The full text has a total of 5800 words, mainly divided into five parts.
(I) An unprecedented technological bullying, taking steady and accurate
(II) Thirty companies are listed, targeting the industrial chain
(III) The United States has been adding fuel to the oil for five years, and has achieved results and a large inventory of
(IV) The Chinese companies that were once sanctioned, Jinhua is still alive
(V) The battle for the great rejuvenation of the nation, a national chess game
(I) Unprecedented technological bullying, the move is steady and accurate and ruthless
On October 7, the US government, possessed by the tailor, took action again and implemented an unprecedented sanction on China's chip industry. The intensity and ruthlessness can be said to be unprecedented. The specific documents of this measure were announced on the official website of the Bureau of Industry and Security (BIS) under the U.S. Department of Commerce. In addition, the unverified list of UVL was revised, and 31 Chinese entities were honored on the list.
The first measure includes high-performance chips and high-performance computers in the Commercial Control List (CCL). What is a high-performance chip is not specified, including but not limited to GPU, CPU and even memory chips.
The second measure, adding new licensing requirements, is to prevent Chinese supercomputers, semiconductor development (chips), and production terminals from obtaining equipment, technology and raw materials support from the United States.
The third measure will expand the scope of the "Export Management Regulations" to advanced computing projects and supercomputer terminal use projects produced abroad (that is, it will no longer be divided into civilian and military, and all will be blocked).
The fourth measure will expand the scope of foreign-produced products that meet the requirements of the US license to limit the 28 Chinese entities on the blacklist.
Simply put, the United States believes that it is not wide enough, and long arm controls 's arms, and then stretches it a little longer. Any foreign-produced products involving American equipment, American technology, and American software must be covered.
The fifth measure is to add certain semiconductor manufacturing equipment and related projects to the commercial control list (CCL). That is, the United States has further increased its efforts to expand the restrictions on importing goods and services related to semiconductor to China.
The sixth measure adds new licensing requirements for semiconductor manufacturing in China. These licenses are denied (not permitted). The specific projects targeted by these newly added licensing projects include:
6 or 14 nanometers or even more advanced logic chips, DRAM memory chips made in 18 nanometers or more advanced processes, flash chips with 128 layers and above. The measure of
is very accurate. Shanghai announced mass production of 14-nanometer process some time ago, and the firepower coverage of the United States is coming soon. However, this has nothing to do with announcing whether to announce it or not. The United States' fire reconnaissance is very good.
8nm DRAM is targeting Hefei Changxin, because Hefei Changxin has mass-produced 19nm DRAM, and has also conquered the 17nm process, and is preparing to mass-produce.
In DRAM chip, the process limit is 10 nanometers, and the most advanced process of Samsung is 14 nanometers. 17 nanometers are already very advanced, so Hefei Changxin was listed as the target of attack by the United States.
28 layer NAND flash memory targets Yangtze River Storage . Yangtze River Storage has implemented 196 layer flash memory technology and has achieved catching up with major manufacturers such as Samsung, Magnesium , and Hynix .
Hefei Changxin is the only DRAM memory manufacturer in my country that has overcome processes within 20 nanometers, and Yangtze Memory is the only star in my country's flash memory field. This measure in the United States can be said to be very accurate.
The seventh measure, without obtaining the US government's permission, is prohibited from engaging in chip development or manufacturing work in China, including after-sales service personnel of US equipment.
What is the technology that has no borders? What about the free flow of market economic factors as promised? Therefore, in order to curb China and maintain hegemony, the US imperialists have been slapped in the face.
Among the semiconductor companies in China, there are indeed many American experts and investors (including Chinese Americans), who have to face difficult choices between China and the United States. I hope the Chinese government and enterprises will actively strive for it.
Where is this trick? It has fully understood and utilized our psychology. We do not want to decouple, so they bet that China will not make reciprocal countermeasures and will not withdraw the Chinese in the United States.
