In recent years, the mainland semiconductor industry has developed rapidly, and this development speed has made the United States feel a sense of crisis. So there is Yangtze River Storage, the equipment purchased according to the law, but not even the parts. In the face of export control measures by the United States, the production of domestic enterprises has been greatly affected.
It is precisely this status quo that allows us to understand the difficulties and challenges that domestic semiconductor component companies need to face. What kind of enterprise is Changjiang Storage? Why is it regulated in the United States? Will the continental storage industry of the future be self-sufficient?
First, the development and current situation of Yangtze River storage
In 2016, Yangtze River Storage was established. It is a company focusing on the design, manufacture, production and sales of 3D NAND flash memory IDM memory, and it is also the only 3D NAND flash memory manufacturer in China. It can be said that Changjiang Storage has grown very fast from an unknown junior to a leader in the storage industry.
YMTC supplies 3D NAND flash memory wafers and pellets to global partners, which are widely used in mobile communications, server and data center industries. It can be said that China Yangtze River Storage is a new star in the flash memory field, which also fully demonstrates China's speed.
As a well-known semiconductor memory chip manufacturing enterprise in China, Changjiang Storage has always been in line with the concept of scientific and technological innovation and domestic development and substitution. However, the mainland's ability to remanufacture semiconductor equipment is still insufficient, and it still relies on imported parts in equipment maintenance and other aspects.
At a recent conference, Dr. Chen Nanxiang said that the chip equipment bought back can not get parts, and if there are parts, there are no people who can repair them. This not only has a great impact on the company itself, but also hinders the development of domestic semiconductors.
U.S. chip export controls and intensified supply disruptions have brought huge uncertainty to China's storage industry, which is very unfair. Dr. Chen said that the chip industry chain is about to enter a turbulent and disorderly moment.
Second, the crisis and opportunity of domestic storage enterprises
The more well-known semiconductor parts and components enterprises in China include Fuchuang Precision, Huaya Intelligence, Zhengfan Technology and so on. The problem of parts supply is not only in Yangtze River storage companies. Even the entire domestic parts and components enterprises are facing such a dilemma.
In general, the strength of these domestic semiconductor companies is very strong, but there are still many deficiencies in some parts supply and maintenance equipment. It is precisely because of the rapid development of China's technology industry and the existence of some deficiencies that the United States is aware of the existence of the crisis and wants to curb the further development of the mainland storage industry.
In order to obstruct and curb China's rapid development, the United States uses suppression and sanctions to achieve the purpose of decoupling and cracking down on China's semiconductor industry.
But from another point of view, it is this move by the United States that lets us know that China's strength has been recognized by the United States. At the same time, it makes us more aware of where the weaknesses are and where the future focus is.
Remember Bill Gates said such a sentence: "Restricting the export of American chips to China will only accelerate the development of China's chip industry, and ultimately damage the interests of American chips themselves."
The current situation forces us to invest a lot of research and development in parts supply, equipment and other fields, which will make our scientific research technology more innovative and more independent, and I believe that we will get better and better in the future development of science and technology.
Third, the future development plan of storage enterprises
Although the mainland semiconductor parts industry has achieved many gratifying results, the lack of technology, patents, etc. has made us more dependent on foreign countries. If you want to avoid being hit by constraints in the future, this requires enterprises to strengthen technological innovation and improve their own production capacity. Continuous learning and specialization make enterprises more advantageous in the competition.
The state should pay more attention to the cultivation of scientific and technological talents, so that more high-level talents will appear in the field of science and technology industry; The state can set up a special semiconductor agency to solve special problems. Government departments should also provide better policies to provide maximum support for enterprises and create a better development environment.
The storage industry is an important information technology field, which is of great significance to the development of science and technology in the mainland. I believe that as long as we work together, we will be able to promote the development of the domestic semiconductor parts industry and realize the prosperity and sustainable development of the science and technology industry.
I believe that to give our enterprises more time, in a more solid foundation of the same form to enhance our national science and technology, the power of domestic production will be stronger.
summary
Domestic substitution is a road that must be taken in China at present, which is also the key to changing the troubled and unfair situation of the storage industry. Our people have always been unremitting in dealing with things, and I believe that in the near future, we will break through against the trend, turn crises into opportunities, and realize the era of self-sufficiency in science and technology.
How much impact will the US export restrictions have on domestic semiconductor parts companies such as Yangtze River Storage? Can we resist? What do you think about this?