Recently, some media reported that the United States will launch a new chip survey on January 1, 2024, which is aimed at mature chip processes.
Many people are starting to worry, the United States has been targeting advanced technology before, but this time it is going to start with China's mature chip technology?
The thing, in fact, is not so exaggerated, the United States launched a mature supply chain investigation, and it is not necessarily aimed at China's chip industry.
The main purpose of this survey is to see if the United States will have any security risks in terms of a mature chip supply chain.
Generally speaking, it is divided into two aspects, one is the dependence of the United States on foreign countries, such as whether the mature chips of the United States will depend on China's supply?
The data shows that the current ratio of mature chips to advanced chips is actually 7:3, that is, among all chips in the world, mature chips account for more than 70%, and advanced technology accounts for only 30%.
In terms of mature process capacity, the first is Taiwan, China, with a proportion of 49%, followed by Chinese mainland, with a proportion of 29%, Taiwan of China accounting for 49%, and the United States accounting for only 6%.
Some institutions previously predicted that by 2027, Chinese mainland's mature chip production capacity will reach 33%, while the United States will stand still.
Under such circumstances, the United States certainly wants to sort out how much some key domestic industries, especially sensitive industries, rely on China's mature production capacity, especially on Chinese mainland's mature production capacity.
Then look at these dependencies, how to solve them, whether to build their own production capacity to make spare tires, or transfer orders or something, after all, the United States is also worried that one day these mature chips from China will not be available, and the United States is also worried about being stuck.
So in this regard, the United States is targeting the interior and solving the problem of dependence on its own mature chips.
Of course, the United States will definitely consider the outside world, since China is so strong in mature chips, then of course we must see how this country's mature chips have developed, and whether it relies on American technology/equipment or something.
If there is, then the United States does not mind intervening, the United States said, not only to support domestic manufacturing, assembly, testing and packaging capabilities, but also to continue to protect American technology through export controls, the level playing field for the American semiconductor manufacturing industry, this is external.
It can be seen that the so-called investigation of the mature process chip supply chain in the United States is a two-handed calculation, and this is actually a certain danger for China's chip industry, because at present, we are still more dependent on American technology, and the United States is ......
Therefore, we still have to work hard to realize the localization of the supply chain, so that we can really worry about worry-free, what do you think?