The eighth measure will add new licensing requirements for the development or production of semiconductor manufacturing equipment and related projects. That is to set up obstacles to the replacement of Chinese domestic equipment. This time the United States has made up its mind to impose sanctions on the entire industrial chain.
The ninth measure is to establish a temporary general license system. The general idea is that in order to reduce the short-term impact on the US chip industry chain, some domestic Chinese companies will be specially approved to engage in certain production activities.
These measures will take effect in stages after public announcement. The most effective measures to curb China's semiconductor projects (effective on October 12), and the chip projects of China's supercomputer and artificial intelligence will take effect on October 21.
(II) Thirty companies are listed, targeting the industrial chain
In addition, the 31 Chinese entities that have been listed on the honor list of unverified list are basically excellent enterprise institutes in the fields of precision optics, chip manufacturing, semiconductor detection, semiconductor materials , communication technology, etc.
This unverified list is equivalent to a gray list. If you do not cooperate with on-site verification, you will be blacklisted (entity list). However, considering the current situation of Sino-US relations, rounding is about the blacklist.
Northern Huachuang Magnetic Technology Co., Ltd. Northern Huachuang is a leading enterprise in semiconductor equipment in my country. It has four business groups: semiconductor equipment, vacuum equipment, new energy lithium battery equipment, and precision electronic components .
Northern Huachuang serves many high-tech industries, including integrated circuits, panel manufacturing, LED, photovoltaic industry, material processing, lithium battery cell manufacturing, aerospace, precision instruments, ultra-high voltage transmission , high-speed rail, etc.
customers include SMIC Wuhan Xinxin, Yangtze Storage, Huali Microelectronics, Sanan Optoelectronics , Huacan Optoelectronics , BOE , Longi Green Energy Technology Co., Ltd. , Baoguang Co., Ltd., Western Materials, China AVIC Lithium Battery , CATL , Aviation Science and Technology State Grid.
North Huachuang is a national team enterprise with a standard integrated circuit, firstly state-owned assets holding, followed by a national team coach moving in (International Integrated Circuit Fund accounts for 10.3% of the shares).
There is bad news and good news about Northern Huachuang. The bad news is that Northern Huachuang has hit the limit down two consecutive times. The good news is that there are only two limit downs. This shows that the US sanctions are bad news, but they have not been broken yet.
Why does it say that there is no broken steal? Because this time the sanctioned was the third-level subsidiary of Beifang Huachuang, which mainly makes mechanical parts. This also sounded the alarm for other companies. On the one hand, we should prepare stocks quickly, and on the other hand, we should quickly overcome core technologies.
Foshan Huaguo Optical Equipment Co., Ltd. is mainly an enterprise that produces optical lenses, high-precision optical lenses, and key camera parts. In addition, it is said that this company has participated in the research and development of the domestic lithography machine .
In addition to Northern Huachuang, there are also Yangtze Storage, Wuxi Hengling, Xi'an Zhongsheng, Wuhan Polymerization, Pioneer Advanced Materials, Tianjin Opto Valley Laser, Ningbo Daai Laser, Jialin Precision Optics, Guangdong Donglin Carbon, Chongqing Optiton, Nanjing Gaohua, etc.
There are also some mechanical equipment and testing companies, such as Changzhou Jintan Tengyuan Machinery, Beijing Puke Measurement and Control, Guangxi Yuchai Machinery , Lishui Zhengyang Electric Power, Qingdao Science and Technology Innovation Quality Inspection , Broadcast and Television Measuring Inspection, China Inspection Group Southern Electronic Products Test, etc.
There are also some universities and research institutes, such as Institute of Chemistry, Chinese Academy of Sciences, Institute of Mineral Resources, Chinese Academy of Geological Sciences, , Shanghai University of Science and Technology, , University of Chinese Academy of Sciences, Shanghai Science and Technology , etc.
Next, the egg general commented on this sanction. As I said just now, this sanction is unprecedented, and it can be seen that the United States has tried its best to target the entire industrial chain.
