Lead:
Recently, a series of actions in the United States have revealed that the Kirin chip equipped with Huawei's Mate60pro is not a stock, but an authentic Chinese-made chip. This development has attracted widespread attention from the international community and touched on major issues such as diplomacy, technological competition, and global supply chains.
For a time, US Commerce Secretary Raimondo became the focus figure. Before her trip to China, she had made aggressive statements through the media in an attempt to gain an edge in the negotiations. But she did not expect that on the second day of her visit, Huawei suddenly released the Mate60pro mobile phone, which was equipped with a domestic high-end chip Kirin 9000S, an unexpected move that set off huge waves on the international stage.
The next thing developed rapidly, Raimondo's arrogance was met with a resolute response from Huawei, and the Netherlands also announced a suspension of the export ban on lithography machines, and ASML regained the qualification to supply lithography machines to China. At the same time, the United States held an urgent meeting and decided to stop the total blockade of China, while Raimondo said that he would continue to sell chips to China, but restricted the export of the top chips.
The meaning behind this series of events cannot be ignored. Some people believe that part of the adjustment of the United States is to improve relations with China, but more people suspect that the United States has relaxed because they have realized that they cannot stop China in the field of 7nm chips, so they hope to seize the opportunity to seize market share and compete with domestic chips.
However, we should not fall into this trap. Huawei Mate60pro represents the height of domestic mobile phones, and its core components and systems are all from China. This phone is fundamentally different from so-called domestic phones that use American systems and chips.
To sum up, Huawei Mate60pro marks the emergence of domestic high-end chips, which is a crucial battle for those who support domestic chips. If the market can support domestic chips, it will provide more funds and opportunities to continue to develop, and eventually, we believe that even in the field of 5nm and 3nm chips, China will emerge.