China's chip production capacity won the first place, triggering a global chip subsidy war, and the pattern has changed?
In recent years, China's chip industry has developed rapidly, and its production capacity has exceeded 30% of the world, ranking first in the world. This achievement has triggered a global reaction, and the United States, the European Union, Japan, India and other countries have offered chip subsidy gift packages, trying to occupy an important position in the future chip market. The amount of chip subsidies from all parties has exceeded 100 billion US dollars, and the chip war is about to break out.
China's chip production capacity occupies the first place in the world, which is not easy to come by. This is the fruit of China's unremitting efforts on the road of independent chip innovation for many years. Since the 90s of the last century, China has realized the importance of the chip industry and listed it as a national strategy.
After several generations of relay struggle, China has finally made a breakthrough in the field of chips. China has not only achieved major breakthroughs in manufacturing processes, but has also made great progress in chip design and equipment manufacturing. The performance of domestic CPU chips represented by Loongson, Shenwei, Orange, etc. has been comparable to the international advanced level.
The rise of China's chip industry undoubtedly threatens the United States and other Western countries. They fear that China's development in the field of chips will shake its dominance in this strategic industry. To this end, the United States did not hesitate to introduce strict chip export control measures in an attempt to curb the development of China's chip industry.
In the face of the "containment" of the United States, China did not flinch, but further increased the intensity of independent innovation of chips. The Chinese government has introduced a series of supportive policies to encourage enterprises to increase R&D investment, cultivate chip talents, and improve the industrial chain. China is also actively exploring the international market and seeking cooperation with other countries.
It is with this perseverance and wisdom that China has finally achieved today's achievements in the field of chips. That doesn't mean China can stop there. On the contrary, China must further increase investment, continue to promote independent innovation of chips, and narrow the gap with the international advanced level.
The news that China's chip production capacity occupies the first place in the world undoubtedly shocked the United States and other Western countries. They realize that export controls alone cannot stop the development of China's chip industry. They have launched chip subsidy packages in an attempt to occupy a dominant position in the chip market in the future.
The United States can be described as the "pioneer" of chip subsidies. As early as more than two years ago, the United States took out $52 billion in chip subsidies in an attempt to attract chip companies to build factories in the United States. Intel, TSMC and other companies have responded by investing in the construction of chip factories in the United States.
Following the United States, the European Union has also launched a chip subsidy program of more than 46 billion euros. The EU hopes that through this move, it will revive the glory of the European chip industry and avoid being completely marginalized in the chip market in the future.
Japan, as a former chip power, is naturally not far behind. The Japanese government plans to introduce tens of billions of dollars in chip subsidies and establish new chip companies with local enterprises, in an effort to catch up with the United States and TSMC in the field of advanced technology.
One of the core focuses of the Sino-US technology war is chip technology, and the competition between the two sides in this field has been going on for many years. The United States has been trying to curb China's development in the field of chips through export controls and other means. China, on the other hand, is stepping up its efforts to innovate independently, trying to get rid of its dependence on foreign chips.
Recently, Huawei launched a new mobile phone equipped with 7nm chips, which is regarded as a major breakthrough in China's independent chip innovation. This is undoubtedly quite worrying for the United States, because it means that the chip blockade measures in the United States have limited effect.
The U.S. political community reacted strongly, not only calling for an investigation into whether there were loopholes, but also publicly calling for further tightening the technology blockade of Huawei and SMIC. In the future, the United States' restrictions on Chinese chips will be further escalated.
China also seems to be prepared to respond. According to reports, in order to guard against tougher export restrictions from the West, Chinese companies are purchasing large quantities of chip manufacturing equipment parts, especially core equipment such as lithography machines.
China's imports of lithography machines from the Netherlands have almost quadrupled this year. Global lithography machine giant ASML has also tripled its exports to China. These devices will help China increase its chip manufacturing capacity.
China still faces hurdles in manufacturing state-of-the-art chips. Chinese companies are working hard to promote the development of more mature process technologies in order to occupy a place in the low-end chip market.
The competition between China and the United States in the field of chips has entered a white-hot stage. Both sides are increasing investment in an effort to gain an advantage in the battle for strategic industries. This will have a far-reaching impact on the global chip industry pattern.
In addition to traditional chip technology, China and the United States are also competing in the emerging RISC-V instruction set architecture. RISC-V is an open-source instruction set that instructs the chip on how to perform computational tasks.
RISC-V originated at the University of California, Berkeley, as a research project. But soon, the technology attracted a lot of interest from Chinese engineers and officials. They argue that RISC-V, an open-source technology, could help China gain chip design autonomy, reduce supply chain risks, and help deal with Western export restrictions.
Some researchers bluntly said that RISC-V provides an opportunity for China to catch up and surpass in the field of chip design. Professors at the University of California, Berkeley, have also set up a RISC-V lab in Shenzhen, China, which has drawn the attention of the U.S. Congress.
At present, more than 200 large Chinese companies are using RISC-V-based chip designs, and more than 100 startups are following suit. While these chips are currently primarily used in general consumer electronics, experts believe that RISC-V technology is expected to be used for more complex tasks in the future.
For example, Chinese aerospace engineers have proposed using the RISC-V instruction set to develop high-performance space computers. Other companies and research institutes plan to combine RISC-V processors for large-scale computing tasks such as artificial intelligence.
In the face of China's rapid development in the field of RISC-V, the United States is also considering whether to impose export controls on this technology. Since RISC-V is open source, there are many obstacles to enforcing restrictions.
RISC-V has become a new battleground in the chip war between China and the United States. China wants to use this technology to break through the Western blockade, while the United States wants to contain China's development in this area. The contest between the two sides in this emerging field will further intensify the white-hot science and technology war between China and the United States.
In addition to chip technology, cutting-edge scientific and technological fields such as artificial intelligence and quantum computing have also become a new battlefield in the Sino-US scientific and technological war. In the future, the Sino-US science and technology war will be more extensive and protracted, and will have a profound impact on the global science and technology development pattern.