The semiconductor industry is the underlying foundation of AI, digitalization, new energy and other high-tech industries, and plays a crucial role in the competition of science and technology. As the biggest challenger of the United States, our semiconductor development has been subject to unfair supply cuts and restrictions on treatment.
And, after continuous and high-intensity supply cuts, we thought the United States would breathe a sigh of relief every time, but every time we were disappointed to find that new restrictions would come soon. Shortly after the last cut off supply of US chip manufacturing equipment below 14nm, new news came out again, and the US is drawing allies to further expand the scope of supply cuts.
takes action again, and the United States has caused troubles to cut off supply and cut off precision chips.
On October 28, many well-known foreign media reported that the U.S. Department of Commerce personnel revealed that the official is asking allies to accept a new agreement, which is the same restrictive measures as the United States to cut off the supply of precision chip manufacturing tools and important equipment.
Previously, in early August, a piece of news spread like wildfire, and the United States tightened restrictions on chip manufacturing equipment exported to mainland China. As long as it is American equipment below 14nm, it cannot be supplied to mainland manufacturers without a license. Before this new limit, Midea's supply cut standard was below 10nm.
has hindered the rapid development of our semiconductor manufacturing industry from below 10nm to below 14nm. This time, the United States has won allies, intending to expand American chip manufacturing equipment below 14nm to "Western chip manufacturing equipment below 14nm". It can be said that it is a "relative pursuit" of our semiconductor industry.
All restrictions on the ways we obtain high-end chips
The leading American semiconductor equipment companies represented by Applied Materials and Panlin Group have stopped supplying us due to the ban. If a new agreement is reached, non-American semiconductor equipment leading companies such as Tokyo Electronics, ASML, etc. may further increase restrictions on us.
According to the U.S. Department of Commerce, the agreement expected by the U.S. this time covers the technology and equipment needed in almost the entire chip industry. In other words, in order to hinder our development, the United States will try its best to win over all the goals that can be won over and do its best to "surround us".
This is much different from the past "staying a line of things" and there are fewer concerns and more regardless of consequences. It only wants to let our semiconductor development stagnate at the door of 14nm. This inevitably makes people wonder why they are so anxious, do they no longer need to do business? Don't make money?
Reasons for the US to accelerate the pace of supply cuts
Most people may feel guilty about this continuous supply cuts, but the author believes that this just proves that our semiconductor industry is on a good upward trend. The more we are valued, the more we are targeted, the more we are reflected in it: our semiconductor industry is moving forward at an astonishing speed, with a fierce impact on the global high-end chip industry. Traditional leaders, led by American semiconductor companies, are also facing severe challenges from latecomers.
Given that these leading companies rely heavily on the domestic market, they cannot make effective resistance to this alone, and can only continue to rely on technical iteration to widen the gap. But the United States has seen the possibility of being "surpassed" from a macro perspective and regards it as a huge risk. Therefore, a series of "unfair morality" measures to cut off supply were followed one after another.
International market competition should be based on fairness and justice, with product performance and service as the core. The beauty is just going against the trend. Although we must be careful, we don’t need to be too pessimistic. After all, as long as you still want to do business with us, then cutting off your offering will be a paper tiger.
