In the current and future competition, whoever has the right to speak in the field of semiconductor will win. Therefore, the semiconductor industry has become the target of national key development. After years of development, China's semiconductor industry has developed greatly. As the birthplace of the semiconductor industry, the proportion of local manufacturing in the United States has dropped from nearly 40% in the early 1990s to about 12%.
Faced with this situation, the United States began to make obstacles to China. During the Trump period, it began to take action against Chinese companies, successively sanctioning companies such as ZTE , Huawei and SMIC . Among them, the most popular one was Huawei's sanctions. Because of the sanctions, Huawei Kirin chip was unsustainable, and Huawei's mobile phone business suffered a heavy blow.
And in the Biden period, the relevant means became more mature and professional. He introduced the Chip Act, formed the Chip4 Chip Alliance and other measures. The purpose of the Chip Act is to enhance the strength of the US semiconductor industry and ensure the security of the US semiconductor industry chain. However, in this act, related companies that require to receive subsidies shall not build or expand advanced semiconductor factories in mainland China within the next ten years, which is undoubtedly forcing related companies to take sides.
And the Chip4 chip alliance refers to the United States hoping to form an alliance with Japan, South Korea and Taiwan to strengthen cooperation in the chip industry and control technology, equipment and materials, in order to compete with mainland China. Although there are still certain differences within the alliance at present, from the perspective of related relationships, they should eventually succumb to the pressure from the United States.
Recently, the United States has begun new actions, increasing export controls on China's semiconductor industry, and put 31 Chinese companies, research institutions and groups on the UVL list. Entering this list is equivalent to being subject to the sanctions of Huawei. Among the relevant measures, in addition to traditional equipment, technology and other restrictions, the most important thing this time is to restrict American personnel.
According to relevant regulations, without obtaining a license, Americans will be subject to civil or criminal penalties when working in relevant companies and institutions in China, or providing services. Simply put, it is necessary to choose between US nationality and China's work. For this operation, some people say that the lethality of Biden's sanctions this time is even more ruthless than all Trump's sanctions combined for four years.
In fact, everyone expected this action of the United States, but I didn't expect it to come so quickly. The United States' method is still a precise and professional blow, and the suppression will also hurt the interests of the United States and its allies and related companies. Therefore, this is a seven-injury punch, but it has a greater negative impact on Chinese companies. For example, China's storage industry can be said to have suffered a heavy blow this time.
In the face of the crazy suppression of the United States, everyone should give up their fantasies and don’t think that if you give in, you can be let go. The United States uses chips as the entry point to stop China’s rise. Therefore, domestic companies must take the lead and increase support for what should be supported. Moreover, the United States has listed the list of what should be supported. At the same time, it must continue to unite foreign companies and not work behind closed doors.
In general, although the situation is not optimistic, the US cards are almost done, and the marginal effectiveness of sanctions is getting lower and lower. What we have to do is to give up fantasy and overcome difficulties together. Everyone is human. Americans can create semiconductors, and of course Chinese people can do it. Although they will face problems such as insufficient performance and high costs in the early stage, such as China's large market can provide enough space for iterative trial and error. Through continuous iteration, products with market competitiveness will always be made.
