The United States formed a chip alliance with the intention of curbing the development of China's chip industry
In the current complex geopolitical environment, the United States sees the rise of China's scientific and technological power as a challenge to its long-term technological hegemony, which has exacerbated its "hegemonic anxiety". In order to maintain its leading position in the chip industry, the United States has recently established a "chip alliance" dominated by the Netherlands, Japan and other countries in an attempt to curb the development of China's chip industry.
China's chip industry has made great progress in the past few years, and the market share of independent and controllable chip products in the domestic market has been increasing. However, compared with developed countries such as the United States, there is still a certain gap in the overall strength of China's chip industry, especially in key areas such as advanced process technology and design capabilities. As a "new food" to support the digital transformation of the economy and society, chips are of great strategic significance for China to achieve scientific and technological self-reliance and self-reliance and ensure national security.
The main method of US pressure is to restrict US companies and companies from ally countries from investing in the production of advanced process chips in China through legal means such as the CHIPS and Science Act. At the same time, it has strengthened cooperation with allied countries such as the Netherlands and Japan in an attempt to isolate China in the global chip supply chain. This approach will undoubtedly bring severe challenges to the development of China's chip industry.
In the face of extreme pressure from the United States, how to deal with China's chip industry has become a major issue that needs to be solved urgently. On the one hand, China needs to step up its efforts to innovate independently, make up for the shortcomings of its industrial chain, and reduce its dependence on foreign countries, and on the other hand, it needs to oppose trade protectionism, maintain an open and inclusive Asian supply chain, adopt the "China+1" supply chain model, and not rely too much on a single country.
The specific measures of the United States to curb the development of China's chip industry
The specific measures of the United States to curb the development of China's chip industry are mainly reflected in the following aspects:
1. Restrict enterprises from investing in China through legal means
The U.S. government passed the CHIPS and Science Act last year, which not only provides huge subsidies for the U.S. domestic chip industry, but also sets a series of restrictive provisions that prohibit companies with federal funding from investing in advanced process chip production in China. This will undoubtedly hinder China's access to advanced chip manufacturing technology.
2. Isolate China's position in the global chip supply chain
In addition to restricting its own companies, the United States has also actively lobbied its allies to join its "chip alliance". The Netherlands, Japan and other countries have joined in restricting the export of advanced chip-making equipment to China. This will further weaken China's position in the global chip supply chain.
3. Strengthen cooperation with allies in the field of chips
In order to further consolidate its leadership position in the chip industry, the United States is strengthening cooperation with allied countries in the field of chips. For example, it signed an agreement with Japan to strengthen semiconductor cooperation, and reached a consensus with the Netherlands to restrict the export of advanced chip equipment to China. These measures are all aimed at forming a joint force to curb the development of China's chip industry.
In the face of extreme pressure from the United States, China's chip industry is facing unprecedented severe challenges. On the one hand, China needs to step up its efforts to innovate independently, make up for the shortcomings of its industrial chain, and reduce its dependence on foreign countries, and on the other hand, it needs to oppose trade protectionism, maintain an open and inclusive Asian supply chain, adopt the "China+1" supply chain model, and not rely too much on a single country.
China should adhere to an open and inclusive development path to address challenges
In the face of extreme pressure from the United States, China's chip industry needs to take strong countermeasures, but at the same time, it must also adhere to an open and inclusive development path.
On the one hand, China needs to increase its independent innovation, make up for the shortcomings of the industrial chain, and reduce its dependence on foreign countries. It is necessary to increase investment in basic research and original innovation, cultivate high-end chip talents, accelerate the development of advanced process technology to achieve independent control, improve the chip industry ecology, and form an industrial pattern of coordinated development of upstream and downstream.
On the other hand, China also needs to oppose trade protectionism and maintain open and inclusive Asian supply chains. The chip industry chain is long, there are many links, and the degree of international division of labor is high, and it is difficult for any country or region to complete it independently. China should adopt the "China+1" supply chain model, not rely too much on a single country, and strengthen cooperation with other countries to jointly maintain the security and smoothness of industrial and supply chains.
It should be pointed out that the United States' practice of forming a "chip alliance" to curb the development of China's chip industry is difficult to completely isolate China. This is because the global chip industry chain is highly internationalized and divided, and China has been deeply integrated into some links and occupies an important position. For example, Chinese mainland and Taiwan are leading in chip manufacturing, packaging and testing.
The U.S. approach will not only harm China's interests, but also hurt the global chip industry chain, triggering a widespread chain reaction. This kind of "embargo" runs counter to the general trend of economic globalization and is bound to be opposed and resisted by more countries.
China's chip industry should adhere to the development path of independent innovation and openness and inclusiveness, not only to make up for shortcomings and reduce external dependence, but also to oppose trade protectionism, maintain the smooth flow of global supply chains, and achieve its own development in an open environment. Only in this way can we truly respond to the extreme pressure of the United States and achieve the sustainable development of the chip industry.