Recently, former U.S. Ambassador to China Gary Locke publicly stated on CNBC that the United States has a containment attitude towards China's independent development in the field of chips.
Locke stressed that the United States does not want China to independently design or manufacture cutting-edge chips to ensure its competitive advantage and leadership in the high-tech field.
In addition, he also revealed: The United States is indeed taking measures to try to prevent China from obtaining advanced chip products from companies such as Nvidia and Qualcomm. This remark has sparked attention and discussion about the technological competition between China and the United States.
In the program, Locke alluded to the fact that the United States' dominant position in the field of chips cannot be challenged, so Washington does not want to see China catch up in a short period of time. And the U.S. is also trying to deprive China of access to these critical components by restricting exports of advanced chip technology.
Locke
The implication is that China had better not develop cutting-edge chips on its own, because the United States does not like to see too many breakthroughs in China.
This stance reflects the U.S. government's concern and defensive mindset in the face of emerging technology competitors.
In fact, in recent years, the competition between China and the United States in the field of technology has intensified: as the world's two largest economies, the two countries are competing in cutting-edge fields such as 5G, artificial intelligence, and chips.
The United States is well aware that once it loses its advantage in key technology areas, its global leadership will also be seriously challenged, so they will use all possible means to contain the development of competitors, and these means have become a very critical strategy for the United States to maintain its technological hegemony.
However, this containment strategy is not a long-term solution.
Some analysts pointed out that China's rise in the field of science and technology has been unstoppable, especially with the strong support of the Chinese government and the promotion of market demand, China's chip industry is gradually realizing independent innovation and domestic substitution.
Lithography
Although there is still a large gap compared to the United States, this gap will continue to narrow over time.
In addition, the rising status of Chinese enterprises in the global technology industry chain has also provided strong support for the country's development in the chip industry.
It is worth noting that the U.S.-China technology competition has expanded from a single technology area to the entire value chain, and in this competition, both countries are actively seeking to establish close ties with global partners to ensure the security and stability of their own supply chains.
On the key issue, Locke also pointed out that the United States has prevented the Dutch lithography machine giant ASML from selling lithography machines to China, which is essentially a continuation of the chip blockade policy against China.
In fact, the United States prevented ASML from selling lithography machines to China in order to curb the development of China's semiconductor industry, because lithography machines are key equipment for chip manufacturing and are of great significance for improving the level of China's chip manufacturing industry.
With the intervention of the United States, Chinese companies will not be able to smoothly introduce advanced lithography machine technology, which will affect the progress of China's semiconductor industry.
It can be seen that the containment policy of the United States in the field of chips has extended from design and manufacturing to equipment supply, with the intention of hindering the development of China's chip industry.
Chinese chip companies
In the information age, chip technology is a symbol of national scientific and technological strength, related to national security and economic prosperity, the United States, as the leader of the global chip industry, is well aware of the importance of chip technology, so it tries to maintain its dominant position in the global chip industry by restricting the spread of chip technology.
However, in the face of US containment, the mainland did not give in.
On the one hand, the government has introduced policies to encourage innovation, provide tax incentives and financial support for enterprises, and on the other hand, enterprises have increased investment in research and development, introduced foreign advanced technology, cultivated domestic talents, and continuously improved their independent innovation capabilities.
It is worth noting that the U.S. chip containment policy against China has also provided a rare opportunity for the mainland semiconductor industry: in the predicament, mainland enterprises have become more aware of the importance of independent research and development and self-sufficiency, and have increased R&D investment to accelerate technological breakthroughs.
In the long run, this policy will help promote the independent innovation of the mainland's semiconductor industry, reduce foreign dependence, and ensure national information security.
Chip research
At the same time, ASML has recently publicly stated that it was pressured by the U.S. government to cancel some orders for lithography machines to China a few weeks before the Dutch export controls to China came into full effect.
This move undoubtedly adds another wave to the already tight global semiconductor supply chain.
ASML confirmed in a statement that the export licenses of its NXT:2050i and NXT:2100i lithography systems have been partially revoked by the Dutch government, affecting a small number of Chinese customers, which is undoubtedly a big blow to the development of the mainland's semiconductor industry, especially in the context of the current high integration of the global semiconductor supply chain, this export restriction will further exacerbate the mainland's dilemma in the field of high-end semiconductor equipment.
However, ASML also said in a statement that the company has further clarified the scope and impact of U.S. export control regulations in recent discussions with the U.S. government.
This may be able to find a clue to the dilemma for the mainland semiconductor industry.
ASML
Although the U.S. government's suppression of the mainland's semiconductor industry is intensifying, mainland companies have not been defeated because of this: ASML's cancellation of some lithography machine orders has brought a certain degree of impact to the mainland's semiconductor industry, but it also reflects the rapid rise of the mainland's semiconductor industry.
In the global semiconductor industry chain, the mainland has occupied an important position, and no country can ignore the market share of the mainland.
Therefore, although the U.S. government is trying to restrict the development of the mainland's semiconductor industry through export controls, the rise of the mainland's semiconductor industry is still unstoppable.
With the continuous development of the semiconductor industry in China, technological breakthroughs in key fields such as lithography machines by mainland enterprises will also be just around the corner.
At that time, even in the face of external pressure, the mainland semiconductor industry will be able to respond.
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