Before reading this article, I sincerely invite you to click "Follow", which is not only convenient for you to discuss and share, but also brings you a different sense of participation, and it is more convenient to come back at any time to read more exciting content, thank you for your support.
In recent years, the United States has watched the rapid development of China's economy and other fields, and it has been very uneasy in its heart, for fear of affecting its self-righteous global hegemony.
Next, we need to consider how to deal with the supply disruption of the chip supply chain, which is also a challenge for our domestic chip factories, and the long-term production model that relies on foreign technology is about to come to an abrupt end.
Friendly reminder: Because the characters in this article are long, there may be an "ad unlock mode" in the article, but fortunately, in the new policy of the platform, ad unlocking is free, you only need to read it to continue reading, thank you for the officials, and the platform.
In the context of the Sino-US chip war, to a certain extent, it has also brought good development opportunities for the mainland's chip industry, allowing us to clearly understand that only the most core technology can be mastered.
Only by enhancing scientific and technological strength through independent innovation and completely achieving independence and controllability can we challenge United States hegemony and get rid of this predicament.
In this war without gunpowder, the mainland chip industry has also encountered many difficulties on the road to self-reliance.
However, under the spirit of our scientific researchers who are not afraid of difficulties and work hard, we have first made a major breakthrough in technology, and in just a few years, the mainland chip industry has easily achieved rapid development from 0 to 1 and from 1 to 10.
In the first half of this year, in just 150 days, the mainland's integrated circuit output reached a number that many people dare not imagine, which immediately caused a lot of sensation in the world and brought unprecedented impetus to the development of the mainland's chip industry.
China's chip industry is growing at a rapid rate, impressing the world. At present, China has a complete industrial chain from design to manufacturing, from packaging and testing to materials.
However, at present, although the development of our domestic chip industry is stable, it is also at a very critical node, first of all, with the rapid development of new technologies such as 5G, Internet of Things and artificial intelligence, it has brought a very broad market space for the chip industry.
Secondly, the uncertainty of the chip supply chain in the global environment, as well as the intensification of international competition and the acceleration of technology iteration, have made the development of the chip industry face new challenges.
As we all know, China has the world's largest electronics industry demand market and manufacturing base, and under such a huge market demand, the global semiconductor industry is eyeing up.
Many multinational chip companies regard the Chinese market as an important part of their global layout, and they have begun to set up technology research and development centers and production bases in China to facilitate better cooperation with mainland enterprises.
To a large extent, this transfer reflects the transfer of technology and talents, and can accelerate the innovation and upgrading of China's chip industry.
How important are chips?
With the progress of the times and the continuous development of science and technology, modern artificial intelligence, cloud computing, and big data are all cutting-edge technologies, which all rely on the support of the high-end chip industry.
And chips are also a very money-burning industry, although the return ratio is large, but both investment and risk are proportional, for example, the R&D expenses invested by SMIC account for a large part of revenue.
It is also very clear to everyone that only the stable investment of resources and the cultivation and innovation of talents are the key.
Chip manufacturers in the mainland have poached nearly 100 technical engineers from TSMC and offered 2.5 times the high salary, and sometimes the competition for talent is quite fierce, and he also reflects the scarcity of talents in this area from the side.
As we break out of the cocoon and are reborn, the rise of China's chip industry has also made Samsung and TSMC chipmakers realize that they may lose a large part of the Chinese market, and this concern is inevitable.
You must know that TSMC and Samsung are leaders in the field of chips, they dominated the global high-end chip market back then, they have core technology and have very excellent productivity, the so-called glory.
But as soon as the United States chip ban came out, they had to follow the pressure of United States and had to abandon the huge market of China. Under the ban, they also had to change their strategy and set a new direction of development.
TSMC once cut prices to recover negative market demand and attract customers. Samsung, on the other hand, has chosen to significantly increase its investment in the process market.
Although Samsung has obtained a permanent exemption license in China and has built a large number of factories in the hope of getting a piece of the Chinese market, they did not expect that most of the buyers of so-called mature process chips are Chinese companies.
However, since the chip ban in United States, Chinese companies no longer rely on external technology, but take the road of independent research and development. In this way, even if TSMC cuts prices and Samsung gains a certain share by expanding the mature process market, it will face fierce competition from Chinese chip companies at any time.
In the face of such a predicament, TSMC is also changing its strategic direction and seeking new goals, and after they knew that they could not obtain the Chinese market, they turned to Europe, Japan and other places to carry out new cooperation and technical exchanges.
In the face of United States's comprehensive encirclement and suppression of the mainland's chip industry, the mainland has chosen the development strategy of "becoming bigger first, then stronger", and continues to increase technology research and development and talent training to improve chip performance.
At present, the mainland has a chip manufacturing process of more than 7 nanometers, and our price in this field is very advantageous.
Now that the global chip pattern has been reshuffled, the outside world generally believes that the global chip pattern is currently in a state of readjustment.
However, what Xiaobian wants to say is that this major change is the inevitable result of the rapid improvement of China's chip autonomy under the United States continuous restrictions.
Now we have broken through the encirclement and stood at a new starting point, ushering in a broader development space for China's chip industry.
It is worth noting that mainland chip companies adhere to the spirit of openness, inclusiveness, and win-win cooperation, and cooperate with top enterprises in various countries to conduct in-depth technical discussions and talent exchanges, so as to jointly promote the progress of chip technology.
What are your thoughts on the chip war between China and the United States? Welcome to discuss in the comment area!
Information sources:
Global Network: The US "chip ban" was launched, targeting China, Korean media: Korea companies are not happy