The US side miscalculated

Chengdu Business Daily Red Star News

2024-04-24 21:50Posted on the official account of Red Star News of Chengdu Business Daily, Sichuan

In the high-tech field, the United States has frequently stepped up its suppression of China under the guise of so-called "national security". According to the latest data, the current U.S. administration has added more than 300 Chinese entities to the export control list.

U.S. Secretary of Commerce: Technology is at the heart of great power competition

On the evening of the 21st local time, CBS broadcast an exclusive interview with U.S. Secretary of Commerce Raimondo. Raimondo emphasized that science and technology are at the heart of great power competition.

It was during the Biden administration that the Department of Commerce, which was responsible for export control policy, went from a marginal role in the federal government system to the most important agency in driving the U.S. national security strategy. According to the latest data from the U.S. Department of Commerce, the Biden administration has added 319 Chinese entities to the "Entity List," more than the 306 that were added to the Trump administration.

In the first quarter, the output of "China Chip" increased by 40% year-on-year

In the context of the expansion of the U.S. crackdown on China's science and technology from a single enterprise to the entire industrial chain, China's technology industry is increasing its efforts to innovate independently. According to the latest data from the National Bureau of Statistics, in the first quarter of 2024, China's integrated circuit output reached 98.1 billion, a year-on-year increase of 40%. Market research institutions predict that with the continuous improvement of the localization of the semiconductor industry chain, China's chip production will maintain rapid growth.

The innovation breakthrough of the "key node" may drive the upgrading of the entire industrial chain

The inside of the chip is like a super-large high-rise building, with tens of billions of small rooms, which are the circuits made on it in advance. The traditional three-dimensional packaging chip is a high-rise building built with silicon wafers as the floor. The research team of Dongguan Integrated Circuit Innovation Center in Guangdong Province has adopted a new glass-based three-dimensional packaging process, using glass wafers as floor slabs. In order to connect the circuits on the glass plate, the engineers used the third generation of "through-glass technology": a glass wafer the size of a fingernail can be evenly punched with 1 million holes and filled with metal to connect complex integrated circuit high-rise buildings.

ASML's first new extreme ultraviolet lithography machine is the size of a double-decker bus 

Experts said that sometimes an innovation breakthrough at a "key node" may lead to the upgrading of the entire industrial chain. In fact, the United States has long noticed the important role of "key nodes" in the high-tech industry chain: lithography machines are a "key node" in the semiconductor industry chain. Recently, the world's first latest-generation extreme ultraviolet lithography machine built by the Dutch company ASML for Intel in the United States was opened to the media for the first time.

Released by Intel Corporation

This incredible machine is as big as a double-decker bus and weighs almost as much as a blue whale. Transporting it from ASML's headquarters in the Netherlands to the Intel campus in Oregon, USA, required 43 container breaks, containing more than 250 boxes, multiple cargo planes and about 20 semi-trailers.

Intel said that the new extreme ultraviolet lithography machine is a major revolution in the semiconductor industry, which is of great significance to the improvement of chip performance. 

Nearly half of ASML's lithography machine sales revenue comes from the Chinese mainland market

ASML's latest financial report shows that in the first quarter of this year, Chinese mainland's lithography machine sales accounted for 49% of its total global revenue, significantly ahead of other markets such as South Korea and the United States.

The Netherlands has refused to take further control measures against China

According to Bloomberg, U.S. Deputy Secretary of Commerce Esteves visited the Netherlands this month and asked the Netherlands to further tighten export controls to China, including no longer providing lithography machine maintenance and repair services to some Chinese customers. But Dutch officials argue it is "premature" to push for further restrictions.

Chinese Ambassador to the United States: The US side is reluctant to talk in depth about the specific boundaries of national security

It is worth noting that the US government often uses "national security" as an excuse for export control against China. During his visit to Harvard University on 19 July, Chinese Ambassador to the United States Xie Feng revealed that China and the United States have started consultations on the issue of clarifying national security boundaries, but no substantive progress has been made.

Source: CCTV4 "Asia Today"

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