Information sources:
China Youth Daily: The United States launched a "chip war" and "Made in China" accelerated growth
Preface
Since the United States launched a "chip war" against China, China's semiconductor industry has not appeared as "getting worse" as expected by the United States, but has been reborn from the ashes and ushered in a new transformation.
In the face of such a scene, European and American companies can be described as "collectively breaking the defense", and they look at the growing Chinese enterprises, and a sense of crisis arises spontaneously.
So, how is China's semiconductor industry developing today? It will make European and American companies break the defense.
Information sources:
Guangming.com: Tsinghua University team released the intelligent optical chip "Taiji"
China's rising semiconductors
Under the monopoly of the United States and the blockade of technology, China's semiconductor industry chain has broken through and completed the situation of self-sufficiency.
Today, China has completely owned its own chip technology, and even technologies such as lithography machines and integrated circuits have made new breakthroughs in independent research and development.
In addition, our products are gradually occupying the international market, and now China is using its strength to resist the hegemony of the United States.
As the "heart" of scientific and technological development, the position of chips is very important, which is why the United States frantically used chips to "attack and suppress" China.
However, the Biden administration still underestimates the capabilities of the Chinese, and we have always liked to face difficulties head-on and never sit still.
After the chip war came, Huawei was the first to suffer.
At that time, Huawei's latest Mate 50 global sales were falling off a cliff due to chip supply problems.
It wasn't until Huawei brought its self-developed Kirin 9000s processor back to the market that Huawei used sales to announce the victory of China's "first battle".
In addition, China's chip technology has made many innovative breakthroughs.
Tsinghua University has successfully developed the photonic chip "Taiji", realizing a distributed breadth optical computing architecture.
Its transmission speed and stable performance greatly surpass traditional communication, setting a new milestone for China's chip research and development.
Not only that, according to the latest research and development status of chips disclosed by CCTV.
The successful development of our latest "glass chip" may bring opportunities for China's chip development to "overtake in corners".
Today, China's chip technology has been completely in its own hands, and the technology is still innovating, and it is not a problem to surpass Europe and the United States.
On the other hand, Shanghai Microelectronics Group has completed the task of independent research and development of lithography machines and has become the most advanced lithography equipment manufacturer in China.
In this way, China directly broke the "monopoly" of the Dutch lithography machine, and also cut off the "arm" of the United States from the side.
Judging from the current development situation, the development situation of China's semiconductor industry is very good, so what impact has the "chip war" of the United States had on European and American companies?
Information sources:
Institute of High Energy Physics, Chinese Academy of Sciences: Fifty Years of Domestic Lithography Machine: A Spark Can Fire the Prairie?
European and American companies collectively broke the defense
While the United States is leading South Korea, the Netherlands, Japan and other countries to encircle and block China's semiconductor technology and equipment, China's development is expanding rapidly.
According to a report by South Korea's "Dong-A Ilbo" on December 23 last year, Chinese semiconductor companies are actively attacking the world's semiconductor market, with a 75% share of the traditional semiconductor market above 20 nanometers.
Not only that, Shanghai microelectronics lithography machine quickly occupied the market after breaking through the technical blockade and completing independent research and development.
Information sources:
China Youth Daily: Chips will still be the focus of the U.S. technology competition with China next year
So far, Shanghai Microelectronics has a domestic market share of 80% in packaging lithography machine products, and a global market share of 40%.
It can be seen from this that the "means" that the United States thinks are clever are nothing but an "encouragement" to us.
After the United States issued chip sanctions, they thought that it would form a repressive suppression of Chinese companies, but they never thought that it would also have a big impact on their own companies.
On October 31 last year, the Wall Street Journal published a report that "Nvidia may be forced to cancel more than $5 billion in chip orders exported to China this year".
As a leading enterprise in chips, Nvidia is the company with the largest chip import volume in China from NVIDIA.
For example, Alibaba, ByteDance and other companies have placed orders with NVIDIA for more than $5 billion as early as last year.
However, because of the constantly updated restrictions in the United States, Nvidia's order must be terminated, in addition, last year, relevant institutions announced China's chip import data in the first half of the year.
As can be seen from the data, from January to May last year, China's chip imports were 186.5 billion pieces, a year-on-year decrease of 19.6%, and the amount reached more than 300 billion.
To put it bluntly, China canceled more than 300 billion chip import orders in the first five months of last year alone.
In addition to the huge loss of orders from Nvidia in the United States, South Korean companies have also suffered a lot of crises.
At that time, the United States and South Korea launched a ban on sales to China, and China is one of the countries with the largest export of semiconductors to South Korea.
But South Korea has cut off supplies to us, and their products can only be squeezed in large quantities.
In January last year, South Korea's semiconductor inventory rate reached 265.7%, the highest squeeze in 26 years, which led to a serious slowdown in South Korea's semiconductor exports and a blow to the economy.
Information sources:
Guangming.com: The "semiconductor hegemony" of the United States hurts South Korean companies
In addition, it also had a great impact on the Dutch lithography giant ASML.
