In order to limit the development of my country's technology enterprises, in recent years, the United States has continuously used its technological advantages to forcibly modify the rules of the world's semiconductor industry and strengthened the control of the export of Chinese enterprises' chip by enterprises.
The US's "increasing investment layer by layer" has been opposed by many technology giants. Among them, Bill Gates, the world's former richest man, has issued warnings many times in public, clearly stating that the extreme pressure on Chinese companies by will only accelerate the rise of "China's chips" and the decline of "hegemony" of US chips, causing US semiconductor companies to suffer immeasurable losses.
However, what everyone did not expect was that this time the US was really "eating weights" and was determined to decouple chips from Chinese companies. Not only did it not adopt the suggestions of US technology giants such as Bill Gates, but it continued to heat up the competition between China and the United States.
"It is hard to persuade the damn ghost", the United States finally "loved to mention" the bitter fruit of insisting on technology decoupling, the price of American chips "alien" and American semiconductor companies entered the "cold winter" .
According to public data, in the first nine months of this year, the cumulative number of Chinese companies "cut orders" exceeded 61 billion US chips, which directly caused some US chips to plummet by 90%, and it is also a difficult scene.
In addition, due to the impact of the "chip ban", chips of US chip giants such as Intel , AMD , Nvidia, etc. cannot be sold freely to Chinese companies' customers, resulting in serious inventory backlogs. They have to use production cuts and layoffs to deal with the "cold winter". The cumulative economic losses of reached as high as US$500 billion, and the market value evaporated overnight by more than US$1.5 trillion, which is approximately RMB 10 trillion .
Regarding the situation of US semiconductor companies, many US media have issued articles saying: The "hegemony era" of US chips has begun to end!
This view of the US media does not mean to criticize Meixin, but instead reveals the difficult situation that Meixin will face.
First of all, the giants of US chips began to "compromise"
As we all know, my country is the world's largest semiconductor market, but the self-sufficiency rate of domestic chips is very low, allowing US semiconductor companies to make a fortune.
However, affected by the "ban", the types of chips exported by Meixin to the Chinese market have been restricted, product sales have dropped sharply, marketing volume has plummeted, and even "loss money" has occurred. In order to successfully survive the "cold winter", US chip giants such as Intel and Nvidia have begun to tailor chips for Chinese companies while laying off employees and reducing production, and their voices have been firmly in the hands of Chinese companies.
Secondly, Quantum chip may change the industry structure
In order to break the blockade of Meixin, Chinese companies have adopted the strategy of "walking on two legs". While fully developing traditional silicon-based chips, they continue to increase investment in R&D for the next generation of chip quantum chips, and have gained a lot. For example, Huawei and many other domestic technology giants have released the industry-leading quantum chip technology, solving the problems that have plagued quantum chips for a long time.
It is worth mentioning that my country's first optical quantum chip production line will be completed next year, and large-scale mass production of will be achieved.
Compared with traditional silicon-based chips, quantum chips have faster computing speed, lower power consumption, and have lower dependence on EUV lithography machines, making it easier to meet the demand for high-performance chips in future smart electronic products.
3 Third, semiconductor giants such as TSMC accelerate "de-beautification"
Although TSMC will build a new 3nm wafer factory in the United States and transport thousands of engineers to American factories, it is likely to become "MIC" in the near future, but it is undeniable that TSMC is working hard to achieve "de-beautification" of production lines.
It is reported that TSMC and 19 technology giants have established a "3D Fabric" alliance to fully promote the 3D packaging technology that does not rely on EUV lithography machines . Japanese chip giants such as Canon and Kioxia have successfully developed nanoimprint micro-imprint (NIL) process technology that has got rid of EUV lithography machines, and their performance has been increased by about 20% compared with chips using EUV lithography machines, and their manufacturing costs have been reduced by almost half.
History will prove that the United States cannot consolidate its "technology hegemony" through technological blockade. The most effective way is to increase investment in scientific research, talent training, etc., and establish a more complete science and technology system.
Nowadays, the pattern of the world's semiconductor industry is changing under the "brainless" intervention of the United States. I hope that Chinese companies can seize this opportunity and let " China Chip " lead the next era of technology and drag the world's technology forward.
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