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As the international situation continues to heat up, a global chip war is quietly brewing. The two sides of this battle are the United States and China, and the battlefield is the semiconductor industry. Affected by the escalating chip export control policies of the US government, the three major chip giants in the United States have lobbied the government to try to prevent further restrictions. However, the U.S. government seems determined to continue to increase export controls to China. The situation has attracted global attention, especially in the semiconductor industry, where the battle is becoming increasingly fierce.
As an important force in the global semiconductor design field, the United States has a prominent position in the world with chip companies such as Qualcomm, NVIDIA and AMD. Especially in the field of chip design and sales, American companies have always occupied nearly half of the global market share. Chinese mainland is one of the world's largest semiconductor markets, buying a third of the world's semiconductor products last year. This makes U.S. companies such as Nvidia, Qualcomm and Intel largely dependent on Chinese mainland markets for sales, accounting for about 30% of their total revenue.
However, the U.S. government's escalating chip export control policies have caused these chip giants to suffer huge losses. For example, the previous chip ban on Huawei made it impossible for Intel to provide X86 server chips to Huawei, Qualcomm could not ship 5G chips, and Nvidia could not provide high-end GPUs. This has had a serious impact on these American chip companies, and many of them have begun to decline in performance, and even have to take measures such as cutting production or laying off employees to save themselves.
However, the US government does not seem to plan to stop there, but plans to continue to expand chip export control policies, including restrictions on NVIDIA's special version of chips. In order to fight for their own interests, the three major chip giants in the United States collectively lobbied the government to try to change the direction of policy. At the same time, the American Semiconductor Association has also made clear its opposition to upgrading export controls to China.
After the briefing, the U.S. Secretary of Commerce publicly stated that export control policies do have an impact on the revenues of U.S. businesses, but she firmly believes it is worth it. She said the administration would seek a set of restrictions that would protect national security while reducing losses for U.S. businesses. This statement highlights that the government attaches more importance to national security and the firm implementation of its China policy than the loss of American companies. This stance begs the question of how U.S. businesses will respond to this challenge.
According to US media news, US Secretary of Commerce Raimondo revealed that the Biden administration will further attract allies such as Japan, South Korea and Europe to build a stricter export control alliance with China to ensure that these countries can have a leading edge in the semiconductor field and benefit from it. Previously, the United States actively promoted trilateral agreements with Japan, the Netherlands and other countries, which led to the announcement of export control policies in these countries. In this regard, China no longer tolerated and announced that it had implemented precise countermeasures. Since August 1, China has imposed export controls on gallium and germanium-related items, two important items in semiconductor production that depend on China for much of the country.
This countermeasure directly unnerves countries such as Europe, the United States, Japan and South Korea, because their reserves are relatively limited. The U.S. government is even planning to recycle gallium from scrap, and the European Union is looking for suppliers, but the results are worrying. It may take many years to establish a new industrial chain. In fact, China's export control policy is not to completely cut off supplies, but to send a clear message to the international community: China also has a hole card, and if it continues to strengthen restrictions on China, it must bear greater risks and consequences.
Therefore, the day before the official implementation of the gallium and germanium export control policy, China once again announced a new round of countermeasures, this time targeting drone-related items. China has a strong presence in the field of drones, and many countries rely on China to supply drone products. For example, the United States imports up to 25% of drones from China, while countries such as Japan, the Netherlands, South Korea and the European Union also rely heavily on Chinese drone-related items. This time the drone export control policy once again hit them accurately.
While the issue of gallium and germanium export control has not yet been resolved, China has quickly adopted a new round of countermeasures.
This time the countermeasures came so quickly that the U.S. government felt pressure. The Chinese government emphasizes that this series of export control measures is not specific to a specific country, but is based on international practices and reasonable actions taken in its own national interests. After lengthy communication with the U.S. government, the issue has not been substantively resolved, so China has had to resort to similar tactics to make the same limitations and frustrations felt by countries that adhere to restrictive policies.
Today's China is no longer reactive in responding to external pressures, but actively acting to protect its core interests. While export control policies may cause some inconvenience to some countries, China's position is clear: restrictive policies may ultimately harm the interests of the rulers themselves. This countermeasure is only part of China's defense of its rights and interests, and it reminds the international community that the development of the semiconductor industry should be based on the principle of mutual benefit, rather than unilateral restrictions and control.
With the development of the global semiconductor industry, competition between countries is bound to intensify, but cooperation and openness should still be the key to promoting industrial progress. Through this series of countermeasures, China hopes to lead all parties to rethink their policy positions and seek more equitable and sustainable solutions. Restrictive policies may have some impact in the short term, but in the long run, cooperation and openness will be the only choice to achieve the prosperity of the semiconductor industry.
All in all, the changes in the semiconductor industry have aroused widespread attention from the international community. The semiconductor war between the United States and China is escalating, and various restrictions are emerging. However, the Chinese government's countermeasures also demonstrate China's firm determination to defend its interests. In this semiconductor war, all parties should act cautiously and follow the principle of mutual benefit to promote the healthy development of the global semiconductor industry. Otherwise, the restrictive policy may eventually harm its own interests and become a stumbling block restricting industrial development.
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