The United States has begun the most intense supply cut and blockade strategy ever. In the future, any chip manufactured through American equipment will not be allowed to be sold locally, and American equipment suppliers will not be allowed to provide us with any high-end equipment and technology. Even for the mid- and low-end, supply licenses are required.
Although he has already broken up, it is the first time that he has such a big move, which is basically the most radical method. Many people are worried about this, fearing that the domestic semiconductor will lose its foundation for development due to supply cuts, and will return to the past situation where they can only rely on imports.
But in fact, this idea is a bit pessimistic. Don’t believe it. Many foreign media have questioned the cut off of supply, and a considerable number of them believe that restrictions cannot play a role, and the result will only make China stronger.
Foreign media: Supply cutoff to China hit global chip companies hard, restrictions will make China stronger
US well-known websites recently published an article expressing their concerns. They believe that because Chinese companies are being cut off on supply on a large scale, advanced processor design software, chips, etc. cannot be used, it will in turn hurt the entire semiconductor industry chain and is a global "disaster".
Due to supply cuts, the market value of large chip companies around the world is decreasing (US$240 billion evaporating), and their losses are still expanding over time. Taking Nvidia, , Intel, and other companies as examples, the mainland is their important market. After the supply cutoff takes effect, they are not allowed to ship, which directly leads to a significant reduction in profits.
Singapore media said that although the chip restrictions initiated by the United States on the mainland have led to a significant increase in risks, the United States also has advantages in manufacturing tools and software, but some technologies and industries are being replaced by competitors. Now, as restrictions are further tightened, the mainland may further strengthen its technological autonomy.
British media said more directly that although supply cuts will objectively limit the development of economy and technology, it will also be forced to fight against and do its best to achieve autonomy. Therefore, cutting off supply will have a counterproductive effect, stimulate our creativity, and ultimately find a way to deal with it and become stronger.
Why are we optimistic about
It can be found that under the severe situation, many "spectators" choose to be optimistic about us and win. There are also some Western media among them. Why is this?
The author believes that the main reasons are related to the globalization of the core industry chain and our strong basic strength. First of all, chips are a global industry and it took a long time to form the current pattern. As an important part of the chip industry chain, we play an important role, and we are also the largest chip market in the world.
If the US wants to cut off supply to us, it is undoubtedly forcibly leveraging the entire semiconductor industry chain and the global chip market with its own strength, and the resistance it encounters will be extraordinary. At the same time, Mei’s own chip industry has also been deeply rooted in it, and hurting others is like hurting oneself. We call it pain, and beauty can also call it pain.
Secondly, the domestic R&D strength is good, and the ability to implement mature technologies in industrialization is getting stronger and stronger, which means we have enough ability to achieve independent development in most fields. What is required to consume is probably money and time, but as long as you are willing to invest, it is actually not a problem.
Past experience shows that when we face difficulties, we always laugh to the end. This is because we have the will to never give up and the courage to never be afraid of starting over again. Although Mei's actions were ruthless, the ending was already destined, and he would definitely be the one who touched him.
