The United States has a long history of suppressing and blockading China. Since Huawei's 5G technology took the lead in breakthrough, Laomei is really anxious. The reason for the frenzied suppression of Huawei is that Huawei has pried the "hegemonic" status of the United States.
In the face of multiple rounds of sanctions from the old United States, Chinese companies led by Huawei have begun to recognize the reality that backwardness will be beaten, and the core technology must still be in their hands to have enough chips. Therefore, many excellent companies have begun to lay out the semiconductor industry. In order to reduce the dependence on Laomei and develop China's semiconductor industry chain, we will contribute our own strength.
Through the continuous investment in independent research and development in recent years, the achievements made cannot be underestimated. According to data, in the first four months of 2023, China's imported chips decreased by more than 39 billion, and in 2022, it decreased by 97 billion year-on-year. It can be seen from these that China will reduce the number of imported chips more this year in imported chips. It can be seen that the production capacity of China's semiconductor industry chain is gradually increasing, and the dependence on the outside world is gradually decreasing. In order to accelerate de-beautification, we are sparing no effort to take the road of independent research and development and continue to innovate.
In late May, the mainland's two-month review of U.S. chip giant Micron had results, because there were indeed cybersecurity risks, and it was banned from sale, which was also China's first "bright sword" against American companies.
The reason for taking Micron to open the knife is that Micron's products do have potential safety hazards, coupled with Micron's lobbying of the United States, so that Fujian Jinhua, Yangtze River Storage and other Chinese chip storage companies, because of their improper means suffered a lot of losses. It can be said that Micron is using the money earned in China to target our company. Now that Micron's products are banned, it can be regarded as giving back to the other way.
After Micron was banned, it took the lead in finding Japan, to increase investment in Japan, increase production capacity, and to introduce advanced EUV lithography machine technology, Japan also responded positively, first took out a subsidy of 1.5 billion US dollars, and couldn't wait to announce that 23 kinds of semiconductor equipment will be subject to export control, and it will be officially implemented in late July for two months.
Since the Sino-US "core war", not only Chinese companies have suffered losses, but the losses of American companies are not small, in the face of huge losses, American chip giants are actively trying to find ways to ship to China, and Japan is now in order to curry favor with the United States, make the decision of export control, willing to be the vanguard "cannon fodder" of the United States, really not very wise. Does Japan think that Japanese companies can develop better in this way?
As the world's largest semiconductor consumer market, some companies want to enter the Chinese market to get a piece of the pie. Not to mention that some chip companies in the United States are actively shipping to China, the development of domestic enterprises alone should not be underestimated, such as Changxin Storage will build four fabs, which is of great help to its market share. In addition, ASML in the Netherlands is also actively shipping to China, and its upstream manufacturer KMWE has also decided to build a factory in China to produce products specifically for the Chinese market to circumvent the restrictions of chip rules.
The reaction of so many companies, I think Japan can not see, now to make such a decision, is also their own choice, according to the data, nearly 40% of Japan's semiconductor equipment is exported to the Chinese market, how to see that now Japan is a little smashing their own job. I hope that Japan's current enterprises will not be "dismembered" by the United States like Toshiba, Hitachi, etc. before them.
Compared with Japan, South Korea's decision is much wiser, in fact, when Micron was censored, Biden warned South Korea that if Micron was banned from sale, South Korea's Samsung, SK Hynix and other Korean companies could not seize its market share. It is also overbearing enough. Samsung, SK Hynix and Micron are all competing relationships, peers are wronged, this Micron is now banned from sale, do not let it seize share, this is not to watch the cake is not allowed to eat, how uncomfortable.
Then, South Korea issued a decision to the United States to request the United States to re-examine the chip subsidy bill, because the United States took out $52 billion in subsidies in order to attract foreign companies to build factories in the United States, but after attracting TSMC, Samsung and other companies to build factories in the United States, they upgraded restrictions. It's a bit difficult for these companies to ride. It is also understandable that such a request is made in the interest of oneself.
Moreover, according to a number of media reports, on the 26th of this month, during the 29th Asia-Pacific Economic Cooperation (APEC) Trade Ministers' Meeting, representatives of China and South Korea met. Trade exchanges between the two sides should be strengthened, and a decision was made to strengthen cooperation in semiconductors. South Korea also made its own wise choice.
China is very welcoming to friends who come to do business with us. We have also been adhering to the principle of fairness and justice to create a good business environment for everyone. Legitimate enterprise competition, we do not stop, there is competition and gap in order to find the right direction to innovate and progress.
At the same time, we should pay more attention to the training and reserve of talents, improve the welfare of scientific researchers, and adhere to the road of independent research and development. The core technology must be in their own hands, so that they can have more say and competitiveness.
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