The United States announced the results, SMIC was proved, things are not so simple!
After the US paper ban came down, TSMC could not OEM for Huawei, when everyone set their sights on the domestic SMIC, was told that SMIC was also pulled into the entity list, but this pull into the matter of a few months, and then was "relaxed", of course, in some aspects there are still restrictions, such as high-end lithography equipment and some technology, equipment authorization, sales, etc., this is why it has been 2 years, SMIC is still in the 28nm field to increase the code, after all, the restrictions are in!
Recently, SMIC has also made great achievements, and even said that SMIC has made a breakthrough in 7nm and 5nm, as long as the high-end lithography machine has been in place, it can be put into production, but where there is such a simple thing, this is not, the United States has begun to move again, but this time to everyone's surprise, the United States not only did not implement the operation, but even said that some people or companies can no longer sue SMIC for the same reason. This operation also makes netizens confused, how can the United States occupy our side? However, things are really not simple!
The reason for the refusal is the most critical!
What's the big picture?
That is, some regions in the United States bought some securities related to SMIC in the over-the-counter market of the US securities exchange, and then said that their performance in some statements or documents violated the regulations of so-and-so in the United States, so it rose to say that this may bring risks to military uses and so on, so they began to ask for compensation.
Do you see that there is no reason for this, this requirement, is it very conventional, very similar?
But there is no way, people are so domineering.
SMIC also said that its chips are used in civilian and commercial terminals, and there is no mess.
This is a very conventional response, but at this time, the international semiconductor industry association SEMI said something, and this thing changed.
It said that if SMIC is pulled into the blacklist, it will be very harmful to the U.S. economy.
Then there was what everyone knew recently, and the U.S. side said that this matter had passed like this, and the plaintiff would not sue SMIC for the same reason or amended reasons in the future.
After this incident came, many netizens were curious, why did the United States begin to occupy the SMIC side this time?
In fact, this is not accounting, this is a worry.
After all, it is the market, after all, to develop.
As said at the beginning, SMIC was "relaxed" shortly after being pulled into the blacklist, and at that time it was also a time when the lack of core was strong, and SMIC's production capacity was just able to fill this vacancy, after all, the company is also going to develop, and no one can't go with money.
Moreover, as mentioned earlier, after pulling the blackout, it will harm the interests of the United States itself.
In fact, not only SEMI said so, recently many Us media or US CEOs have expressed similar views, former Intel CEO also said that the supply cut will only lose the income of US companies, and did not bring substantial results, but accelerated their rise in this field!
Previously, many companies relied on imports to solve their own needs, but when the Ban on the United States came down, many companies have devoted themselves to the field, developing their own technology, mastering autonomy, and even some time ago there were media statistics, in the past 4 quarters, the world's fastest growing 20 semiconductor companies, 19 are from China, this number in the same period last year was only 8.
In fact, in the end, this is not a stand-in line, nor is it a worry, more, maybe from an economic point of view, after all, in the past few years, the consequences of supply cuts are also more obvious!
Of course, if you listen to the words and attitudes of others, we still have to fight steadily and develop our own things, otherwise who will know when this supply cut operation will come!