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In order to curb China's scientific and technological development, the United States called on a group of younger brothers to impose sanctions on the mainland semiconductor industry. Japan, as the younger brother of the United States, is naturally the only follower of the United States.
As early as May this year, Japan announced the implementation of export controls on related semiconductor products and equipment. On July 23, the list of export controlled products and equipment was officially announced. The list covers almost all semiconductor manufacturing equipment. Up to 24 species.
When it comes to semiconductors, the first thing that comes to mind is ASML in the Netherlands and Nvidia in the United States. You may not know much about Japan's position in the global semiconductor market.
Japan plays an important role in the global semiconductor industry
The well-known ASML lithography machine is jointly manufactured by the whole of Europe, the United States, South Korea and Japan.
Its most critical complex optical equipment is all produced in Japan. In addition, the production of chips must also have photoresist, and 70% of the world's photoresist is produced in Japan.
In addition to these basic materials, Japan has extremely advanced lithography and etching equipment, which has been researched since the 60s of the 20th century and has been a world leader. Many chip companies in the mainland have imported a large number of these equipment.
Moreover, lithography and etching are important links in the chip manufacturing process, and they are also the weakest links in China.
The above products and equipment are on the Japan Export Control List. Japan says exports of these products must go through a strict approval process.
In this regard, the Japanese side excused itself to maintain domestic industrial security, but this export control measure will also bring huge losses to Japan.
Japan's relentless pursuit of decoupling from China has triggered a wave of corporate closures
What Japan is doing now is strictly implementing the policy of isolating China that the United States has been advocating, but can Japan really bear the consequences of decoupling from China?
As early as the end of 2022, instigated by the United States, some companies such as Japan, South Korea, and the United States announced restrictions on the export of semiconductor-related materials to the mainland.
In this case, the mainland directly made the decision to restrict the import of semiconductor products.
Although China is also struggling after losing some of its chip supply, many domestic chips have also appeared on the stage during this time. They may not be as mature as chips in the United States and Japan, but they already have initial replacements. This also allows us to further reduce our dependence on foreign chips.
In the first half of 2023, China's chip imports fell by 18.5% compared with the same period of previous years. Don't underestimate this 18.5%, which represents 51.6 billion chips and $33.1 billion, while Japan's total semiconductor exports to China in 2022 will only be $6.1 billion.
Many chip giants in the United States are also facing a huge decline in profits, but the United States is very affordable. Although it hurts, it does not hurt the muscles and bones.
But for Japan, this is extremely frightening. China is Japan's largest trading partner. Many Japanese products have very bright sales prospects in China, and the semiconductor industry is an important direction for trade between the two countries.
However, with Japan's sanctions on the mainland semiconductor industry, Japan's total trade with the mainland fell by 8.6% in the first half of 2023, while the trade volume of semiconductor raw materials fell by a full 30%.
In addition to the impact on Japan's foreign trade economy, this turmoil has also affected many small and medium-sized enterprises in Japan. According to incomplete statistics, in the first half of 2023, more than 4,000 enterprises in Japan have collapsed, triggering another wave of serious unemployment after the Japanese financial crisis.
Today, Japan has not only not learned the painful lessons of the past, but continues to increase sanctions against the mainland semiconductor industry. What the consequences are, let's wait and see.
Sanctions again and again will only make the "Chinese core" jump more powerfully
Everything that can't break us will only make us stronger.
Despite facing the international blockade, Chinese has never given up building its own chips. Many enterprises, universities, and research institutes have split the entire chip production process into one small link after another.
Countless researchers are tackling problems one by one, step by step, maybe slowly, but at least we are always advancing.
All sanctions will only become a catalyst for the "Chinese core". Now our level may still be far from the world's advanced level, but what we can do is to gradually reduce our dependence on the international market and slowly catch up.
I believe that one day, "China Core" will definitely break out with a strong momentum.
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