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-<Preface >-
Recently, Huawei suddenly released a 5G mobile phone Mate60pro on its official website, and it was sold out within 1 hour, which in addition to bringing great shock to most people in the country, but also deeply affected the world pattern of lithography machines.
As we all know, the mainland's chips have been sanctioned by the United States, and among the many sanctions of the United States, it is most convenient to order the Netherlands not to sell high-end lithography machines to the mainland.
However, just after this incident, the Netherlands lifted this ban and repeatedly promoted the process of selling high-end lithography machines to China, so behind this good intention, is it sincere, or is there some conspiracy hidden?
-< 5G charm >-
The sale of Huawei's 5G mobile phone can be described as an unusual behavior, first of all, this behavior means that we have made a huge breakthrough in chip technology.
Previously, many people thought that in this world, it is not surprising who makes a 5G mobile phone, but Huawei has made a 5G mobile phone, which is really very rare.
Because Huawei has always been the most severely sanctioned enterprise by the United States, the US sanctions against Huawei can be described as pervasive and unscrupulous.
Especially for the minimum 7nm chips required by 5G mobile phones, the United States has united with the world to make it difficult for Huawei to purchase any products for such chips, and at the same time crack down on Huawei's 5G products around the world.
Just like in 2019, Huawei was officially sanctioned by the United States, but in 2020, Huawei released a 5nm chip called Kirin 9000, which caused an uproar in the world at that time, because it had reached the most advanced level in the world at that time.
This move frightened the United States, and Qualcomm of the United States urgently released the Snapdragon 888 chip in Hawaii, which overwhelmed Huawei's Kirin chip, in addition, the United States announced the strictest sanctions in history against Huawei:
It is not allowed to provide Huawei with products containing any U.S.-related spare parts, and none of the production lines and products produced are allowed.
At that time, Huawei was extremely severely resisted by the United States, coupled with the lack of the mainland's ability to manufacture and package 5nm chips, the proportion of American accessories used in TSMC's production line was less than 10%, which was not within the scope of the US sanctions order.
Therefore, it is produced in Taiwan, and there is a line engraved behind the chip - 2031-TW, but the United States has issued more severe sanctions in response to these, so this move has led to Huawei's 5nm Kirin chip being forced to stop production.
Therefore, under the pressure of various sewing needles in the United States, Huawei released 5G mobile phones, and many people felt the shock, and at the same time brought some skeptical voices.
Because the US boycott is too bad, and Huawei's official resolutely does not say the process data of the chip, does not publicize or display, and even marks the 5nm level in various software in the market.
All kinds of strange behavior has caused many doubts, they have many questions about Huawei's 5G, in fact, in response to these questions, many people have investigated and tested Huawei's chips.
Some people took Huawei's Kirin 9000S chip apart and found the words 2035-CN after opening it, which is different from the TW lettering of the Huawei chip before. As long as Huawei is a product with a chip, the engraving on the back is CN style.
And there are many professionals who conduct performance tests on these chips, and the results of these tests are basically close to the 2020 American chip, the world's top 5nm Snapdragon 888 level.
These all show that Huawei's current chips are close to 5nm, and in fact, Huawei does clearly mark the manufacturing process as 5nm, so everyone has come to a conclusion:
Huawei's current chip is not pure 5nm, but the actual utility is equivalent to 5nm
Secondly, the release of 5G mobile phones also means Huawei's breakthrough, not only in terms of chips, because Huawei's products contain American technology, or more than 14,000 components controlled by American technology, and chips are only one of them.
Moreover, all the localization of these more than 14,000 parts, the performance is close to the world's most advanced level, which means that Huawei can completely de-Americanize, and in the long run, China will be able to de-Americanize sooner or later.
All these can fundamentally shake the confidence of the United States, for the United States, not only can they no longer rely on this chip to resist China, suppress the development of China's science and technology, the effect of science and technology sanctions is no longer the same as before. And the hegemony of the United States may also be shaken.
So in the face of Huawei's breakthrough and the release of 5G mobile phones, can the United States watch calmly? Are they sitting down? And what kind of actions will they make?
-< U.S. sanctions >-
The United States will certainly not watch the rise of Huawei coldly, they will use various means to suppress and resist, first of all, the United States vigorously develops its own chips, in an attempt to overshadow Huawei at the technical level.
For example, the United States has now successfully developed 4nm chips, and the chip production capacity and performance of the Snapdragon series released by Qualcomm in 2022 far exceed the Kirin 9000S, and even a 3nm chip is about to be developed.
