Hong Kong media
" Semiconductors are now at the core of the power struggle between China and the United States"
Under the increasingly tense situation between China and the United States over the Taiwan Strait issue
The competition between the two countries has increasingly escalated into a technological war
What exactly is a semiconductor and why is it so important?
Why are China and the United States competing for TSMC?
And why is China's Huawei suppressed by the United States?
Semiconductors refer to materials whose electrical conductivity at room temperature is between conductors and insulators. All high-tech products seem to be inseparable from semiconductors.
From smartphones and diodes to large high-tech weapons to medical equipment and space stations , semiconductors are key components.
Taiwan TSMC is at the forefront of the world
TSMC is a company in Taiwan, China. It is the largest and most advanced chip manufacturer in the world. It can be said that the most valuable company in Taiwan is TSMC, but TSMC does not seem to be moving closer to the mainland?
Speaking of semiconductors, we have to mention Taiwan. Today, Taiwan Province has the largest semiconductor market in the world, accounting for about 64% of the global semiconductor market. TSMC alone accounts for 54% of global demand. Whether commercially or technically, TSMC is currently known as the new overlord of the semiconductor industry.
TSMC is a Taiwanese company and is also the world's largest semiconductor manufacturing company. It has great influence around the world. In 2020 alone, the company's revenue reached more than 270 billion! The founder is Zhang Zhongmou . Due to his outstanding achievements, he is known as the " chip king " and Taiwan calls him the semiconductor godfather.
The current chairman of TSMC is Andy Lau . Building on the foundation laid by Zhang Zhongmou, he has led TSMC to new heights, breaking revenue records year after year.
And Andy Lau is unwise in facing the Taiwan Strait issue. Not long ago, Andy Lau said in an interview with the media:
"The mainland is not allowed to take military action against Taiwan, otherwise TSMC's chip supply to the mainland will be completely interrupted."
Here you can It can be seen that Liu Deyin does not regard herself as Chinese at all!
TSMC is a company cultivated by Taiwan itself with all its efforts, but its core interests are controlled by the United States, because TSMC’s core technology is in the hands of the United States, and the United States has also benefited a lot from Taiwan’s electromechanical aspects. According to information According to statistics, TSMC's main business comes from the United States, accounting for 57% of its operating income, and is about 2.5 times that of mainland China.
The United States is also ambitious and has always wanted to monopolize TSMC.
TSMC should think clearly and not to die for "Taiwan independence"
Regardless of the data, national interests are above all else. When personal interests conflict with the interests of the motherland, everyone must choose the latter. Capitalists like Liu Deyin who only care about personal interests and ignore the safety of the country are destined to not end well. This chairman is not sensible at all!
The technology war begins, the United States sanctions China’s Huawei Technology!
With the rapid rise of China's Huawei technology, the United States has begun to worry that Huawei's growth will shake the status of its own chips, because Huawei has begun to research its own chips. Huawei's Kirin chip is developed by itself, and the research and development results are also very satisfactory, and the Huawei mobile phone P40 The series uses Kirin 9000 core chips. It was a big hit at the time. people exclaimed about the rise of domestically produced , and Huawei P40 also became Huawei's pinnacle. However, the good times did not last long. After that, the sales of Huawei mobile phones continued to decline. .
Huawei's progress was too fast, so the United States began to worry, thinking that Huawei's technology would surpass American technology sooner or later. The United States has always been hegemonic and does not allow others to surpass them.
So the United States used its brains and wanted to push Huawei into the abyss by sanctioning Huawei, and nip the threat in the cradle while it can be majestic.
In May 2019, the United States imposed the first round of sanctions on Huawei, prohibiting Huawei from using local American technology, and Google GMS services are no longer open to Huawei.
One year later, in May 2020, the United States imposed a second round of sanctions on Huawei. This was a more severe one. Huawei was unable to use semiconductor-related components containing American technology. Kirin chip instantly faced a "life and death crisis". ".
In July of the same year, the United States also required Taiwan Semiconductor Manufacturing Co., Ltd. to cut off supplies to Huawei. Any Huawei company that uses American technology must obtain an export license from the U.S. government to supply Huawei. As a compatriot in Taiwan, it is ridiculous to obey the instructions of the United States!
A few months later, Huawei’s mobile phones entered a life-and-death situation of “no cores to build and no cores to buy”. In September 2020, Huawei’s Kirin chips completely stopped production.
Huawei, which has been crazily sanctioned by the United States, has seen its mobile phone sales decline as before. Other brands of mobile phones are all experiencing positive growth. Only Huawei has negative growth, and the proportion is scary, negative 42.4%.
