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The United States blocked the supply of chips by cutting off supplies, but China is not Japan. Since August, China's new countermeasures have taken effect, and China's new countermeasures are about to take effect, which can be said to be specifically aimed at semiconductor manufacturers.
Despite the fierce opposition from China, the Netherlands finally made an important decision in the field of semiconductors under pressure from the United States. On June 30, local time, the Dutch government announced new export control regulations for chip manufacturing equipment. The new rules, which will restrict the export of new deep ultraviolet lithography equipment to China, will take effect in September. For this decision from the Dutch side, it can be said that although we are mentally prepared, it is still difficult to be optimistic when the news really comes. Previously, the most advanced lithography equipment in the Netherlands, such as extreme ultraviolet lithography machines for the production of chips below 7 nanometers, had never been exported to China. However, some advanced deep ultraviolet lithography machines can still be exported to China, and these products are also a key source for China to obtain advanced technology for external semiconductor equipment.
As restrictions in the Netherlands tighten, it will become more difficult for the Chinese semiconductor industry to obtain advanced production equipment. Not to mention the equipment used to produce chips below 7 nm, it is likely that equipment in the 7-14 nm field will also be more difficult to obtain. Under such circumstances, the United States is undoubtedly the most satisfied party. After all, the Biden administration succeeded in forcing the Netherlands to surrender to the United States on this crucial issue through coercion. The current U.S. policy is also very clear. Obviously, they want to rely on the joint chip embargo on China to completely slow down the development of China's semiconductor chip industry, just as the United States blocked Japan's economic development by signing the Plaza Accord.
However, China is not Japan, and the game around the field of chip semiconductor technology is not over, and it is difficult to say who wins and who loses. After the United States and the Netherlands introduced new measures to reduce supplies to China, the Chinese Embassy in the Netherlands directly defined this behavior. Such conduct is typical of the abuse of export control measures. China's Ministry of Commerce also pointed out that in order to maintain global hegemony, the United States continues to generalize the concept of national security, artificially promote industrial disconnection and chain breakage, and seriously damage the development of the global semiconductor industry. China strongly opposes this! Hearing this, many people may think that China's response this time is just a verbal warning and does not have much impact, but this thinking does underestimate China's determination to counteract this time. After taking the lead in warning the United States and the Netherlands, China has also made clear countermeasures at the material level, and the current countermeasures can be said to be directly hitting the soft underbelly of semiconductor exporters.
On July 3, Beijing time, the Ministry of Commerce of China and the General Administration of Customs jointly issued the "Announcement on the Implementation of Export Control on Gallium and Germanium-related Items". According to the announcement, the mainland will implement export control on more than 30 kinds of gallium, germanium and related commodities such as gallium metal (elemental grade), and the new regulations will take effect in August this year for gallium nitride, germanium metal and regional molten germanium ingots. In terms of impact, this round of China's material restrictions on exports is crucial for the production of semiconductors, missile systems and solar cells. It is one of the indispensable raw materials. Astound. Some US media commented that this is a demonstration of the strength of the two opponents of China and the United States before the economic talks. But no matter what the United States thinks, China's measures are already in place, and semiconductor exporters such as the United States and the Netherlands will definitely feel the impact.
As for the reason for restricting exports, the reason given by China's Ministry of Commerce is "safeguarding national security and interests." As for what China is doing, the United States, the Netherlands and other countries should be able to smell it. In short, the United States should not trust China to stand idly by. If the US deceives too much, China's countermeasures will be inevitable. The United States and its allies must not underestimate the possible backlash against China, or they will pay the price. Cost.
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