European Report: In September last year, the US government issued a "chip ban" on China, strictly restricting the chip supply of US semiconductor companies to China, aiming to further consolidate its dominance in the global semiconductor field.

European Report:

In September last year, the US government issued a "chip ban" on China, strictly restricting the chip supply of US semiconductor companies to China, aiming to further consolidate its dominance in the global semiconductor field. Judging from the current development of the semiconductor industry, the United States' move has obviously made a mistake. These measures have caused serious impact on the foreign trade of its local semiconductor companies.

As we all know, China is a huge consumer market, especially in this era of intelligence, there is a great demand for chips in various fields. However, due to the lack of advanced chip research and development technology in my country, advanced chips can only rely highly on imports, and a large amount of funds are needed to purchase chips every year.

Faced with such a broad market, the United States chose to give up. From the United States' "chip ban" on China to today, American chip companies have suffered huge losses.

This result may have been something the US government never thought of, but in fact, it was time for the United States to announce a "chip ban". Industry expert Bill Gates once said that this move will bring huge losses to American semiconductor companies. It will not only cause American companies to lose a large number of chip orders, but also cause a large number of American workers to lose their jobs.

In the era of intelligence, chips have become increasingly high in society. The chip industry has now developed into a huge market. Since the United States has given up this huge market, there will naturally be other countries to take over, and Japan and South Korea are the biggest beneficiaries.

Japanese and Korean semiconductor companies are very strong themselves and have a certain market share in the chip market. After the United States gave up the chip market, semiconductor companies in both countries began to seize the opportunity and vigorously develop the semiconductor industry, aiming to occupy more market share.

According to media reports, the export value of South Korea's semiconductor products has grown for six consecutive months, and in the past April, it achieved a high growth of 30.2%, with gratifying performance, and China is the main exporter of its chip products. Data shows that South Korea's export revenue in the semiconductor field in 2020 was US$100.25 billion, of which 86.6% were contributed by China. The total amount of funds imported from South Korea reached US$86.88 billion (about RMB 562.5 billion) last year.

In addition to South Korea, Japanese semiconductor companies have also gained great benefits in this fierce competition. The US sanctions have accelerated my country's process of independent chip development to a certain extent. To develop local chips, professional semiconductor equipment is indispensable. In this regard, Japan has become the main supplier of semiconductor equipment in my country.

Previously, media reported that nearly 90% of second-hand semiconductor equipment in Japan flowed to China, and China's large demand for semiconductor equipment once caused the price of second-hand semiconductor equipment in Japan to rise by 20%.

Overall, the competition in the global chip market is still very fierce, especially in the dilemma of chip shortage. South Korea and Japan are accelerating their capture of the Chinese market, and China's chip domesticization process is also constantly advancing. In the future, this market will only become more and more intense. I just don't know which side can better seize the opportunity?

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