Google 's former CEO Smit was the one who vilified Huawei in the UK BBC.
He recently posted: ’s current semiconductor is likely to be rapidly entering a downward space. And this may allow China's semiconductor industry to catch up with the United States!
This anti-China pioneer and a professor from Harvard University jointly warned in the " Wall Street Journal ": The United States is losing the semiconductor war against China.
In this article, the two authors proposed that if the United States did not adopt a national strategy during and World War II, the United States would completely fail in the competition with China in semiconductors and cutting-edge technology!
They said that the United States is now using the so-called US$50 billion in innovation incentives to help the production of American semiconductors. Compared with China's investment of US$150 billion in the same period, there is a huge difference!
They strongly called on the United States to quickly approve US$50 billion, and also called on the semiconductor industry in the United States not to just focus on the cutting-edge, because high-end chips only account for 2% of the market share. As for the other 98%, Chinese companies are developing rapidly in all aspects.
They discovered a strange phenomenon. The more suppresses its opponents in the semiconductor field, the faster China's development will be.
They noticed that among the top 20 semiconductor companies with the fastest growth in the world in 2021, that is, the fastest growing operating income, 19 are mainland companies. China's semiconductor output value has exceeded 1 trillion yuan.
Schmidt and Alison even made astonishing remarks:
Although the West has a chokehold on China in terms of semiconductors, China also has the ability to counterattack.
70% of silicon, the material used in semiconductors around the world, comes from China; 80% of tungsten materials need to be provided by China; and 97% of the special semiconductor material gallium (read "home") comes from China!
They added: If China wants to choke the West, if these three materials are not exported, the world's semiconductor industry will immediately be paralyzed!
China could have gone to the neck of Western Semiconductor, but they didn't!
Why didn’t China do this? On the contrary, it is a cooperative attitude rather than a destructive attitude?
This is the gentleness and wisdom of Eastern people. This gentleness contains power.
Semiconductors also have cycles, and it is likely to quickly enter a downward range.
Currently, the demand for high-end chips has dropped significantly.
According to the latest statistics, Samsung mobile phone has 50 million units in stock. Three or four mobile phone brands in my country also have 50 million units in stock.
In the past two years, Chinese companies have made rapid progress.
TSMC founder Zhang Zhongmou said that even if the United States invests 50 billion US dollars, it is destined to be a meaningless waste.
The cooperation and hard-working spirit of scientific research teams in East Asian countries are very helpful in the research and development of science and technology, and China is a typical representative in this regard!
The development of the semiconductor industry is actually a comprehensive competition between major countries. China clearly has a competitive advantage.
We learned from a post by the former CEO of Google that our country has the ability to choke Western semiconductors, but has not done so. If we really want to do it, restricting rare earths will be enough for those countries. This is the magnanimity and self-cultivation of a great country.
What do you think of the words of the former CEO of Google? Do you think it is necessary for us to counterattack in the semiconductor industry and use methods to limit the supply of raw materials to fight back?
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