US has been constantly modifying chips. In the past, it only restricted the free shipment of Qualcomm , TSMC and other companies. Now it has become a restriction on the free shipment of most semiconductor equipment companies, and further restricted the free shipment of Intel , Nvidia and other companies.
reported that the United States has put pressure on ASML to further tighten the shipping scope of the international mainstream lithography machine , which is actually limiting the shipping scope of DUV lithography machine, and ASML also questioned the dual standards of the United States.
In addition, the United States requires chip companies to further invest in building factories and build factories in the United States. After Samsung invested $17 billion in the United States to build 3nm chips, TSMC also launched a large-scale construction in the United States, investing $40 billion in two phases to build the chip factory.
and even the US has provided more than 200 billion US dollars to subsidize the chip industry, of which 50 billion US dollars are directly subsidized to chip companies.
Due to the restrictions on the US to ship freely by more companies such as Meicon, more and more domestic manufacturers are developing and producing their own chips.
like Huawei has fully entered the field of chip semiconductors. Xiaomi OV and other companies have developed their own chips. Alibaba , Baidu and other giants have also launched their own chips. The latest news from
says that the country is formulating policies and plans to set aside 1 trillion yuan to support domestic chips.
According to people familiar with the matter, these subsidies are expected to be used to support semiconductor manufacturers or wafer companies to order semiconductor machinery and equipment, and also to support domestic semiconductor manufacturing and product research and development.
Of course, trillions of funds support the development of domestic chips, which means that Huawei has welcomed its teammates.
You should know that after the chip rules are modified, Ren Zhengfei said that it will use 20% of its annual revenue as R&D funds, fully support HiSilicon and make breakthroughs.
Huawei Xu Zhijun said that the chip problem is nothing more than a time issue, process issue and capital issue. For this reason, Huawei also continues to invest in the domestic chip industry chain through Hubble .
The key is that vigorous investment in domestic chip chains will directly bring many benefits.
First of all, the advantages of building a factory.
The US passed the chip bill of , which attracted Samsung, Intel, TSMC and others to build factories in the US. TSMC even invested US$40 billion to build advanced chip production lines.
A large number of chip companies will not only improve local chip manufacturing capabilities, but also drive the development of the entire chip industry chain.
Domestic plans to invest trillions of funds in the field of chip semiconductors, which will inevitably attract more companies to build chip factories, thereby driving the improvement of chip manufacturing capabilities and the development of the chip industry chain.
Secondly, accelerate the breakthrough in semiconductor technology.
Ren Zhengfei clearly stated that the chip semiconductor industry is the heavy asset industry, with huge investment in the early stage and long earnings cycle, which has led to some companies being unwilling to enter the chip semiconductor field.
However, with the support of strong funds, it will inevitably attract more companies to enter the field of chip semiconductors. On the one hand, with strong financial support, you can carry out continuous research and development without considering short-term profits and business issues; on the other hand, strong financial support can attract more technical personnel. After all, developing chip semiconductor technology requires not only money, but also mathematicians, physicists, materials scientists, etc.
In fact, after the chip rules were modified, domestic manufacturers have invested heavily in the field of chip semiconductors and have made many breakthroughs, such as domestic 90nm lithography machines, 5nm etching machines, etc.
In addition, domestic photoresist has been used for AFr chip manufacturing, domestic EDA software can be used for chip research and development such as 14nm, and domestic manufacturers have also launched the first quantum chip EDA software, etc.
Nowadays, domestic plans to invest trillions of funds in the field of chip semiconductors, which will inevitably accelerate the breakthrough of domestic chip semiconductor technology at a faster speed, so it is said that Huawei has ushered in a teammate.
