefore, in the past few years, various bans have been passed to suppress China's chip industry and hinder the rise of China's chip industry, and at the same time I want to revitalize the chip manufacturing industry, so that chip manufacturing can be completed independently in the United States without relying on China.
Can the United States do it? No one knows, and the United States will succeed in suppressing China's chip manufacturing industry and trying to block the rise of China's chip manufacturing industry? It is estimated that China will definitely think that it will not succeed, after all, it was possible to succeed in building atomic bombs in the past, and now it is naturally more successful in making chips.