The global chip industry is engaged in a fierce battle of battles, with a recent ban from Japan in the spotlight. Just a few days ago, Japan announced a new regulation involving 23 chip materials and devices, a move that sparked widespread concern and discussion. How will the implementation of this regulation affect the global chip industry, especially in the competitive landscape between the two chip powerhouses, Japan and the United States?
Japan's decision has sparked a lot of controversy, one of the key questions is whether it will have a negative impact on Japan's own chip manufacturing industry. Japan's chip manufacturing equipment industry has reached about $30 billion, of which about $10 billion in orders come from the Chinese market. As a result, some analysts believe Japan's ban could cost its own businesses a significant loss. For example, Tokyo Electron, Japan's largest supplier of semiconductor manufacturing equipment, generated nearly a quarter of its chip-making equipment sales from the Chinese market last year. Similarly, the situation is similar for Nikon, a manufacturer of ArF immersion lithography, whose products for the Chinese market account for a significant proportion of its sales.
However, at the same time, the global chip giant of the United States has also seen some new movements. Shortly after Japan's ban went into effect, U.S. chip giant Intel made a tough statement. They say that if Chinese chip orders are lost, it will become pointless to build a chip production plant even in the United States. This remark has aroused widespread attention in the industry, and has also made the entire chip industry structure change again.
Compared with these moves by the United States and Japan, China has been actively promoting the development of its own semiconductor industry. Some local governments have introduced a series of policies to support the growth of the semiconductor industry. For example, Jiangsu issued the Notice on Several Policies to Further Promote the High-quality Development of the Integrated Circuit Industry, which mentioned that it will provide up to 20 million yuan of support funds for eligible enterprises. Similarly, Chengdu has also promulgated the "Implementation Rules for Several Policies to Accelerate the High-quality Development of the Integrated Circuit Industry in Chengdu", and the maximum support amount is as high as 500 million. Wuxi further increased the special fund through the "Several Policies on Accelerating the Construction of Integrated Circuit Landmark Industries with International Influence", reaching a high level of 300 million.
On the whole, the pattern of the global chip industry is undergoing profound changes. Japan's new regulations raise concerns, but they may also affect the development of its own industry to some extent. The United States continues to increase its competitiveness in the Chinese market, and Intel's statement has also triggered deep thinking in the industry. At the same time, China has been actively promoting the growth of its own chip industry, improving the innovation ability and competitiveness of domestic enterprises through various policy support. The future development of the chip industry is still full of variables, and the role and trend of countries in this global chip game will continue to attract attention.