For a long time, the United States has accounted for about half of the global market in the chip field, among which the proportion of high-end chip field in the global market is as high as more than 80%.
Therefore, the United States relies on its "absolute hegemony" in the chip field to suppress other countries around the world. However, with the continuous rise of China's chip industry, the United States has threatened its international position in the eyes, so it always uses different ways to suppress the development of China's chips.
But in the long run, this move of the United States is not conducive to its own global development, but may make China's core stronger.
From technology to humans, the United States has "no surprises" to prevent Chinese chips from entering the Chinese market. In the beginning, the United States restricted high-end chips such as supercomputer chips from entering the Chinese market, and later further restricted the input of China's chip manufacturing industry and semiconductor equipment such as EUV lithography machines, 14nm and other technologies. Recently, the United States has even begun to "not even let Americans go".
107htmlOn April 4, the "Export Control Regulations" launched by the U.S. Department of Commerce not only involves export restrictions on chip and chip manufacturing technology, but also mentions that in addition to having special licenses, Americans are prohibited from supporting China's advanced chip development or production. Among them, Americans are defined as American citizens, permanent residents (green card holders), people living in the United States and companies under the jurisdiction of the United States. As soon as the "unreasonable" regulations were released, many American executives and related technology companies developing in China's chip industry were stumped.
(Source: Zitu.com)
has overcapacity in the chip industry in the United States. In the context of China launching a relevant talent introduction plan in 2008, many relevant technical talents who have worked in Silicon Valley in the United States have switched to China. -related data shows that there are currently about 200 people holding US passport working in related companies in China's semiconductor industry, and they are almost all senior management personnel, or in core R&D positions.
Inevitably, this move in the United States has also affected the production and other work of some chip companies. Many Americans who are developing in China's chip industry are also trapped in the dilemma of whether to continue working in China or give up their American citizenship.
It is undeniable that the United States uses "nationality means" to restrict talents from entering China, thereby hindering the development of China's chip industry, which will have some impact on China in a short period of time, but in the long run, it is indefinite.
China chip accelerates its development, is Bill Gates' prediction come true?
Regarding this measure in the United States, many industry insiders believe that this has affected the introduction of talents, but also hindered global economic and trade cooperation and the development of the chip technology industry, and cut off the global chip market. 2020html In 4, Bill Gates said that not selling chips to China is not only not good, but the United States will also accelerate its decline, prompting China to accelerate its chip self-sufficiency.
The United States realizes that Chinese chips are not only making breakthroughs, but it is not aware that sanctions against Chinese chips may be counterproductive. Relevant data also prove that the U.S. move has hit most of its companies' profits.
(Source: Zitu.com)
It is understood that the stock price of the American chip giant AMD fell by more than 13.8% on the day the regulation was introduced, and its market value evaporated by US$15.18 billion. At the same time, affected by this measure and the current slowdown in demand for chips in the global market, Intel decided to carry out large-scale layoffs on October 27. It is reported that the layoffs account for 20% of its total number of employees.
Whether it is the stock price plummeting or layoffs, this shows that the US sanctions on China's chip industry are not effective, and it is even more frustrated.
(Source: Zitu.com)
In comparison, China's domestic chips are getting better and better, not only squeezing out the share of some overseas chip companies in the Chinese market, but also absorbing a large amount of investment from overseas giants. Although the United States wants to stop China from developing its "core" power, under such circumstances, China's chip industry may stimulate more creativity and accelerate its development.
text | Wei Yansong Title | Huang Zixin Review | Zeng Yi