In addition, the United States actually lifted the five-year-old sanctions against China, and even allowed the Netherlands to sell high-end lithography series to China again. This behavior of the United States must be uneasy and kind, and there will definitely be a greater conspiracy behind it.
Just like before, most of our country's chips rely on imports, mainly the Netherlands, because the Netherlands' lithography machine technology was in the world's leading position at that time.
The lithography machine is closely related to the chip, without these lithography machines, many industries related to the lithography machine will be implicated.
The United States has previously taken advantage of these to cooperate with the Netherlands, Japan and other countries to prohibit the Netherlands from selling lithography machines to China, and also prohibited the Netherlands and other countries from providing follow-up services for lithography machines to China.
The United States feels that we have lost these high-end lithography machines, lost the maintenance and repair of existing lithography machines, and in less than 3 or 5 years, a large number of previous lithography machines will definitely become a pile of broken copper and iron.
China's existing chip industry will definitely be struggling, and chip technology will certainly be difficult to improve.
The Netherlands will think that with the United States behind its back, it can always use lithography machines and chips to contain China. But they all thought wrong! Although we pursue peace, we do not blindly retreat and tolerate it.
Because these actions were immediately countered by China, many of our Chinese enterprises said: if we do not provide after-sales service flowers, let the Netherlands buy back our equipment!
And as early as a long time ago, our domestic experts said that within 3 years our chip technology will definitely break through and will be mass-produced.
If this day comes, then whether it is the United States or other Western countries, their chips are piled up in the company, may become inventory, and when the time comes, they will try their best to sell them to us, and we don't want them.
The Netherlands verified this sentence, and the Netherlands was also frightened, if China really did this, then these equipment they recovered could only turn into broken copper and iron, and there was really no other way but to pay a high price to recover it.
And not only can they not afford this high price, but they will also face huge compensation, their international reputation will be damaged, and we will also deny their patent rights...
They can't afford these consequences, and the Netherlands feels that it has taken a step back and says that it is possible to sell old models of lithography machines to China, which is insignificant to us and even feels that they are insincere.
However, at this moment, Huawei's release of 5G mobile phones really shocked them again, and the Netherlands said that it can sell us high-end lithography machines.
Some high-end chip companies in the Netherlands have applied to their own governments, and their governments have approved the export of some high-end related systems to China within this year, so why has the Netherlands changed so much?
-< the transformation of the Netherlands >-
In fact, we can see a lot from the transformation of the Netherlands, on the one hand, our chip technology, has made a leap forward, although Huawei's current chip is not as good as the United States' 4nm, but now the mainstream of products on the market is 5nm.
And although it is not as good as the United States, but under a lot of pressure, there can be such a big breakthrough in a short period of time, and this research and development progress is really amazing.
These are only disclosed, our current chip research progress, research content is still confidential, in just a few years we can narrow the gap, so in the long run, what kind of development will our chip technology be?
The Netherlands is obviously aware of this, so they immediately moved to sell high-end lithography machines to China, on the other hand, the Netherlands found that our chip research speed is faster than they imagined.
Huawei's mobile phones were sold during the visit of the US Secretary of Commerce to China, and the minister also named and said that Huawei was resolutely not allowed to engage in technology.
But Huawei chose to sell 5G mobile phones at this point in time, which means that we are not afraid of US sanctions at all, and our chip technology has reached a critical point.
Although our chip technology still has great constraints and production capacity is also very insufficient, it is enough to produce the highest-end production capacity for Huawei, and the production capacity for the whole country is just around the corner.
So in addition to the change in attitude of the Netherlands, the United States has also taken action, and there is news that the United States is ready to loosen technological control and prepare to start large-scale dumping of advanced manufacturing capacity.
Whether these news are true or not we cannot verify, and even if these news are true, we need to consider the intentions of the United States, which may be another major conspiracy of the United States.
Our current chip technology has made a great breakthrough, so the popularization of chip technology in the country and the mass production of chips are only a matter of time. So we may not need these chips and these technologies in the United States at all.
And these inexplicable behaviors of the United States, in the final analysis, is to make profits, if they do this, then our chips may be overproduced and wasted at that time, so we must be wary of all uneasy and kind behavior in the United States.
-< Epilogue>-
There are many roads to the top of the mountain, Huawei chose the most difficult one, and in fact, the release of Huawei's 5G mobile phone shows the development of chip technology in our country and shows that Huawei has taken the most difficult road.
Only when technology has developed to a certain extent can we have the courage and confidence to not depend on any country.
Only by mastering the core technology can we have more say, and the events in the Netherlands will not be repeated.