All of the statements in this article are based on reliable sources of information, which are summarized in the middle of the article.
Preface
In order to suppress the mainland's chip industry, the United States can be said to have made a "blood cost".
Not only is the country constantly suppressing the mainland's semiconductor industry, but it is also constantly supporting its allies to join it.
It started a crazy "subsidy boom" for the semiconductor industry.
Now that the first batch of funds has been fully funded, the semiconductor and chip industry may usher in major changes.
And the road to negotiations with the United States can also be said to be hopeless, in such a situation.
The mainland may face a situation of 1 against 29 countries.
Why, then, is the door closed? What about the "subsidy boom" in semiconductors?
There is no "way out", and the road to negotiation will not work
In 2020, the United States imposed sanctions on Huawei for "threatening national security".
And this incident has also become the beginning of the "chip war" between China and the United States.
Subsequently, the United States issued a number of bills and treaties for the development of mainland chips.
It's not just about adding a number of mainland companies to the entity list.
At the same time, it has also joined forces with its allies to ban the sale of important technologies in the semiconductor industry, such as lithography machines, to the mainland.
U.S. Secretary of Commerce Raimondo said that he would further increase chip control in China.
In order to achieve this goal, it will "stop at all costs" and will also stop the mainland's high-tech development.
When it comes to the chip ban imposed by the United States on China, Burns, the US ambassador to China, has a very tough attitude.
Source: CCTV (2024-03-21) - "The United States Will Not Negotiate and Will Not Compromise" The US Ambassador to China Talks About the China Chip Ban" report
For the sake of US national security, there will be absolutely no compromise on the issue of a chip ban, and there will be no negotiations.
And his remarks also completely closed the door to Sino-US consultations and negotiations.
Not only that, but to a certain extent, it also reflects that the United States will not relax its sanctions on my chips and semiconductors.
The United States has increased sanctions on Chinese chips
On May 9, some foreign media broke the news that the U.S. sanctions against Huawei had further escalated.
The U.S. has revoked licenses from U.S. companies such as Intel and Qualcomm to export chips to Huawei.
Information source: Global Network (2024-05-09) - "Foreign media: Intel said its sales will be hit after the US government revoked its license to export chips to Chinese companies".
The reason for this is that these two companies are "too close" to Huawei.
To a certain extent, such behavior will help the development of Chinese enterprises.
According to Reuters, some businesses have already received notices from the United States.
Although this will deal a certain blow to Huawei to a certain extent, it is also an act of hurting the enemy and losing 800 of everything.
Intel Corp. also said such a ban would hit its sales.
Intel's stock immediately fell.
According to statistics, as of 2024, its stock price has fallen by 38%.
Prior to this, the United States had once again restricted the export of chips to China.
This time, the United States revised the relevant bill, and on April 4, it officially came into effect.
Source: Huanqiu.com (2024-04-01) - "The United States escalates its suppression of Chinese chips and spreads to AI PCs".
After this revision, the acquisition of AI chips and chip manufacturing equipment in mainland China has once again been regulated.
This also means that laptops that use these AI chips will also be affected to a certain extent.
In addition to further sanctions and controls on chip exports to China, the United States has carried out further sanctions and controls.
It is also an increase in its domestic "subsidies" for chips.
The United States, Japan and Europe set off a semiconductor "subsidy frenzy"
"Science and technology are the primary productive forces" is applicable at any time.
In today's society, the strength of a country's chip strength also reflects the strength of the country to a certain extent.
Information source: Observer.com (2024-05-11) - "The United States, Europe, Japan and others set off a semiconductor "subsidy frenzy" and "compete with China for chip supremacy".
When the United States imposed sanctions on the mainland's chips, it not only set off a "subsidy frenzy" for the semiconductor industry.
He even tried to "coerce" his allies into joining him.
To a certain extent, it is to compete with the mainland for the position of the world's chip hegemon.
According to relevant statistics, internationally renowned semiconductor companies such as Intel and TSMC have received more than $380 billion in subsidies from local governments around the world.
This is done in order to further develop semiconductors and increase their production.
The United States has carried out large-scale subsidies and given strong support to Micron.
$6.1 billion in government subsidies to support Micron's construction of factories in two U.S. states.
It is reported that the government subsidies of the United States to Micron, Samsung and TSMC have reached 33 billion US dollars.
Not only that, but in the CHIPS and Science Act signed by the Biden administration in 2022.
In order to revitalize the chip industry in the United States, the bill directly used $39 billion in direct subsidies.
At the same time, there are $75 billion in loans, and there is a tax exemption of up to 25 percent.
It is not only the United States that has started a "subsidy frenzy" in the field of semiconductors, but also the European Union and Japan.
In particular, the European Union has also invested a lot of money in the semiconductor industry to support the development of the semiconductor industry.
And the EU has also made a "blood investment" this time, and will invest a total of 46.3 billion US dollars.
Source: Reference News (2024-04-03) - Report on "The Japanese Government Heavily Subsidizes Chip Manufacturing Enterprises".
The Japanese government has provided government subsidies of up to $3.9 billion to domestic enterprises.
The funds are intended to help the company purchase advanced chip manufacturing equipment to develop advanced chip manufacturing processes.
According to statistics, since 2021, Japan's domestic subsidies in the field of chips have reached 4 trillion yen ($26 billion).
At the same time, it has also made billions of dollars of investment in order for the American company Micron Technology to build a factory in Japan.
It can be said that the United States and its allies are carrying out "hot subsidies" in the field of semiconductors.
The United States and the European Union have already invested $81 billion.
epilogue
Under such a scenario, the mainland may face a situation in which the semiconductor industry can challenge 29 countries on its own.
However, such a large-scale investment will also intensify, to a certain extent, the competition between the United States and its allies.
So what the future development of the semiconductor field will be, we will wait and see.
However, it can be expected that in such a large-scale investment of funds, the semiconductor industry may usher in a new situation.
Text | On Yun Xuan
Edit | On Yun Xuan
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