At 3 p.m. on May 30, Musk landed in Beijing on a $66.5 million Gulfstream G650ER. Musk's trip to China is ostensibly to promote Tesla's Autopilot system and build an energy storage factory. Musk is actually trying to solve a tougher problem, because Tesla is in big trouble in China!
First, BYD looked up to the release of the series U8U9, amazed the world, BYD as a Tesla competitor is increasingly strong, sales all the way, and in the car concept and technology research and development and other aspects have surpassed Tesla, has become Tesla's main competitor, Musk must come to China to study and deploy countermeasures.
Second, on May 23, Japan announced a ban on semiconductor exports to China, which will be officially implemented on July 23. It involves 3 cleaning equipment, 11 thin film deposition equipment, 1 heat treatment equipment, 4 lithography equipment, 3 etching equipment and 1 test equipment. In addition, some silicon carbide, diamond, photoresist and other related semiconductor materials, high-quality 12-inch semiconductor silicon wafer manufacturing, EUV, GAAFET related EDA software, 32-bit and above processor cores and other related semiconductor technologies. Japan's move will seriously affect the production of domestic chip storage and other components, and new energy vehicles are chip "big households", the number of chips used in a single vehicle reaches 1000~1200, the types of chips reach 150, and some models with better performance, the number of chips used even reaches 2000 chips. Most of the chips used by Tesla are purchased domestically, and if they are purchased out, it will greatly increase production costs, so Musk must come to China to solve this problem, otherwise it will seriously affect production and profits.
Japan's semiconductor export ban this time is very vicious, more toxic than the US chip supply cut, the US chip supply is not a big deal no good food, Japan's is to cut off the rice, so that Chinese women are difficult to cook without rice, and China to grow rice It will take a lot of time, so the so-called Sino-Japanese diplomatic relations Sino-Japanese friendship is just our wishful thinking, we should be self-respecting and self-improvement to Japan to carry out fierce countermeasures! Why did Japan introduce this policy that harms others and does not benefit itself, you can refer to my previous article "Japan's embargo on China's semiconductors, how many cards do we counteract?" Ban Japanese schools! 》
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