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Since 2019, Huawei has been the focus of the U.S. government, and various sanctions have made Huawei suffer enough.
In May this year, the United States began to sanction Huawei again after its visit to China, the content of which is still the well-known chip, but this time, the United States idea is about to fail.
Another encirclement by the United States
On May 8, 2024, the U.S. government will not allow Intel and Qualcomm to provide Huawei with high-end chips.
The US media even revealed that as early as 7 May, the US Government sent people to confiscate the export licenses of certain companies.
Regarding the "chip ban", the statement of the US congressman is to "prevent Huawei from developing artificial intelligence", but people still find the trick in it.
The day before the United States banned chip exports, Huawei and Apple jointly released new products such as laptops and tablets, and the two high-tech companies "fiercely competed" against each other for the same product.
The U.S. government's approach has to make people suspicious: the U.S. is not trying to "maintain technological leadership" to suppress Huawei, but purely wants to help Apple occupy more markets, so it makes such an unreasonable behavior.
It is really disgraceful to say such a thing as "helping local products to suppress foreign brands", so the United States has to find a high-sounding reason to block Huawei's high-end chips, but the United States' idea is doomed to fail.
Huawei needs high-end chips, which can be produced by itself or imported from Japan, South Korea and other countries, so Huawei's dependence on American companies is not high. The chip blockade that the United States is proud of is already a leaky fishnet.
Since 2019, Huawei has been subject to more and more "chip sanctions" year by year, it is becoming more and more difficult to import chips from the United States, and there is less and less cooperation with companies such as Qualcomm and Intel.
Before the U.S. ban was issued in May, Huawei was no longer a major customer of Qualcomm and Intel, and no matter how the U.S. issued a ban, the impact on Huawei would not be great.
What's more, Huawei is not without the ability to produce chips and other capabilities, with the Dutch lithography machine, Huawei's chip department can also make high-end chips!
Securities Times2024-05-08: The United States has "hacked Huawei" again, and the Ministry of Commerce responded!
Awesome Dutch ASML
Since the United States has issued a "chip ban" to China, it is natural that it cannot only block the finished chip, but also block the source of the chip - lithography machine.
ASML in the Netherlands, as the world's most well-known lithography machine manufacturer, is also threatened by the United States. But ASML is under pressure from the United States to do business with China, for the simple reason that China, a big customer, is too important!
According to ASML's Q1 financial report, Chinese mainland is already ASML's largest customer, not one! Orders placed by Chinese companies accounted for half of ASML's sales in the first quarter, compared with only 6% in the United States.
Under the temptation of real money, it is really difficult for the United States to make ASML abandon the order on the basis of international deterrence alone.
Of course, the US threat is not without effect, and China has so far not been able to import high-end EUV lithography machines from ASML, but can only import traditional lithography machines that produce low-end chips.
In this regard, ASML CEO is very helpless: suppression and blockade will only make China work harder to overcome technical difficulties, and this kind of lose-lose behavior will only be counterproductive.
Even so, deals between Chinese companies and ASML are still hot. ASML CEO expects that in the second three quarters of 2024, the demand for lithography machines in China will be greater, and the scale of the transaction between the two parties will reach a higher level.
Global Network2024-04-18: US media: Despite the tightening of export restrictions by the United States, Chinese mainland is still ASML's largest market, and its sales to China in the first quarter performed well
The facts are exactly as ASML CEO expected. In April, China's total imports to the Netherlands rose by 32 percent, a significant part of which was spent on lithography machines.
Not only the Netherlands, but other coerced countries are also secretly cooperating with China, and the US chip blockade of Huawei has become a solo carnival.
Assistance to the Lost Path
Countries that can produce high-end chips are not only the United States, but also Japan, South Korea, Germany and other countries have similar means, but they are slightly inferior to the United States in cutting-edge technology.
In order to isolate China's chip companies around the world, the United States "coerced" these countries not to supply semiconductor products to China.
However, this kind of practice of harming others and not benefiting oneself has not won the approval of other countries at all, and several countries have not stopped trading with China in favor of the United States.
In 2023, Keidanren proposed to the Japanese government that Japan should not be on par with the United States in terms of "chip exports to China", but should be consistent with the mainstream attitude of the world.
If Japan regulates chips like the United States, it will be even more difficult for the chip industry to survive. Until now, Japan has not issued a "chip sanction" regulation, and China can still buy chips from Japan.
Europe, on the other side of the ocean, did not comply with the demands of the United States. The Netherlands has huge economic ties with China, and needless to say, the rest of the EU does not recognize US directives.
In April 2024, Germany took a clear stand against the "chip ban" of the United States, rejected the "coercion" of the United States many times, and insisted on exporting semiconductor materials and optical instruments.
Only South Korea complied with the U.S. order and did not sell chips to China, but this behavior cost South Korean chip companies a lot.
South Korean chip companies in China cannot upgrade their equipment, and the chips produced by South Korean companies cannot compete with American companies.
The U.S. chip "ban" not only squeezes out China, but also suppresses its own competitors!
When the United States introduced the sanctions bill, South Korea passed the "Special Act on Semiconductors" to prevent the United States' chip strategy from affecting itself.
Xinhua News Agency2024-05-06: Lookout|The United States coerced its allies to "chip exclusion China" is not smooth
Nowadays, Huawei's terminal sales have risen sharply, and the proportion of the domestic mobile phone and tablet market is rising, and it is just around the corner to return to the king's position!
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