Due to the impact of chip sanctions and 5G technology sanctions on product production and supply, coupled with weak mobile phone consumer demand, Huawei's mobile phone sales have declined rapidly.
Without US sanctions, today’s Huawei mobile phones can definitely compete with Apple mobile phones!
Today's Huawei mobile phone Kirin chips are no longer used in new mobile phones. Soon, Huawei Mate 50 mobile phones will be launched. Unfortunately, they can no longer use the self-developed Kirin chips, but the Qualcomm Snapdragon 8 Gen1 chip. In 2022 , as 5G networks are gradually becoming popular, Huawei mobile phones, as the leader in 5G, can only use 4G networks. How sad this is!
Huawei CEO Yu Chengdong said helplessly: "Our AI chip cannot handle it, which is a big disadvantage for us."
After seeing this, some people should be curious, why does the United States not sanction other domestic brands? , such as my country's Xiaomi company, isn't the current sales of Xiaomi mobile phone also very good? Why not sanction Xiaomi?
That’s because Xiaomi has no core technological innovation, and its mobile phones use other people’s core technological frameworks, which poses no threat to the United States.
For example, because you use our chips, every time you use one of my chips, I will make a little profit, and I will actually control you. If one day you are dissatisfied, then I can cut off the supply of our chips at any time. you.
Huawei independently researches chips, and the chip is the core technology . Huawei's advanced 5G technology has touched the interests of the United States to a certain extent. Now you are developing self-developed chips? How can the United States give up?
So when Huawei grows up, it will be unstoppable. Huawei will not be controlled by the United States, and it will inevitably have a major impact on American chip technology. Therefore, the United States wants to strangle Huawei in the cradle.
You can use my technology, but you are not allowed to play with the technology revolution .
Why the United States is staring at Huawei is because Huawei has achieved rapid development in the 5G industry and other industries over a long period of time, and Huawei 5G has also become the world leader.
made the United States, a major Internet country, feel a deep sense of crisis. Therefore, the United States began to stop the supply of chips to Huawei and sanctioned Huawei through various means to slow down Huawei's development and use Huawei's trough period to quickly catch up with China's Huawei. .
In fact, I have always believed that Huawei's level can represent China to a certain extent, so it is not so much that the United States is sanctioning Huawei chips as it is sanctioning China.
The United States has been cracking down on Huawei very hard and has been going on for three years. In fact, the United States not only sanctions Huawei, but also sanctions all competitive Chinese companies. The purpose is the same, that is, it does not want to be surpassed by Chinese companies, and Huawei is the most representative one.
Huawei, a company that has risen for China, should be loved by the people!
Some people say that Huawei mobile phones are getting more and more expensive, but everyone is madly complaining about it. In fact, this is a last resort, because Huawei is not only sanctioned by the United States, but also Huawei has always been on the road of innovation and invested too much in technology, manpower, and funds. There are too many. If you don’t sell them at a higher price, it will be difficult to recover the cost, and you may not have the funds to develop new technologies in the future.
has no funds to develop new technologies, so what innovation can we talk about? Is there any other way to become a technologically powerful nation?
In order to ensure its future leadership in semiconductor technology, the United States has also contacted Samsung Electronics and SK Hynix , a Korean company, and hopes to invest in the establishment of a US foundry to ensure the invincibility of semiconductor technology.
Under the current crisis situation in the Taiwan Strait region, the United States is even more eager to monopolize the semiconductor industry.
According to Global Network report, in order to attract TSMC to build chip manufacturing plants in the United States, the United States also specially promulgated the Chip Act to support semiconductor manufacturers in R&D and production in the United States, and provided large subsidies to attract Talent, but the condition is not allowed to do business in mainland China! means that we have to take sides, and we can only choose one or the other between China and the United States! If you choose to side with the United States, you will inevitably lose China's support.
The U.S. Chip Act is of great symbolic significance, and its core purpose is to bring high-end chip manufacturing and technology back to the United States.
In short, the United States has used all means to sanction China.
Nowadays, the United States has been provoking again and again. Its purpose is to use the Taiwan Strait issue to anger us and prompt us to take tough measures. In this way, the United States will not only have reason to sanction us, but also can make a lot of profits from selling weapons.
The United States has always been very successful in its wishful thinking
But China will not back down when faced with issues of principle
The national bottom line cannot be violated, and cross-strait reunification is an inevitable trend
Since ancient times, evil has always prevailed over good, and the conspiracy of the United States will not succeed.
Anyone who offends China will be punished no matter how far away!
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