Let’s look at sanctions during the Trump period. At least, find a reason, such as sanctions on ZTE , the reason is that ZTE violated the US sanctions ban and exported products banned by the US to North Korea Iran and other countries.
U.S. sanctions on Huawei also have high-sounding reasons. First, it said that Huawei violated the so-called sanctions ban on Iraq and falsely accused Huawei of eavesdropping, which affected the national security of the United States.
But this time it was different. This time the United States completely tore off the mask of hypocrisy, in order to maintain the hegemony of the United States and not allow China to surpass it in technology.
In terms of means, the shamelessness of the US is unprecedented. It adopts a blood principle. As long as it is related to the United States, it is prohibited to export China, including Americans, American equipment, American technology, and American software.
This is cruel enough. Even if companies in Europe, Japan, and South Korea are only stained with a drop of blood from the United States, they have to abide by the US ban, otherwise they will be punished with the big stick of sanctions.
This time the United States is very cruel, and it is also reflected in winning over my younger brother and taking care of my younger brother's interests to a certain extent. For example, sanctions on Changxin and Changjiang Storage, South Korea benefits.
So the United States is giving candy while swinging a big stick, which is very powerful. We can tighten the belt and replace it in China. South Korea and Japan can't hold on and can't wait.
(III) The United States has been playing a role in adding fuel to the oil for five years, and the results have been taking into account
How do you view the US sanctions? It must be admitted that this has brought great difficulties to my country's integrated circuit industry.
But in the face of this difficulty, we do not have to be discouraged, let alone despair. We must treat it with the right attitude. The unprecedented difficulties are because we are approaching great rejuvenation like never before.
First, the US sanctions and restrictions will come sooner or later. The pillar of the United States' hegemony can be said to be economy, finance, or military, but ultimately it is high technology.
Without high technology, the US economy cannot be strong. Without high-tech protection, no matter how many aircraft carriers in the United States are, they are still target ships. Without economic support and aircraft carrier protection, finance can only be a bubble.
is the same for China. To achieve great rejuvenation, we must develop high technology and industrial upgrading. Therefore, conflicts with the United States in technology and industry are inevitable. Since it is inevitable, we can only face it calmly.
Second, the difficulties are definitely unprecedented. I am not very worried about Hefei Changxin. After all, the 19-nanometer DRAM memory stick is enough to keep Changxin alive.
However, the Yangtze River storage situation is more dangerous, because the 128-layer flash memory is not allowed to be produced, so you can only produce 96-layer. The advantage was greatly weakened.
Third, fortunately, the United States chose the wrong way of playing - the oil-adding tactic. What is a tactic of adding fuel? That is, a tentative attack, gradually increasing military investment.
is like adding oil to an oil lamp. If it is not enough, it will be added again. If it is not enough, it will be added again. For example, in Battle of in , the British army filled in 60,000 people on the first day.
What should I do? Continue to add fuel to the next day and strengthen the offensive. There is no oil on the front line, so I will adjust from the local area to the front line.This cycle went on and over two months, and both sides consumed a total of 1.3 million people.
The corresponding tactic of adding lamp oil should be to concentrate superior forces and give the opponent a fatal blow. The tactics of adding fuel are not in line with the principle of not fighting a battle without certainty in Mao Zedong Thought. According to this principle, either do not take action or knock down with one punch.
It's a pity that the United States chose the tactic of adding fuel to the oil and its fighting will is very unstable. First, Obama 's TPP and returned to the Asia-Pacific region, which aroused the rabbit's alertness. China began to upgrade its industry and the integrated circuit fund was established.
Immediately afterwards, Trump sanctioned ZTE in March 2018. Although ZTE was punished very badly, it finally survived. The most important thing is to sound an alarm for Chinese companies such as Huawei.
For example, in 2018, Hefei Changxin was like a frightened bird. After seeing Fujian Jinhua being sanctioned, he quickly adjusted the design plan and tried to avoid the US long-arm jurisdiction, and then escaped the disaster.
