Although chip is a high-tech product, it still needs to have market demand. Only when there is demand can the chip be sold, and companies can obtain more profits , and then invest in research and development, launch more advanced products, forming a virtuous cycle of development.
However, the US has introduced a chip ban, repeatedly interfering in the chip industry, affecting not only the sanctioned companies, but also the sanctioners and allies. Now that the reversal has occurred, Japanese media have given the result of chip sanctions!
Because of its early development, many chip giants have emerged in American companies. In addition to the fact that the manufacturing industry has moved outward, the US companies have advantages in chip design, design software EDA, semiconductor manufacturing equipment and materials.
For example, there are chip manufacturing giants such as Intel and GPU , Qualcomm , Nvidia, AMD and other chip design giants such as Applied Materials, Panlin, Kelei, and EDA giants such as Synopsy and Kaicheng Electronics.
These chip giants are operating in various parts of the world, especially in mainland my country, and occupying a large market share of .
In recent years, the US chip export volume has been quite large, basically accounting for about half of the total global chip export volume. Our mainland is the world's largest semiconductor market. It is conceivable how important this large market is to American companies.
Therefore, chip sanctions have caused great losses to the US chip giants, which can be seen from the recent decline in their revenue.
Are these American companies willing to suffer losses? Of course not. Many American companies have begun to take action. In addition to actively applying for shipment licenses, Nvidia has also launched alternative products exclusively for Chinese companies, and the two major EDA giants have also launched special editions for China.
Of course, it is not just US companies. US chip sanctions also involve chip companies in other countries. Anyone who uses US technology, equipment or materials will be restricted. At the same time, the US also put pressure on allies such as Japan, , Netherlands, , and hopes to jointly restrict them.
However, the lithography machine giant does not accept the US's continued expansion of DUV shipment restrictions. Even the Dutch minister publicly warned that the US should not issue orders on the export of Dutch companies, and the Netherlands will not impose corresponding sanctions in accordance with the US's requirements.
There are also Japanese companies that have strong reactions to the Japanese side's consideration of following sanctions and expressed great concern, which will greatly reduce demand.
The US chip sanctions have been analyzed before, believing that chip sanctions are contrary to the rules, ignoring the importance of the mainland market, which will only cause US chip companies to suffer greater losses and stimulate the acceleration of substitution.
Recently, Japanese media also posted an analysis and directly gave the results of chip sanctions. Japanese media said that based on past historical experience, there is a fact that must be admitted, that is, China is likely to become the final winner in the semiconductor field.
Japanese media believe that although chip sanctions are strongly targeting China's semiconductor industry, China is very calm about sanctions.
A series of chip restrictions implemented by the US have indeed restricted Chinese companies in terms of advanced chips, but China has taken two measures to respond. Among them, on the one hand, we are increasing the research and development of new technologies and actively planning for the next generation. In fact, this is true. The current electronic chip is about to come to an end, and the micro-indentation process begins to slow down. While we are actively catching up, we have increased our exploration of advanced packaging, photonic chip , quantum chip , carbon-based chip and other technologies.
, such as , Huawei , has recently disclosed a variety of chip patents, in order to strive to no longer lag behind in the next generation of chip technology.
On the other hand, it is to strengthen its advantages over the previous generation of semiconductor manufacturing industry. At present, the global industry chain 's demand for chips is mostly concentrated in mature processes above 14nm and 28nm. It is of great significance to vigorously develop chips in this area.
Japanese media said that as long as China makes mature process chips and produces more low-cost and high-quality semiconductors, it will fill the world in the near future, which will destroy the manufacturing capabilities of the previous generation of semiconductors in other countries.
In this case, even if the United States and Japan win technology, they will eventually lose the market, and the result will become the losers of chip sanctions.
Judging from the expansion of the mainland wafer factory led by SMIC , we are indeed vigorously developing mature processes. Nowadays, not only are there more and more chips produced in China, but imports are also decreasing, and the export volume is still growing.
This analysis by Japanese media is quite objective, but the purpose of its post is not for us, but to remind the US side. In this regard, we must have a clear understanding of this. Only by insisting on chip autonomy and not relaxation can we have the last laugh!
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