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Most of the chip bans implemented in the United States are aimed at high-end processes, from ASML's EUV lithography machines to NVIDIA's A100 chips, all of which are high-end products. However, 14nm, 28nm and other mature process products are allowed to be exported by the United States.
It shows that the United States wants to make money with low-end products, but does not want its opponents to use high-end technology breakthroughs. But a piece of news came, foreign media: eyeing mature chips, the US restrictions were forced to be urgent.
U.S. chip ban strategy
The United States has many world-renowned chip design companies and R&D institutions. These companies and institutions have extensive experience and superior technical capabilities in chip architecture design, algorithm optimization, power management, and security. They continue to promote innovation and progress in chip technology, developing chip products with higher performance, more energy efficiency and more security.
It is precisely because of its leading technological advantages that the United States has no fear when formulating chip rules, and it can arbitrarily make suppliers around the world who use American technology abide by the rules and not supply to specific manufacturers.
Of course, the United States has not done everything perfectly, and it still has to be done. Just like the United States, Qualcomm is allowed to provide 4G processors to specific Chinese companies, ASML is allowed to ship DUV lithography machines, and TSMC is allowed to operate 28nm chip factories in the mainland.
These signs indicate that the U.S. chip ban strategy is only aimed at high-end advanced technology products, while the U.S. has relaxed restrictions in the field of mature processes. In fact, if you think about it, you can understand that if you can't even ship mature chips, then don't do business with American companies.
The hard-earned chips can't be sold, so wouldn't a large amount of inventory have to be smashed.
The United States occupies about half of the global market share by selling chips, and Qualcomm, Nvidia, Intel, and AMD can become world-class giants because chips sell well and make a lot of money to continue to invest in research and development, so as to design better chips and further improve market influence.
The United States knows the truth very well, and naturally it will not be killed with one shot, but what people didn't expect is that the United States began to focus on mature chips.
The United States is eyeing mature chips
Many people ignore the importance of mature chips, thinking that mature chips represent "low-end" and "backward", but in fact, they are not. After a long period of research and development and improvement, the performance and stability of mature chips have been fully verified and tested.
Compared with emerging chip technologies, mature chips have lower risk and higher reliability, and can meet the needs of different fields and applications. Moreover, the production cost of mature chips is relatively low, the applicability is strong, and there are large-scale applications in all walks of life.
Even the United States is very dependent on mature chips, and China is a big country with mature chip production capacity, so the United States began to sit still.
According to U.S. Commerce Secretary Raimondo, a survey will be launched in January 2024 to understand the procurement of mature process chips by U.S. companies in China, which will inform the next policy for the United States.
At present, Raimondo has been eyeing mature chips, and foreign media bluntly said: chip restrictions are being pressed, and the United States does not plan to rely too much on others in the field of mature chips.
Like high-end chips, mature chips play a vital role in modern technology and the information society, providing reliable computing and processing power for a variety of devices and applications, but the difference is that mature chips are more autonomous and controllable, and Chinese companies are already accumulating.
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