In May 2019, Trump formally sanctioned Huawei, but did not press the truth and left a living mouth, which was equivalent to sounding the alarm again. Huawei and a number of Chinese companies were frantically stocking up and looking for spare tires.
For example, SMIC, quickly place an order to order a DUV lithography machine. In addition, SMIC has also made strategic adjustments, focusing on the 28-nanometer mature process and giving priority to capital to the mid- and low-end process.
In May 2020, the ultimate sanctions on Huawei were brought down, and Huawei encountered great difficulties; but at the same time, it also sounded the ultimate alarm for China's chip industry chain, which has been two and a half years since then.
So if it was 2018, Trump took the lead and unexpectedly came up with this year's sanctions plan, then the current situation in China is not a little bit difficult, and the entire industrial chain is probably going to be cleared.
At that time in 2018, many of our links were still zero, including memory chips, graphics cards (GPUs), domestic operating systems, photoresist, etc. At that time, Hongmeng was not approved.
So ZTE was considered to endure humiliation at that time and agreed to the humiliation clause, but it sounded a level of alarm for China's entire industrial chain four and a half years in advance. The key is that ZTE also survived and drove the Supreme Emperor away.
If the Sino-US technological confrontation is inevitable, then from Aoguanhai, to Sichuan Jianguo, and then to Bai Zhenhua, it is the national underground party members who pass on from generation to generation, not only sounding the alarm in advance, but also hit China's comprador forces and surrender factions.
In 2018, the sales of domestic semiconductor equipment was 10.9 billion yuan, and the self-sufficiency rate was only about 12%; by 2021, the sales of domestic semiconductor equipment in my country were 38.55 billion yuan, and the self-sufficiency rate increased to 20.4%. There is a reason why the self-sufficiency rate of
is not high, that is, in recent years, various companies have been hoarding equipment. This idea is correct. The Eighth Route Army’s favorite is , 38th major . In 2020, they even scanned all second-hand equipment around the world.
(IV) Chinese companies that were once sanctioned, Jinhua is still alive with a large market with a population of 1.4 billion. It is a fertile ground for Chinese companies to start businesses and a base for winning the US technology bullying. To protect this base, you can go out , Asia, Africa, Latin , Europe, Japan, South Korea, and then the United States.
Let’s take a look at those companies that were sanctioned by the United States in the past. Let’s talk about Huawei, which is the first to be affected. Huawei has already passed the most difficult stage. Why do we say so? We use data to speak.
Huawei in the first half of this year was 301.6 billion yuan, but there is still a small account. Honor has returned to the second place. And only Honor's sales soared, and it's not a big problem to win the first place this year. The revenues of the two have begun to rebound.
Let’s talk about Fujian Jinhua. Fujian Jinhua encountered a KO, but also survived tenaciously. Although the 25-nanometer DRAM is backward, it is independent and controllable.
Just in June this year, Fujian Jinhua also made an open bid for the international community to build a memory production line.The winning bidder was announced on August 16 this year.
In recent years, Fujian Jinhua has been having a hard time, but campus recruitment has been underway, and the scale of personnel has continued to expand (number of insured persons). Research and development has been continuing, and has been applying for invention patents for memory and semiconductors.
Fujian Jinhua is a strong fortress, an unbeaten Chinese strongman, reflecting the stubbornness of the Chinese people in pursuing a better life. What did Nietzsche say? Those who can't kill me will inevitably make me stronger.
Whether it is SMIC, Changjiang Storage, or Hefei Changxin, there are strong mid- and low-end products, so it is no problem to survive. It’s only a matter of time before solving the problem of survival.
(V) The battle against the great rejuvenation of the nation, a national chess game
Where does the egg's overall confidence come from? First, a game of chess from the whole country, making good use of the large market with a population of 1.4 billion is a basic market. Based on the basic foundation, facing Asia, Africa and Latin America, strive for Europe, Japan and South Korea, and encircle and annihilate Amelika.
