Again a chip, or a chip, it seems that it will always be a chip, and it is almost tired of looking at people; The Biden team has recently escalated the chip ban with a dizzying array of controls.
No way, the 80-year-old president has seen a lot, but now there is no way, except to use cutting-edge technology products such as chips to Chinese the neck, there is no other solution.
Within 24 hours, China also immediately countered and sounded the clarion call to fight back, this time not only gallium and germanium, but also a number of raw materials for comprehensive control and review, hitting snakes seven inches.
Block AI chips, but also ban the sale of Apple?
Fight it! U.S. Commerce Secretary Raimondo said that the sale of low-end chips to China is allowed, but half of the cutting-edge AI chips are not allowed to flow across the ocean to China.
AI chips determine the computing power of artificial intelligence, chip performance is poor, the speed of AI development between China and the United States is very different, the United States can directly outperform at the starting line.
The Bai team once again upgraded the chip ban, issued the final regulations on semiconductor export controls to China, and tightened the export of AI chips to China with performance density as a new restriction indicator.
AI chips with good performance and poor performance were really wiped out this time, and domestic manufacturers such as Ali and Baidu were forced to finally break off cooperation with NVIDIA and AMD.
In addition to AI chips, the United States has recently fought around the issue of Apple's profit infringement case, obviously the evidence is conclusive, and it is still a wild statement, claiming that the Chinese company Shanghai Zhizhen must give up the pursuit of patent infringement, otherwise...
How else is it? The Biden team said that they will directly cut off the supply of Apple products to the mainland market!
The 80-year-old president's logic is amazing, telling Apple to give up its biggest customer as punishment for China.
Apple CEO Cook who visited China twice recently had to be frightened to cover Biden's mouth, and Huawei Ren Zhengfei had to award a one-ton medal to the White House when he heard it.
Two key materials, China launched a counterattack
After the Kirin chip broke through, the Biden team still remembered not to fight, and it became more intense, and the Chinese side only continued to increase the counterattack. This time the drumbeat of the counterattack fell on two key raw materials.
The first is that in 2018, we conducted a five-year anti-dumping investigation on imports of hydroiodic acid produced in the United States and Japan, with a tax rate of 123.4% in the United States and 41.1% in Japan, which has officially ended.
However, in order to prevent the recurrence of Western countries damaging the mainland's industrial chain, the Ministry of Commerce once again launched a "final review investigation", and the tax rate will continue as usual for a period of one year.
The second item is export control of artificial graphite and natural flake graphite and their processed products, which will be officially implemented on December 1, 2023.
Continental's ability to process graphite materials accounts for 70% of the global graphite industry chain! The production of tram batteries accounts for 90%!
China's high-performance graphite has supplied the development of new energy batteries and aerospace engines in the United States, Japan and South Korea, and now it is to be completely cleared.
The timing of restricting the export of graphite 9, a key mineral for new energy batteries, is very tricky, a while ago the European Union threatened to increase tariffs on electric vehicles exported from the mainland, and at the same time, the United States began to upgrade chip export controls in the past few days.
The Japanese side protested that Western giants are losing opportunities forever
After joining the Meixin sanctions, many countries participating in the Meixin alliance have been directly affected, and after joining the Meixin sanctions, they not only lost the world's largest chip consumer market, but also lost their own industrial operation from China's "lubricant".
But what else can be done? The Japanese side issued an urgent warning, claiming to send us to WTO arbitration, what else can we say? Isn't the destruction of free trade the initiative of the United States and the West?
In this regard, we can only say that drinking more hot water when hungry, shouting is also in vain; Now it is still too late to abandon the unreasonable blockade yourself - quickly, because China is in a hurry!
China is accelerating domestic substitution, and the opportunities for American and Western giants to pick up leaks are getting less and less.
For example, Huawei has been blocked for three years, made 7nm, multi-threaded, made Hongmeng 4.0, made Kunlun glass, satellite call, thoroughly developed 5G RF components, and made the most powerful automatic driving and intelligent cockpit so far.
For example, in the field of AI chips strictly targeted by the United States, Huawei has long had technical reserves.
As early as 2021, Huawei Ascend began to prepare for the localization of AI chips, build an infrastructure for Chinese and industrial intelligence, and realize independent innovation of domestic large-model architecture.
China's domestic substitution is still extremely difficult, but the breakthrough speed is always faster than our pessimistic imagination.
If the Western giants do not react, then I am afraid that the countdown will really enter the Chinese market, which is a sight that no one wants to see.
Something
China is countering, sounding the alarm for the main players in the containment of Chinese chips.
Let them know that without Chinese things, no matter how advanced their technology is, it is a pile of scrap copper and rotten iron.
Let them know that the global supply chain cannot be without anyone, not that the United States can arbitrarily restrict China, and that China can also choke the United States.
China is still willing to embrace the world, but some people must let go of prejudices.