ASML's share price fell by 4% directly after the Dutch sanctions were announced, and compared to 2022 sales.
After losing the Chinese market for Dutch lithography machines, ASML will lose at least 3.2 billion euros in orders, which is also a fatal blow.
These companies continue to suffer setbacks, and the country's economy suffers, isn't the culprit the United States, which launched the "chip war"?
Information sources:
Huanqiu.com: The country's reputation is damaged, and corporate stocks are falling! How do chip export controls affect the Netherlands and ASML?
U.S.-China "chip war"
As the United States' suppression methods in the chip war have become more and more intense, their state has even entered a state of "madness".
Just recently, the United States was still actively working with Japan, South Korea, the Netherlands and other countries to further tighten export controls against China.
The United States may feel that it cannot defeat China "alone" and is afraid that it will be difficult to convince the public if it leaves a handle, so it has roped in South Korea, Japan, and the Netherlands to jointly launch a difficult attack on China.
However, it is not so much that the United States is co-opting, but rather that it is directly understood as US pressure.
As a country with such a large amount of imports, any country that "decouples" from us will suffer in the end.
Judging from the current international market, South Korea, Japan, the Netherlands, and even the United States itself have already suffered the consequences of US sanctions against China.
However, from the initial situation, China's semiconductor industry has been hit a lot, especially in chip and lithography machine technology.
Although Huawei has already foreshadowed the United States' "face-turning" behavior in ZTE, it still can't make preparations.
In addition, the U.S. government has also banned China from acquiring chip technology from cloud services provided by companies such as Amazon and Microsoft, which has faced strong resistance to the development of artificial intelligence.
The field of artificial intelligence is the key goal of China's current research and development, and now, we can only break through the technological blockade and master the self-developed technology in order to better carry out the research and expansion of the artificial field.
Because of the "war" provoked by the United States, China's semiconductor industry has also been stagnant for a period of time, but fortunately, all teams went hand in hand and finally fought a beautiful "turnaround".
At present, with the rise of China's semiconductor industry, the United States and other countries have begun to usher in their own "backlash".
In May last year, Nvidia CEO Jensen Huang publicly called out Biden, saying:
"The Biden administration's export controls on semiconductor technology have left companies 'tied up' and unable to sell in China, one of the largest markets."
Information sources:
Global.com: Nvidia CEO warned in an interview: The "chip war" against China will cause "huge damage" to US technology
That's a good thing, losing more than $5 billion in orders all of a sudden, why isn't Nvidia a "victim" in this sanctions?
And South Korea, not to mention, their semiconductor giant has been "marginalized" by the United States, in February last year, South Korea's semiconductor exports fell by 42.5% year-on-year, which has fallen for seven consecutive months.
It can be seen that the extent of the blow suffered by South Korea is even more terrible than that of China, so what is the impact of the United States now driven by the chip war?
Information sources:
Qilu one point: The US "chip bill" harms others and hurts itself, and will eventually eat itself
Eat the consequences
Nowadays, the semiconductor industry in the United States is declining rapidly, and chip giants such as Nvidia, Intel, and Qualcomm have suffered a rapid decline in their export volumes.
Since 2022, these companies have begun to launch layoffs one after another, and it is reported that Intel has even suspended some production plants.
As a "big customer", China is related to the "life and death" of many enterprises, and although these leading enterprises will not go bankrupt because of this, they will at least have to "peel off the skin".
On the other hand, the scientific and technological development of the United States will also be hindered.
Because of the U.S. sanctions, China responded as soon as possible and immediately announced export controls on two important elements, germanium and gallium.
When the United States heard the news, it immediately stood up against it, and the Netherlands, as the world's most powerful lithography machine technology, could not accept it, and then they immediately pulled the EU to negotiate with China.
Because these two elements occupy an important position in the field of semiconductors, and China is the world's largest producer of germanium elements, without germanium, even if the Dutch lithography machine technology is good, it is still useless.
At present, the Netherlands has said that it will continue to provide lithography machine services for China, which can be regarded as a slap in the face to the United States in public.
On the other hand, although South Korea does not have as much courage as the Netherlands, they are still working hard, after all, South Korea's semiconductor industry is by far the most ruthless one.
After all, the "chip war" launched by the United States is completely in accordance with its own political will, and it does not care about the "life and death" of its allies and its own enterprises.
They thought they could suppress China's development back, but they didn't think that it would accelerate "China's development", so to speak, to help China's manufacturing rise rapidly, is the biggest "evil result" that the United States has obtained.
epilogue
The frequent repressive policy of the United States is actually an act of adding mistakes on top of mistakes.
The United States is even complacent about this kind of behavior that thinks it is clever in its means, but behind its back, the gains outweigh the losses, and it hopes that the United States will understand as soon as possible that international trade should not become a means for them to compete for political power.
Second, the international trade market peace can achieve a win-win situation, if you insist on going your own way, then in the end it will only be put forward by the international market.