The secret of 32 lithography machines! China's semiconductor counterattack, behind the 98.1 billion chips, American companies panicked?
Ladies and gentlemen, let's not talk about the wind and snow today, let's have some hardcore! Do you know? China's semiconductor industry has changed its face, making foreigners say "I can't understand"!
Let's talk about this Huawei first, Huawei, like the top master in martial arts novels, who was forced to the edge of the cliff, but he was able to practice a unique stunt. At the moment when Huawei's Kirin chip was born, the mobile phone circle exploded! Kirin 9000, directly with Qualcomm, 5G technology integration, that is called an "arrogance". But who would have thought that as soon as he reached the mountain, he was shrouded in the black cloud of "sanctions", and Huawei was forced to fall into the "core" sour past. But what kind of character is our Huawei? Headwinds can also show operation, as soon as the Nanniwan plan comes out, Kirin Core is back strongly, the Mate60 series is selling well, and Huawei's operation is simply a textbook-level "anti-killing"!
Let's take a look at the big chess game of semiconductors, Huawei is just a "handsome" on the chessboard, and the chess player behind it is the entire Chinese science and technology community. Since the days of "dependence on imports" are not good, our domestic enterprises are collectively awakening, the Chinese Academy of Sciences, Harbin Institute of Technology, and scientific research bigwigs have come forward one by one, and SMIC has been working at full speed to expand production and build factories, vowing to do it themselves and have enough food and clothing. Chips made in China, no longer a dream! ✨
The data speaks, last year, we imported 10.8% less chips, and the output of domestic chips rose, and 98.1 billion chips were completed in the first quarter of 2024, an increase of 40%! This speed is faster than high-speed rail! Moreover, EDA tools, packaging and testing technology, and lithography machines all have big moves. Huada Jiutian, Changdian Technology, and Shanghai Microelectronics, the names are so loud that even American companies have to prick up their ears to listen. Especially the large-chip packaging lithography machine, the first one in China, delivered by Guangdong Yuehai Integration Technology Company, this is our own child, can American companies not panic?
The closed-loop industrial chain is domineering, Huawei, Unisplendour Design, SMIC Manufacturing, Shanghai Microelectronics, Harbin Institute of Technology have overcome the problem of lithography machines, and Changdian and Huatian are not far behind in the field of packaging and testing. This lineup is like the Avengers, each member is a ruthless character, and together, it is the rhythm of changing one's life against the sky! ♂️♀️
Finally, a little secret, in the first two months of this year, we quietly shipped back 32 lithography machines from ASML in the Netherlands. The spring of domestic chips is not far away, friends!
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