The United States’ wishful thinking is that it does not want to lose the Chinese market, nor does it want China to engage in research and development, so we have to do the opposite. It is necessary to restrict the profits of enterprises participating in sanctions in China and provide market protection for Chinese companies.
As long as the market is protected, Chinese local supply chain companies will be very happy. They used all their skills to fail to enter the industrial chain, but now they have automatically freed up the market.
Although many domestic raw materials, components, and domestic equipment have poor quality, it is because there is no market nourishment and cannot be used for iterative and upgraded products. Once some sunshine is given, it will become bright.
For example, a small number of defense orders will support Longson and Jing Jiawei. If anyone places orders of millions or tens of millions, the company will definitely grow rapidly.
Some things seem mysterious, as unattainable as myths, but in fact they are just a layer of film. If you don’t poke it, you won’t break it. For example, the steel balls of ballpoint pens, the glass bottles of vaccines, the small steel bars in the mask, and the Japanese photoresist .
In the mouths of the public, this is all high-tech because China does not have it. Why doesn't China do? Because the market is saturated and there is no demand, but once China conquers it, it will be a matter of minutes.
For example, German Leica , that is simply a god-like existence. However, after Huawei was sanctioned, Leica defected to Xiaomi . As a result, Huawei had no choice but to come up with its own XMAGE imaging technology, which was even better than Leica.
Let’s talk about civil aviation engines, the previous gap is suffocating. There is good news here. The domestic engine of the C919, a domestically produced civil aviation aircraft, has made significant progress and has entered the stage of airworthiness certification.
has entered the airworthiness certification stage, which means that the research and development has been successful and is waiting for the exam results. If you can reach this stage, there may be flaws, but it has basically been finalized. In the future, you will check for deficiencies and fill in the gaps and continuously optimize them.
Third, in addition to making good use of the large market with a population of 1.4 billion, we also have to do a good job in talent. One of the key points is the Chinese American experts who are sandwiched between China and the United States, keep what they can and dig up.
As Sino-US relations continue to deteriorate, the situation of Chinese people in the United States is very embarrassing. According to the usual American style, they will definitely look at these Chinese people with tinted glasses and even become the targets of surveillance.
At this time, we must open our arms, actively embrace, open up favorable conditions, and effectively help them solve their worries and make good efforts.
Fourth, make good use of the international situation. At present, the United States and Russia are in fierce confrontation, and Russia is losing a lot. The reason for the defeat is that many technologies are limited and production capacity cannot keep up.
Although we are back-to-back strategic partners with Russia, we also have concerns that we dare not help too much. One of the concerns is that we need to use American technology, American equipment, American software services, etc. in many aspects.
The unprecedented sanctions in the United States have actually cut off one of our concerns. Although our chip manufacturing process is behind, it can be more powerful for Russia's precision guided weapon .
Do a good job of countermeasures. We also have a blacklist, but we need to use it. You can even be bolder, control the Taiwan Strait and ban the release of high-end chips from the outbreak of the Taiwan Strait...
The United States' technology bullying will definitely bring many difficulties to the great rejuvenation of the Chinese nation, but it is useless and cannot change the general trend, because the great rejuvenation has reached the final stage of a major counterattack.
Although the United States is leading in high technology, it is not absolutely leading. The leading areas are getting fewer and fewer, and it is just standing in one of the few strongholds to resist.
There must be difficulties, and they may be very serious. We cannot be limited to the integrated circuit field, but should focus on the overall situation, give full play to our advantages in other fields, and actively look for the battlefield.
It is the common will of all Chinese people to realize the great rejuvenation of the Chinese nation. The common wish of 1.4 billion people will surely gather into an invincible torrent of steel.
Finally ended with Chairman Mao’s famous saying: Danger exists, but the overall future is bright. Those who express despair in dangerous environments, those who cannot see the light in the dark are just cowards and opportunists.
