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The global market industry has suffered one change after another, especially in the semiconductor field, where supply chains have been faulted, chips are facing shortages, and many manufacturers have been affected. And all this has a close connection with the United States, under the rules of the other side, Huawei, SMIC need to have the corresponding license, the company can supply to it.
In addition, TSMC also hopes to obtain TSMC's corporate data. What is the purpose of the United States behind these actions? What are the changes in all companies?
<h1 class="pgc-h-arrow-right" data-track="4" > Huawei, SMIC gets permission</h1>
The global development of domestic enterprises is inseparable from the market supply chain, and many advanced technologies and equipment need to rely on foreign suppliers for support. This is very beneficial to the development of the global economy. However, some countries have arbitrarily interfered in the order of market operations, and have stirred up the market economy that was originally peaceful and uneventful.
If you want to obtain the supply of goods from foreign suppliers, you must first obtain the consent and permission of the other party. As long as the supplier contains the other party's technology, it is within the limits of the rules. For a time, in order to ship smoothly, enterprises can only participate in cooperation by applying for permission.
The rules and measures have been implemented for more than a year, during which time domestic enterprises have obtained what licenses? According to statistics, from November last year to April this year, Huawei and SMIC have obtained a total of hundreds of billions of dollars in technology export licenses. Among them, Huawei got 113 copies, worth $61 billion. SMIC 188 servings, worth $42 billion.
Huawei, SMIC has obtained 301 supplier licenses, with a cumulative value of $103 billion, equivalent to 657.3 billion yuan.
Placed in the global industrial chain, this is a considerable market-scale order. It is believed that in the corresponding license, Huawei and SMIC have obtained the license of key equipment and product supply.
But it is not enough, Huawei, SMIC brought by the supply chain output value is not only in the hundreds of billions of dollars. In the long run, the industrial chain transactions involved in the two sides, the import and export trade of equipment and the market benefits generated by mutual cooperation, etc., may not be measured by money.
However, as far as the current situation is concerned, it will take time to complete the restoration of the past supply chain production state. If there is no interference from some factors, it is estimated that there is not much possibility of completing the liberalization of market cooperation and breaking the shackles of the rules. But just after Huawei, SMIC just got the license, another company, TSMC, suddenly "changed its face".
<h1 class="pgc-h-arrow-right" data-track="12" > Ni Guangnan was right</h1>
The eyes of the United States are not only on huawei and other companies, including TSMC. In recent years, TSMC's strength has become stronger and stronger, and while its revenue has broken through new highs, it has also conquered the chip process to the 5nm process. It is expected that mass production of 3nm chips will be made in the second half of 2022.
For the deployment of these leading industries, the United States also looks at it. In order to improve the local chip manufacturing industry, the United States has invited TSMC to build factories in the United States many times, and finally TSMC also decided to invest $12 billion to build a 5nm chip factory in the United States.
But it is not over, and the United States has put forward a new demand for TSMC to hand over corporate secrets. This confidential information relates to critical chip inventory, sales records, and more. At first, TSMC's attitude was to refuse, but it suddenly changed its face and said that it would submit information within the deadline to overcome the challenges in the global semiconductor supply.
TSMC's sudden change of face was indeed unexpected by many people, and it seemed to verify what Ni Guangnan said.
Ni Guangnan, an academician of the Chinese Academy of Engineering, has said that practice tells us that the real core technology cannot come and cannot be bought.
Ni Guangnan is right, because the technology is in the hands of others, so the right to speak is also in the hands of others, whether you can get technical support, product shipments, etc., you have to rely on the other party to agree. Even if there is more money, it may not be exchanged for leading technology. Therefore, we can only rely on our own research and development, rely on our own strength to solve one problem after another.
Because of the core technology, you have to let others agree to get permission. Some people may think that mastering the world's advanced high-end chip manufacturing technology is not mastering the core technology?
Indeed, but in each industrial chain, there are American technologies, from materials to equipment, to various technology patents, etc., these core technologies are acting in the major industrial chains. Whether or not to use these technologies at that time is still up to others to decide.
<h1 class="pgc-h-arrow-right" data-track="21" > changes for companies on all sides</h1>
Huawei, SMIC and TSMC have all developed in the chip industry market for decades, and Huawei has solved many business needs by relying on self-developed chips. SMIC and TSMC also occupy important positions in the manufacturing industry.
However, under the intervention of some countries, the changes in the enterprises of all parties are still very obvious. This change is mainly reflected in the globalization of the market.
Huawei, SMIC, and TSMC all have business deployments in the global field, but due to the rules, the development of globalization will change. Huawei's 5G, chips, etc. must be supported by the global industry chain, and it is necessary to actively explore ways out.
SMIC needs to source critical equipment from overseas, as does materials. As for TSMC, after building a factory in the United States, it decided to build a factory in Japan to expand the scope of globalization. The changes in the enterprises of all parties are still slowly unfolding, and how to end it in the end depends on their respective situations.
<h1 class="pgc-h-arrow-right" data-track="26" > summary</h1>
Huawei has made great contributions to the development of science and technology in China, and SMIC has also brought basic guarantees to the domestic semiconductor manufacturing industry. Nowadays, TSMC has become the focus, and the outside world is paying attention to the future direction of TSMC. If the other party is not asking for information, but technology, how should TSMC respond? Based on this consideration, TSMC should plan ahead.
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