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In the global technology war, chips are undoubtedly key elements. Recently, the US Department of Commerce officially lifted the ban on Chinese chips. However, the US media claims to permanently cut off the supply of advanced chips to China. What does this really mean? What are the strategies and concerns behind U.S. decisions?
First, the attitude of the United States to Chinese chips
The U.S. attitude toward Chinese chips seems ambiguous. On the one hand, they see China's huge market potential and growing demand for chips, so they encourage increased shipments, hoping that American companies will gain more market share in this blue ocean.
On the other hand, due to national security, technological competition and other factors, the United States strictly controls China's chip exports. The U.S. move was driven by concerns about technology leakage and potential challenges from China's technological rise.
The definition of "advanced chips" is even more critical. How the United States defines what is "advanced" and what is not "advanced" directly affects the structure and direction of global supply chains.
Recently, the US Department of Commerce announced the lifting of restrictions on Chinese chips. At first glance, this seems to be a positive sign that the two countries will be able to cooperate and exchange more frequently in the field of science and technology.
However, it should be noted that although the ban has been lifted, US media reports indicate that the United States may still not relax export controls on the most advanced chip technology. This means that there are still certain obstacles and differences between China and the United States in chip technology exchanges and cooperation.
Second, the attitude of the US Department of Commerce
Recently, Raimondo paid a four-day visit to China as a US representative. One of the central topics of the visit was the sharing of chips and technology. At the end of the visit, she brought a lot of optimistic news, which also gave the outside world an opportunity to understand the current US chip policy towards China.
Raimondo has stressed the importance of China's chip market on several public occasions. She pointed out that major U.S. technology companies such as Intel and Qualcomm have a huge share in the Chinese market, accounting for 30% and more than 60% of their global revenue, respectively. This also means that the United States cannot easily give up cooperation with China in the field of chips, because it is directly related to the interests of the US economy.
In addition, she said that China and the United States share common views on many issues, especially on restrictions in the chip industry. Such consistency could provide a good basis for further cooperation and negotiations between the two sides in the future.
China's position in the global chip manufacturing market has been increasing year by year, and it is not what it used to be. With the mainland's investment in technological innovation and research and development, this position will only be strengthened in the future. Raimondo's visit is more to understand China's development and seek cooperation opportunities with China. After returning home, Raimondo also made an important decision, that is, to allow American companies to continue to sell chips to China. This decision is considered an important turning point, marking the beginning of a reassessment of the US cooperation strategy in the field of chips with China.
3. US media: permanently suspend the supply of advanced chips
Although the U.S. Department of Commerce announced the lifting of the ban, on the condition that sales do not contain cutting-edge technology. As a result, some U.S. chipmakers, such as Nvidia, have adopted a strategy of introducing special versions of chips with reduced performance to meet export requirements.
This approach of the United States is regarded by the outside world as a means to further suppress China's chip industry. The reason may be that the United States is worried that the rapid development of Chinese science and technology will threaten its leading position in the global technology field.
However, the technology blockade does not mean that China will stop technological innovation and development. Instead, the pressure could encourage China to accelerate research and development of its own technology.
4. The future of Kirin chips and the opportunities of American companies
Previously, due to foundry problems, Kirin chips were not widely used, but with the advancement of technology, Huawei used the new Kirin 9000S chip in the Mate60 Pro mobile phone.
On the contrary, Qualcomm and other American companies have also won orders from Huawei due to the Kirin chip problem. However, with the gradual rise of Kirin chips, Qualcomm may face greater market risks.
Technically, the Kirin chip is not much different from high-end chips such as Qualcomm and Apple, and in the speed of technological breakthrough, the Kirin chip also performs well. If U.S. companies underestimate China's resolve and capabilities, they risk missing out on opportunities.
In the design of global technology strategies, chips have always been the focus of attention. In the face of the unclear attitude of the United States and the technological blockade, China has shown a firm determination to carry out independent research and development, and Huawei's Kirin chip is the best proof. U.S. companies, especially the chip industry, need to have a deeper understanding of the Chinese market and adapt to change to stay ahead of the curve in this technology race.
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