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Sentence|老闫侃史
Editor|Lao Yan Kanshi
The issue of chips between China and the United States has been tugging for several years, although it has always been a win-loser, but it is an indisputable fact that the United States has always occupied the initiative!
Although there are Huawei, DJI, etc. in China, they have always been at the forefront of research in the field of chips. However, after all, the time is still too short to form a crushing advantage over the United States.
Just recently, the United States once again made a big move, saying that the current attitude of the United States is that it will not engage in negotiations and will not compromise on the lifting of the ban on Huawei chips.
This sentence came out of the mouth of US President Biden, and the meaning of the threat was already full. But there is no way, who makes China still dependent on the United States in semiconductors, chips and other fields!
In order to completely lock in the development of China's semiconductor industry, the United States not only personally blocked it this time, but even did not hesitate to spend a lot of money to subsidize its allies, with one purpose, that is, to completely make China's semiconductor industry "stillborn".
$81 billion in subsidies
The United States knows very well that if China is given time, given the size of China's economy and huge talent pool today, it may be able to make China rise completely one day in the near future.
In the past few years, the United States has spent a lot of effort to suppress China's semiconductor industry, but the effect is unsatisfactory.
For this reason, the United States simply pulled in the EU countries this time, plus Japan, South Korea, India and other Asian countries to form a 30-nation "alliance"
The strategic concept of the United States is not complicated, and it can be summed up in one sentence, that is, spending money on research and development and competing with China; just as the so-called large number of people is powerful, the United States itself is alone, but if it pulls in dozens of countries, then it can form a huge joint force.
The United States is trying to use $81 billion as an incentive and as a basic fund for research and development, so that these countries can put semiconductor and other related research and development on the fast track as soon as possible.
Since the beginning of the year, the United States has once again launched a new round of sanctions against Huawei, directly revoking the permission of American companies to export chips to Huawei. That is to say, in the future, whether it is Intel or Qualcomm, as long as it is an American company, it will no longer be able to provide Huawei with chips related to mobile phones and laptops.
This approach of the United States is tantamount to taking a salary at the bottom of the kettle, so the impact on Huawei is undoubtedly huge, although Huawei has experienced a very rich technical heritage in recent years, but after all, the time is too short, and it will take time to get rid of the neck of the United States.
The United States has done "throwing bricks and leading the way", and the European Union has also begun to launch a plan, that is, to increase the investment amount to 108 billion US dollars in a few years, which can be said that the EU has also increased the stakes this time.
Seeing that the United States and the European Union have begun to actively implement chip jamming on China, many people wonder how China should respond?
China's response
It should be said that China's current high-tech industries such as semiconductors and chips are indeed influenced by the United States to a considerable extent.
South Korea and Japan, which face China directly in Asia, have always been a key part of the global semiconductor industry chain of the United States, and even many times, many of the "China containment policies" of the United States need to be implemented through these two countries.
For example, in Japan, when the Biden administration proposed a ban on Chinese chips, Japan soon announced that Japan's semiconductor production capacity would double by 2030.
This data is quite explosive, and if Japan can really do this, then it will naturally greatly squeeze China's foreign trade market.
In February this year, the Modi government announced that it would invest in the construction of a semiconductor manufacturing plant with a total capital of $15.2 billion for India, with the aim of seizing the semiconductor market that has been controlled by China and other countries.
With the end of India, this seemingly silent "semiconductor war" has become more and more prominent with a confusing prospect.
If we turn our attention to China, it is not difficult to find that China is not completely passively beaten, on the contrary, it has been actively trying its best to break through this "semiconductor war." ”
A large number of outstanding high-tech R&D companies such as Huawei, YMTC, and SMIC are gradually and steadily increasing their R&D efforts and capital investment.
As for the government, it is also actively looking for a way to break through the "chip blockade" led by the United States and 30 countries.
Whether it is the competition in the chip industry or the competition in the semiconductor industry, to put it bluntly, the country is acting as the strongest backing, and the United States is willing to take the lead and is willing to lead 30 countries to contain China in the chip industry, so China will naturally actively "face the war"
Countless experiences in history have proven that China is capable of breaking the monopoly of the imperial power, and for China, all it needs is time.
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References:
Tearing off the mask of free competition and curbing China's technological development, how many "devils" are hidden in the US "Chips Act"?
[Global Times] Japanese media warned: Participating in the US semiconductor containment of China, Japanese companies only have losses
The United States, Europe, Japan and other countries set off a semiconductor "subsidy frenzy" and "compete with China for chip supremacy"