Recently, American chip companies are generally facing the dilemma of reduced orders and overcapacity, and Intel directly announced the postponement of the mass production plan of its large-scale chip factory in Ohio.
This series of events reflects that in the context of the Sino-US technology war, the U.S. export control policy against China is turning back to hurt U.S. local chip companies.
The loss of China's market share, coupled with the global economic slowdown, has led to the "inability to sell" American chips, which in turn will eat up the American chip industry, which can be described as "excessive exploitation and self-inflicted consequences".
There is a reason for it, and it all originates from the United States' "extreme pressure" on China's chip industry. The United States first vigorously supported its own chip industry and provided huge subsidies to encourage the construction of factories in the United States; Then it imposed export controls on China, refusing to sell the most advanced chip technology and equipment to China.
This is actually a "loser-takes-all" game, in which the United States tries to crush China's chip industry through a technology embargo, but it turns out that China accelerates the pace of independent research and development and industrial upgrading.
Driven by China's huge market demand, domestic substitution has advanced rapidly, transforming China from the largest importer of chips to a self-sufficient power.
And this is a heavy blow to the US chip industry. Demand for it in China has plummeted, and the global economic slowdown has led to a contraction in chip orders in other regions.
Intel revealed that it plans to invest $20 billion in a large-scale chip factory in Ohio and will postpone the mass production schedule. It is reported that Intel has lost $2.7 billion in the first quarter of this year.
In addition, the memory chip giant Western Digital also reported a decline in performance and asked for help in mergers and acquisitions. There are various signs that the situation of overcapacity and insufficient orders for chips in the United States has taken shape.
Facts have proved that it is unrealistic to rely solely on political means to curb China's scientific and technological development. China has a complete industrial system and huge market demand, which provides strong support for strategic industries such as chips.
In these areas of rigid demand, China has every strength to quickly achieve independence and control. On the contrary, the more pressure is exerted, the faster China's R&D progress will be.
As a result, the U.S. chip industry has been "eaten up", not only losing the Chinese market, but also facing the problem of global excess capacity.
Looking forward to the future, it is still an inevitable choice for China to continue to carry out chip "extreme foundry". On the one hand, it is necessary to continue to increase investment in basic research and achieve more breakthroughs in core technologies; On the other hand, we will shorten the distance with the world's advanced level by introducing human resources.
While "self-reliance", we should also speed up the layout of the global market and maintain good cooperative relations with other countries. Only by expanding and strengthening the real economy and scientific and technological innovation can we win the initiative in this new scientific and technological revolution.
By contrast, U.S. policies are self-defeating, hurting both China and itself. The right way out is to put aside prejudices, strengthen exchanges and dialogues with China's business community, and actively explore new models of win-win cooperation.
Only by sharing scientific and technological achievements and promoting economic prosperity can the enterprises of the two countries make progress together in fair competition. Let technology benefit mankind and rejuvenate the global market, which is the original meaning of scientific and technological progress.