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In recent years, China's semiconductor market has become one of the largest in the world, accounting for nearly half of global chip consumption. However, the rise of China's chip industry has not been welcomed by some U.S. semiconductor companies. Especially after Huawei launched the Kirin chip, Chinese companies began to threaten the monopoly position of American companies in the Chinese market. Against this background of fierce competition, the technology game between China and the United States has gradually escalated, and the situation has become more and more complex.
The United States has imposed comprehensive sanctions on Huawei, starting from including Huawei in the entity list, to cutting off the supply of operating systems and chip foundries, and then to forcibly modifying chip rules, the US sanctions are not only a blow to Huawei, but also a curb to the development of China's semiconductor field. Actual data shows that since 2019, the United States has successively included more than 1,200 Chinese companies on the entity list, claiming that these companies threaten national security. However, this justification has been widely questioned and is seen as a bottomless means for the United States to suppress Chinese companies.
The Chinese government no longer sat idly by and took a series of countermeasures. First, key technologies such as photovoltaic silicon wafers and rare earths were added to the list of export control bans, while delaying the acquisition approval of some US companies. In addition, China expelled the U.S. military-industrial complex Raytheon and Lockheed Martin and conducted a cybersecurity review of Micron. The results of this review are cause for concern, because Micron's products failed to pass the safety review and were banned from procurement by domestic critical information construction companies. This decision triggered a chain reaction in which domestic companies stopped purchasing Micron products, causing Micron's market value to plummet by $2 billion. Although some have called it an act of retaliation by China, in fact this is due to national cybersecurity considerations, and it is a reasonable decision to ban the sale of products with security issues.
After the results of China's review of Micron were announced, many American companies began to worry whether they would be the next target of sanctions. As a result, some U.S. tech companies have decided to withdraw from the Chinese market to avoid potential risks. Apple, Dell and other companies began to move production capacity away from China as early as last year, and even excluded 47 Chinese supply chain companies from the supply chain. However, just as the Micron incident has not yet subsided, another US semiconductor giant, Marvell, announced a complete withdrawal from the Chinese market, planning to transfer its business to Vietnam. Marvell has a deep heritage in the Chinese market, with multiple R&D centers and more than 1,000 R&D personnel, and the Chinese market contributes 42% of its revenue every year. So Marvell's decision to evacuate was puzzling.
Clearly, the results of China's censorship of Micron have sparked concern and unease among U.S. tech companies in the Chinese market. This may be because they fear they won't be able to pass Chinese censorship, or because they know that the Chinese government no longer tolerates unfair trade and practices that threaten national security. Some foreign media said that this may be the beginning of US semiconductor companies to pay for their previous behavior. In this tense moment of Sino-US technology game, how the future will evolve is still full of uncertainty. However, both sides are trying to defend their core interests, and the game is far from over.
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