As we all know, the 28nm process is the dividing line between mature chips and advanced processes. Chips of 28nm and above are called mature chips, and chips below 28nm are called advanced chips.
If you look at the quantity, chips of 28nm and above have always accounted for more than 70% of all chips in the world, while advanced chips only account for about 30%, these advanced chips, mainly CPUs, GPUs, Socs, etc.
Previously, the United States targeted China, mainly advanced chips, and mainly aimed at 14nm and below, the United States felt that it was enough to jam advanced chips, so that China must rely on importing advanced chips from the United States, so that the United States' chip hegemony can continue.
I never thought that on the one hand, China is growing with the domestic supply chain, and strives to break through advanced chips, such as Huawei's Kirin 9000S last year. On the other hand, it is to vigorously develop mature chips.
According to previous statistics, in 2023, in mature chips, Taiwan accounts for 49%, Chinese mainland accounts for about 29%, the United States accounts for only 6%, and the EU accounts for even lower. But by 2027, Chinese mainland will reach 33 percent, while Taiwan will drop to 42 percent and the United States to 5 percent.
In fact, this is indeed the case, because China is frantically expanding the production of mature chips, after all, there is no restriction on mature chips, and China has rich basic resources and labor resources.
As a result, TSMC executives, and even chip experts in the United States, feel that at China's speed, the United States will rely on China in the future for mature chip manufacturing, because China-made chips have a strong cost advantage.
So many people predict that maybe soon the United States will also start with mature chips, and now the worries have come true.
Recently, the United States and the European Union concluded the "Trade and Technology Committee (TTC)" meeting and issued a 12-page joint statement in which cooperation in the field of semiconductors became the focus.
This semiconductor cooperation involves mature chips, and both sides agreed to investigate the mature chip supply chain and take "next steps".
It is unclear what these measures will be, but it is undeniable that the United States and Europe are indeed eyeing mature chips, perhaps to limit China's development in this area.
After all, the United States and Europe are in a monopoly position in semiconductor equipment, and Japan is also listening to the United States.
In such a situation, we have only one way to go, that is, domestic substitution, once the domestic substitution is completed, all the stuck neck behavior will be meaningless, so domestic substitution come on.