Nowadays, a storm has been set off on the international stage, and there is a fierce battle around China's rise in the chip field. The controversy stems from Huawei's latest Mate60Pro phone, which is equipped with China's self-developed Kirin 9000s chip, completely subverting the traditional international perception of China's technological strength. However, this breakthrough is not accidental, but the result of the tenacity of China's chip industry.
In the context of Huawei's repeated sanctions by the US government, some people have asserted that Huawei will not be able to make a difference in the field of chips. Especially after the Biden administration signed the so-called "CHIP Act", the US sanctions policy has become more stringent, trying to curb China's development in the field of artificial intelligence and big data. Huawei's Kirin chips were also stopped in this storm, and the situation seems to be bad.
However, just when the outside world generally believes that China's chip industry will be hit hard, Huawei released the Mate60Pro, a mobile phone equipped with the Kirin 9000s chip, the performance is comparable to the international top 5G mobile phone, behind this achievement is the result of Chinese chip companies actively exploring new ways of cooperation.
They gradually reduced their dependence on American chips and found a path for independent innovation.
What surprised the United States even more was that Huawei successfully "slapped the face" of US Secretary of Commerce Raimondo. Before his visit to China, Raimondo threatened to impose severe sanctions on Huawei if it continued to increase investment in chip research and development and upgrading industries. However, just after Raimondo arrived in China, Huawei officially released a new mobile phone, which is undoubtedly a failed response to the US policy of suppressing Chinese technology.
In the face of the rise of China's chip industry, the American media began to feel uneasy and smelled red flags. Some reports pointed out that if Chinese companies can independently produce 5G chips, does it mean that China has broken through the US chip sanctions? Domestic chipmakers have warned that sanctions will not stop the development of China's chip industry, but will only stimulate China to increase scientific research and create "alternatives" to American chips.
U.S. government officials, however, have remained silent about this, but their actions show that they have been keeping a close eye on China's every move. In recent years, the United States has begun to contain China in the field of science and technology, while wooing TSMC and ASML in the Netherlands to cooperate in suppressing China's chip industry. However, such an approach could end up putting the United States in a difficult position on its own.
Taiwanese media are also paying close attention to this issue. Some media are worried that if Huawei rises again, will it cause losses to Taiwan? After all, Huawei used to rely on Taiwanese high-tech companies, such as TSMC, but the United States' increased sanctions on Chinese chips led to cross-strait cooperation in trouble, and TSMC stopped supplying Huawei, losing the huge Chinese market, and the impact on TSMC can be imagined.
However, the question that attracts the most attention from the outside world is whether Huawei has really achieved a breakthrough in 5G technology? There are reports that Japan has disassembled the Mate60Pro and confirmed that it does not contain any American parts.
The speed test results of many media also show that the mobile phone has reached the 5G standard. The Kirin 9000S chip may use the 7nm process, which means that China's independent and controllable chip manufacturing industry has broken through the key technology of mass production of high-end processes. If it can break through EUV lithography machine technology, it will have a huge role in promoting China's chip industry.
However, while Huawei has gradually broken through U.S. sanctions, Raimondo's position has changed. After returning home, he said that the United States would strictly restrict the export of advanced chips to China to prevent China from developing military power. Although he stressed that the United States does not plan to ban chip exports altogether, the restriction still raises concerns. For China, the so-called "concessions" of the United States are not enough to meet its needs. During his visit to China, Raimondo rejected China's demands to stop technology export controls and lift the ban on foreign investment. This shows that the United States has not recognized its mistakes, but it is inseparable from the Chinese chip market, and China has long seen this face-to-face and behind-the-scenes approach.
It is foreseeable that the chip game between China and the United States has entered a new stage. The United States has to face its own predicament because the Chinese market is for the American chip giants
is crucial. With China's breakthrough in the chip field, the operating profits of American companies have fallen sharply, which is a reality that cannot be ignored. At the same time, China reduced its imports of 51.6 billion chips in the first half of the year, which indicates that the self-sufficiency rate of mainland semiconductors is gradually increasing, gradually reducing its dependence on imported chips, and China has begun to gradually replace imported chips, which is a revolutionary change.
Personally, I believe that the chip competition between China and the United States will become more and more fierce in the future. First, as Chinese companies gradually break through U.S. restrictions, U.S. chip companies have had to lower the price of high-end chips in an attempt to clear inventory. Second, the United States will increase sanctions against China, not only in the field of chips, but also in the field of artificial intelligence and communications.
However, China controls about 90% of its resources in materials related to semiconductor devices, which gives China a larger market share and technological advantage. Without sufficient material support, the United States and its allies will find themselves in an extremely difficult situation.
Therefore, I would like to advise the United States not to make mistakes again and again. In the field of chips in general, China is self-sufficient enough, and when China breaks through high-end chips and achieves mass production, the situation will put more pressure on the United States. The chip game between China and the United States is intensifying, but the United States needs to understand that China has become indispensable and is expected to become the leader of the global chip industry. The United States needs to be careful about this new reality or risk missing out on future opportunities.
In short, China's breakthrough in the field of chips has aroused widespread attention from the international community. The U.S. sanctions policy has failed to stop China's progress, but has inspired China's determination to increase its own research and development.