Learn more about technology in "Circle Talk Technology".
Today, let's talk to you: after TSMC handed over the data, the chain reaction gradually formed.
In response to the problem of handing over core data, Samsung, TSMC and other chip manufacturers have resisted, but under various pressures, they can only compromise in the end, handing over the core data before the deadline, obviously customer orders, inventory chips and other information is the "lifeblood" of the enterprise, such data handed over to others, is destined to bring certain impact to the enterprise.
After getting the desired information, the United States can take the opportunity to control the global semiconductor industry and carry out different crackdowns on different enterprises, and now the overall situation in the semiconductor field is really the same as predicted before, the Chinese market has once again become the object of "care", previously it was still for domestic enterprises, and now foreign companies in China have also been restricted.
ASML as the world's only manufacturers that can produce lithography machines, although it has formed a monopoly on the lithography machine market, but its free shipping rights are not in their own hands, but the CEO of ASML is fully aware of the importance of the Chinese market, has been trying to promote cooperation with the Chinese market, and always wants to restore the supply of lithography machines, and previously declared: "In addition to the EUV lithography machine, the export of other products is not restricted!" ”
But we also understand that the actual situation is not so simple, domestic enterprises even if it is the import of DUV lithography machine, are extremely difficult, and the restrictions on EUV lithography machine are upgraded again, Korean enterprise SK Hynix originally intended to introduce EUV lithography machine for the upgrade of Wuxi foundry, but in the implementation of such a plan process is unusually unsmooth, this capacity upgrade plan was directly rejected.
It also means that the EUV lithography machine is basically hopeless to introduce domestic, even if foreign companies want to complete this operation is impossible, the global semiconductor market supply chain is further controlled, and at the same time, foreign companies want to use the Chinese market to produce low-cost chips The dream is also shattered, after the United States understands the specific capacity distribution of major chip manufacturers, it can formulate corresponding restrictions for each enterprise.
Such a "identity change" for chip manufacturers, will be a big blow, and take SK Hynix as an example, its domestic foundry contributed more than half of the production capacity, and Wuxi foundry is one of the most core, if you can not introduce EUV lithography machine, the production capacity upgrade, the follow-up chip related performance will not meet the high demand of the market, which will have a great impact on its market share.
This is not only the impact of overseas companies, even the United States local chip manufacturers, want to expand production capacity in the Chinese market has also been rejected, before Intel is like the Chengdu foundry to increase production upgrades, but was directly rejected by the relevant departments, such a practice will also indefinitely extend the global lack of core dilemma, but for chip manufacturers to build factories in the United States, they have no restrictions, the purpose of which is also obvious.
After TSMC handed over the data, some people mentioned: "This will help the United States to accurately restrict domestic semiconductor companies!" As previously predicted, at present, 12 Chinese companies have been pulled into the "restricted list", including many powerful research institutes and enterprises such as Unigroup, Guodun Quantum, Hefei Microscale, etc., and this time it is mainly aimed at companies in the field of quantum computing and chips.
Previously, "they" under the pretext of "finding out the reason for the lack of cores", requiring major chip manufacturers to hand over core data, but after handing over the core data, the so-called "lack of core investigation report" was not issued, and the real purpose was gradually cleared, aimed at domestic high-tech enterprises, so that EUV lithography machines and semiconductor industry chain gradually away from the Chinese market, restricting the development of Chinese enterprises is only the first step.
In recent years, the competitiveness of Chinese semiconductor companies has indeed brought a lot of trouble to U.S. companies, which may be the reason why they will have such a big move, once foreign companies in China's foundries can not produce normally, in order to avoid greater losses, many companies may directly choose to give up, and eventually will also embark on the road to build factories in the United States.
On the surface, there are many benefits to going to the United States, large subsidies, priority matching resources, not bothered by relevant restrictions, etc., but TSMC was framed after building a factory in the United States, not only to pay double the cost of building a factory, the plant has not been completed, but also forced to hand over the core data, obviously more than worth the loss of investment, TSMC also wanted to stop investing in this before, but obviously it is too late, the right to independent development is losing step by step.
"They" think that restricting the import of EUV lithography machine, can completely restrict us, in fact, this practice itself has something wrong, the development of science and technology needs to cooperate with each other, Chinese enterprises also have technology they do not have, and when we achieve a technological breakthrough, they will be "dumbfounded", thinking that advanced technology will become worthless, what do you think about it?