As a self-media creator, I especially emphasize that this article is published on Toutiao for the first time, and I hope that readers can respect the original and not carry or plagiarize without the author's permission. Now let's dive into a series of interesting events that have recently occurred in the field of the chip industry.
Initially, the U.S. chip export restrictions on Huawei sparked widespread controversy, but this is only the tip of the iceberg. The United States did not stop and instead increased restrictions on semiconductor equipment, signing a tripartite agreement that included chip shipment restrictions from Japan and the Netherlands. Specifically, Japan will be restricted from shipping 23 types of semiconductor products, including photosensitive adhesives and chemical mechanical polishing equipment. The mainstream DUV lithography machines in the Netherlands are also among the restrictions, especially the follow-up model 2000i and other lithography machines, which will have a far-reaching impact on the global chip manufacturing chain.
The chip industry has become globalized, and Japan's semiconductor equipment plays an important role in the global market. However, the restrictions in the United States have caused a lot of trouble for some companies. ASML data shows that about 20% of the undelivered orders come from China, but this restriction is bound to have an impact on this part of the order. This has sparked speculation about the further spread of the Huawei chip incident.
The United States continues to revise chip rules in an attempt to restrict shipments, but has had to issue licenses to companies such as TSMC and Samsung, allowing them to expand their factories in China and upgrade advanced processes. This seems to reflect the predicament of the United States. At the same time, domestic manufacturers such as Huawei have shown strong ability to cope with adversity, working firmly, not afraid of difficulties, and even increasing R&D investment. This determination is widely recognized, because innovation in the face of adversity is the key to success.
In general, the chip export restrictions in the United States have triggered a series of chain reactions, which have had an impact on chip companies in the United States and the global chip industry chain. However, domestic enterprises have emerged in the face of adversity, constantly making technological breakthroughs and strengthening their position in the industrial chain. The Huawei chip incident has become the focus of the industry and public opinion, and how to balance the competition and cooperation of the chip industry in various countries will become an important topic.