The United States has always been paying close attention to the development of Chinese chips, and from time to time it "takes care" and tries to squeeze the throats of Chinese companies. The United States wants to use this to suppress the momentum of China's high-tech development in order to maintain its leading position. In order to prevent China's chip industry from being heavily encircled, the United States did not hesitate to extend its black hands farther and farther, and even Chinese companies were intervened in overseas mergers and acquisitions.
According to a Reuters report on August 31, Chinese companies have negotiated a US$1.4 billion (approximately 9 billion yuan) acquisition this year and are preparing to acquire the US headquarters of Magna Semiconductor in South Korea. The world's second largest panel driver chip manufacturer. The acquisition was unsurprisingly targeted by the United States, and was obstructed by the U.S. Department of the Treasury after the announcement by China and South Korea.
It is understood that Magna Semiconductor has previously announced that the transaction itself does not need to be approved by the United States because all of the company's manufacturing, R&D, and sales activities are carried out in South Korea. Industry insiders also said that panel driver chips are not the core technology of the industry, and Magna's production technology is also outdated. However, these have failed to dispel the doubts of the United States. The U.S. Treasury Department stated on August 27 that the acquisition posed a threat to the "national security" of the United States.
At present, the US Treasury Department is asking President Biden to intervene in this matter. The U.S. government's obsession with interfering in commercial activities is puzzling. In the past two years, in order to prevent so-called "security risks," the United States has modified its policy more than once to intervene in commercial transactions between its allies and China. Now, the United States has to step up its interference range. It seems that the United States will never be satisfied and will always suspect that its "national security" has been threatened.
But in fact, "national security" has been abused. The so-called "national security" of the United States is only an excuse used to combat the development of China's chip industry. It can be said that the U.S. has repeatedly gone online like this,It doesn't make any sense, because the development of China's chip industry is determined by the times and the general trend of the industry, which determines that the US suppression will eventually fail.
First of all, the general trend of China's technological development has taken shape, and the chip industry will eventually break through. The chip industry requires very sophisticated technology, and only a few developed countries and regions have the ability to develop and produce. In the past, China was in a backward situation in the chip industry, which was essentially determined by the country's development stage. It is because some of China's basic industries are at a relatively low level that restricts the development of the chip industry.
However, in the past few years, almost all industries in China have been rapidly upgraded, and many industries have reached a high level of technology. At the same time, China's scientific research atmosphere has also formed, and the number of patents that China applies for each year ranks first in the world. Quantitative breakthroughs have brought qualitative changes. Many difficulties that China was unable to overcome in the past have gradually ceased to be problems in the past few years.
Secondly, the development law of the chip industry itself determines that China will eventually catch up. In the past, people have always had a worry that while China's technology is developing rapidly, the United States has not stopped. Moreover, the United States is considered to be good at innovation and can draw talents from all over the world. Therefore, people believe that China can catch up with the United States in basic industries, but it is difficult to do so in high-tech industries.
This is a complete misunderstanding of the technology industry. Not to mention, the United States has seen a decline in technological development in recent years. In fact, even the development of chip technology itself has also shown a slowing trend. In the past, the development of chip technology has been driven by 's Moore's Law , that is, the number of transistors integrated on a chip doubles approximately every 18 months, resulting in a substantial increase in its performance. But this law is now gradually being broken.
Because the development of chips is increasingly restricted by physical conditions,It is increasingly difficult for humans to integrate more circuits in a small space on a chip. Especially when the chip technology reaches 3nm, it is close to the physical limit, and it is extremely difficult to develop in the future. If the industry wants to use the previous speed to develop, it must open up a new path of science and technology, which also gives the Chinese chip industry enough time to catch up.
Third, the containment policy of the United States has helped China's chip industry fill in some necessary conditions for commercial development. In the past, China's chip industry was in a backward situation, and another very important reason was the lack of commercial factors. The long-term development of any industry is inseparable from the nourishment of profits brought about by commercial success. In the past, China also had its own chip industry, but because of its backward technology, it has been difficult to seize the vast market.
The suppression by the United States has brought pains to the Chinese chip industry, but it has also brought two positive factors. One is that the country and the investment industry have begun to really pay attention to the chip industry, and a lot of funds have poured into the chip industry. Second, because the US containment prevented the Chinese market from obtaining foreign chips, the Chinese chip companies that were struggling in the past were given a huge Chinese market in disguise, and they were given a golden opportunity for development.
It can be seen that the suppression of China by the United States has not only caused a serious challenge to China, but also brought a major opportunity for China to break through. At present, the Chinese have reason to be optimistic about the outcome of the game. Because, the development of everything has its own laws, which cannot be changed by the United States blindly suppressing it.
When former US President Trump was in office, he frantically pushed the United States to decouple from China. As a result, the United States did not win over the past few years. On the contrary, American companies suffered backlash. Biden had to turn to the key attack on China in high-tech industries such as chips. The United States seems aggressive, but it is already losing ground. While China seems to be passive everywhere, but it will finally usher in the moment of "turning the clouds and seeing the sun".
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