As we all know, due to the modification of the chip ban by Lao Mei, Huawei has encountered a lack of cores. In addition to Huawei, many domestic technology companies such as Xiaomi, DJI, and Alibaba have been suppressed by Laomei. But not only Chinese enterprises are regarded as "thorns in the eye" by Lao Us, as long as there are countries and enterprises that surpass US enterprises and pose a threat to the status of Lao Us, Russia is a good example.
After China, Russia has also become the focus of the old United States crackdown. Since March 2022, many U.S. companies have cut off supply to the Russian market, including American giants such as Microsoft, Apple, and Intel. Because of the "turmoil" of the old United States, the global chip market has ushered in a major reshuffle, and whether the dominance of American chip companies can still be maintained has become an unknown.
After Huawei was cut off, domestic technology companies have strengthened self-research, and many universities and scientific research institutions have also begun to delve into integrated circuit-related topics, using national strength only to break the monopoly of US companies in the semiconductor field. After the Russian market was sanctioned, it also had some countermeasures.
Not long ago, russia officially announced that it will invest 900 billion rubles and 3000 billion rubles to develop the local ICT industry and semiconductor-related technologies, and will also accelerate the independent research and development of X-ray lithography machines. Of course, that's not the end of it. Recently, new news came from the Russian side that Russia will restrict the shipment of inert gases, including neon gas. Only companies that have obtained a supply license can continue to ship freely. What is the significance of this news?
First, we need to figure out what effect inert gases have on semiconductor manufacturing. Inert gases such as neon gas are very important raw materials in the chip manufacturing process, and neon gas is generally used for lasers that print tiny circuits on silicon chips, which are indispensable. Nearly 1/3 of the world's semiconductor grade neon and palladium come from Russia. Therefore, once Russia restricts the supply of inert gas, then the semiconductor companies in the United States will be very difficult to suffer a serious blow. Obviously, the supply cut of Lao Mei has had the opposite effect.
Whether it is the suppression of Chinese enterprises or the sanctions against Russia, laos and the United States have adopted the practice of "wounding a thousand enemies and losing eight hundred." In the context of global economic integration, no country can exist independently, and no one company can monopolize the entire market. In order to consolidate the position of local enterprises in the semiconductor field, Lao Mei has not hesitated to suppress other companies and countries, trying to use the means of modifying chip bans and supply cuts to prevent the development of other companies, which is not feasible.
Taking China's semiconductor market as an example, in the past 3 years of being suppressed by Lao Mei, due to the impact and reflection of the Huawei incident, domestic technology companies have a sense of crisis. More and more technology companies have joined the team of self-developed chips, and more and more companies have begun to pay attention to scientific and technological research and development, which has also created conditions for China's breakthroughs in the field of semiconductors.
From another point of view, if there is no "spur" of Laomei, perhaps the development speed of Chinese technology companies is not so fast, and there is no goal of "70% chip self-sufficiency rate in 2025". I hope that domestic technology enterprises can continue to work hard and strive to get rid of the "stuck neck" dilemma as soon as possible!