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Since the chip war between China and the United States began, the entire global chip industry can be said to have experienced a baptism of big waves.
Not only are our domestic companies severely suppressed by the U.S. government, but also those chip manufacturers in other countries, including the huge U.S. domestic companies, are inevitably subjected to varying degrees of impact and pressure.
From basic logic chips, memory chips, to high-end artificial intelligence chips, from the most advanced manufacturing process to more stable mature process chips, from directly banning the export of related products, to completely stopping imports, the United States has come up with endless tricks in this round of chip bans.
It can be seen that their only motive is to prevent the rise of the mainland's chip industry, and to make the mainland's self-produced chips become real "electronic waste" as much as possible, so as to force the mainland to rely on imports, and then the American chip giants can easily occupy the mainland's huge market share, and at the same time, they can further increase pressure on the mainland.
Just recently, the top American chip manufacturer Raymond senior management publicly said that it will restrict the supply of leading artificial intelligence chips to China, and the words are obviously threatening, claiming that "we will never sell the most cutting-edge chips to China".
It is clear that the chip war between China and the United States is about to enter a long and complex phase, and the road to external procurement has been seriously blocked.
Originally, it was thought that such high-frequency actions were only due to the worries and uneasiness of the United States about the cutting-edge technology field, so it strictly restricted the procurement behavior of our domestic enterprises.
However, in the end, we still underestimated the appetite of these American politicians, and now it seems that they even have to let go of the relatively traditional chip industry.
Under the guise of so-called "national security", we have mercilessly carried out large-scale strikes on our domestic chips, so much so that even foreign media have said that Raimondo is about to go mad.
This judgment is also derived from some new actions that Raymond has recently made.
Recently, a new policy in the United States has attracted widespread attention. On the grounds of safeguarding national security, they plan to strictly control the purchase of chips from China by domestic companies from January 2024.
To put it simply, this means that the United States not only does not let its own companies sell the best chips to China, but also plans to meddle in their own purchase of "Chinese chips", which is a bit too much!
Speaking of which, let's start with the data that the market has publicly available. You see, China's market share in the mature chip sector has been steadily increasing recently, and now it has reached the level of about 22% of the total global mature chip market, and it is said that this number will grow to about 39% by 2027!
It can be seen that the Chinese-made chips bought by American companies are not cutting-edge products, but only chips that can be called "outdated" in the traditional sense, and most of them are used in automobiles, industry, telecommunications and other fields.
In this way, the purpose of this inspection is actually more like trying to figure out how much American companies rely on mature chips produced by China. If the dependence is found to be too high, then the United States is likely to gradually let them change suppliers.
On the contrary, if they feel that there is no major trouble, then the next situation may not be optimistic: they may directly prohibit American companies from purchasing mature chips produced in China, and in the future, even companies that use American technology can no longer use China's mature chips, this kind of behavior is simply naked "hegemonism", and the stretched hands and feet are really too barbaric.
However, we must be soberly aware that if even the market share of China's mature chips is excluded, then Raimondo is not committed to achieving a complete "decoupling and breaking the chain"?
Their goal is undoubtedly to eliminate Chinese chips from the global semiconductor supply chain, trying to block all possibilities for the development of Chinese chips in the international market.
At present, many of our domestic chip manufacturers are focusing on making mature processes, and their output has been gradually increasing.
Even if the Chinese market can digest a large number of mature process chips, with the development of some downstream industrial chains, it may still inevitably have the problem of overcapacity.
Some knowledgeable people said, does Raimondo want to make our Chinese-made chips become "electronic waste"?
It is particularly noteworthy that, judging from Raimondo's attitude towards mature process chips, he does not seem to object to American chip companies supplying their mature products to the Chinese market.
For example, Qualcomm got a license from the U.S. Department of Commerce to sell their 4G mobile phone S0C chips to Huawei, and Nvidia, they were also allowed to produce some AI chips made of non-cutting-edge technology.
I am afraid that this thing is to let the low-end chips of the United States enter our Chinese market faster, and it is even possible to carry out price competition through dumping, so as to thwart the development of mainland chips.
Let's look at it this way, after completing the export restrictions on high-end chips, the United States is aiming at mature processes and wants to suppress the mainland's progress in this area.
Since the United States is determined to do this, we Chinese technology companies only need to strengthen ourselves and continue to engage in scientific research and innovation.
What they are worried about, we try to do. Since they are afraid that our national chip will affect their chip market position, we must concentrate more on the development of the chip business, in order to reach the top level in the chip industry.
This actually involves a chip war about the future and destiny of the country, and we can't be indifferent to it, let alone admit defeat easily.
We must grit our teeth and insist on independent innovation, hurry up to engage in the research and development and production of chips with a solid foundation, improve the quality and performance of chips, build our own chip brand, and strive to be a strong player in the chip industry.
In this way, we can seize the initiative in this chip war and avoid being held hostage by the United States.