In the afternoon, the direction of the core is difficult
The United States signed a chip bill after the United States signed a chip bill in August, aiming to enhance the aim of strengthening the chip bill, aiming to strengthen the strengthening of the chip bill, the aim of strengthening the chip bill, the purpose is to strengthen the strengthening of the chip bill, which aims to strengthen the strengthening of the chip bill, aiming to strengthen the strengthening of the chip bill.After its global competitiveness in the field of science and technology, it launched the most stringent semiconductor industry export ban in October, which involved chip vendors from all over the world into the problem of two selection of China and the United States.
The US "throat -locking" sanction of the United States can be described as cramps: not only expanded the category of chip finished products and process equipment for relevant American companies, but also forbidden to own American identity.Artificial Chinese semiconductor industry work.
How much this blows are effective and it takes time to prove it, but it seems quite harsh.
How strict is sanctions, how wide?
According to the announcement issued by the Industrial and Security Agency (BIS) of the US Department of Commerce on October 7, this new rules are to combat China's ability to obtain advanced chips and their capabilities that can be used for military development and application.EssenceHowever, the impact of these bans far exceeds military technology.
Whether you are reading the mobile phone and computer used by this article, or the air -conditioned TV washing machine at home, or the subway and the traffic lights on the streets, you need to use a chip-Of course, not all need the top one.
However, the more top -level chips, the better its computing power or storage space, and can be competent more and more complicated functions; and if you cannot have sufficient chip hardware, no matter how good the software function is, it is also a coincidenceThe woman is difficult to cook without rice -to limit the acquisition of top -level chips, and the essence is to limit the development space of high -tech.It only affects Chinese military technology.Limiting the acquisition of top -level chips, the essence is to limit the development space of high -tech.(Internet)
So, how strict is the new rules in the United States this time?
First of all, the scope of high -end chips and process equipment exported to China is prohibited from the original 10 nanometer and below to 14 nanometers and below, and the lower the number of chip nano, the higher the end.According to statistics, in the first half of 2019, in the entire semiconductor sales market, 65%of chips adopted 14 nanometer process technology. At present, only SMIC has 14 nanometer technology and mass production.
In other words, this new regulations will limit the restrictions from the most exquisite technology to the most widely used technology level with the most widely used market value and space.
In fact, as early as 2020, the Trump administration issued a similar ban on Chinese technology giant Huawei.However, at the time, it was only a company in Huawei and some of its subsidiaries and related subsidiaries. The new regulations this time also expanded the scope of the ban to all China, Chinese -funded, and factories in China.
As one of the world's largest chip import market, China has also set up factories in China in China. Such restrictions have impact on most chip manufacturers.
KLA CORP, Applied Materials Inc, and Lam Research Corp, etc., have requested companies with office or technical personnel in China.The employees stopped serving Chinese customers and prepared for the possibility of fully withdrawing from Chinese semiconductor companies.
South Korea Samsung Electronics (SAMSUNG) and SK Hynix (SK Hynix), such as non -American companies with offices in China, have also been affected by this policy because of the use of American technology and products in production.EssenceHowever, the United States provides a one -year exemption period that allows American chip production equipment suppliers to continue to supply products to the above -mentioned non -US companies.Those who have obtained similar treatment are TSMC settled in factories in mainland China.
ASML, supplier of Dutch semiconductor equipment, said that due to the limited American technology involved, this control measure was "very limited" on the company's direct impact.Although the company cannot export the most advanced machine tools to China, it can continue to output equipment with lower advanced levels.However, according to Bloomberg, Asmi has requested that its US branch employees are not allowed to provide Chinese customers.
Dutch semiconductor equipment supplier supplierASML said that due to its limited US technology involved, this control measure was "very limited" on the company's direct impact.(Reuters archives)
Fish and bear's paw cannot be both: the identity of the United States is still Chinese work
Do not give finished products and equipment, then China has pursued it by technology development by technology.Is it possible?
The United States, who is determined to curb the development of Chinese chips, naturally think of this step.In the newly issued regulations, American personnel are also prohibited from supporting the development and production of Chinese chips without a license.American personnel include not only American citizens, but also foreigners holding permanent residents of the United States or living in the United States, as well as American companies.
This fierce order is caught off guard in the industry. Many executives and technical experts in the Chinese chip industry in the Chinese chip industry have fallen into a dilemma.
The Wall Street Journal of the United States and the research on the announcement of multiple companies and the official website, at least 43 of the senior managers who work in 16 Chinese listed semiconductor companies are American citizens.Many of them are transferred to the Chinese chip industry after working for many years for American chip manufacturers or semiconductor equipment companies in Silicon Valley.
Among them, Gerald Yin, the founder and chairman of China, one of China's largest chip manufacturing equipment suppliers, and the company's six current executives and core researchers are American citizens.
The Wall Street Journal also quoted Dane Chamorro, a global risk and intelligence director in the Washington Special Economic Zone in Washington, saying that restricting Chinese companies in contact with American talents is equivalent to hitting the chip directly in China to upgrade the chipThe core of the technical chain.
Chamomoro pointed out that because the new regulations require all American personnel to apply for a license in order to continue to work in Chinese chip development projects. For many Chinese companies' executives, they may force them to be inMake a choice between work and American identity.
In short, increasing talent restrictions is equivalent to the effort of the chip independentization of China.
SimpleIn terms of, increasing talent restrictions is equivalent to extracting salary at the bottom of the chip autonomy of China.(Internet)
The response of China's semiconductor industry
Faced with strict sanctions, Chinese companies naturally protested.
The China Semiconductor Industry Association released the sound on October 13It is expressed that this unilateral policy will not only further damage the supply chain of the global semiconductor industry, but also form an uncertain industrial atmosphere, giving the global semiconductor industry practitioners working together for the past few decades to build mutual trust and friendshipThe spirit of cooperation has a huge negative impact.
On October 20, Bloomberg reported that the Ministry of Industry and Information Technology of China has urgently convened a domestic leading semiconductor enterprise to meet in the past week to evaluate the new rules of the United States.Damage and countermeasures.
People familiar with the matter said that the convened Chinese science and technology enterprises including the Yangtze River Storage and China Science and Technology Dawn said that most participants believe that the US ban will hit the Chinese semiconductor industry, and the ambitions of chip independence will also be difficult to be difficult to self -ization of chips.move forward.
People familiar with the matter also said that the Yangtze River Storage was for help from the Ministry of Industry and Information Technology, and the company was afraid of being in crisis. However, the Yangtze River Storage issued a statement on the evening of the day that the report on the company's participation in the closed -door meeting was false.
The British Financial Times reported on Monday (October 24) that the Yangtze River Storage has requested US employees to leave in core technology positions.The Financial Times reported on Monday (October 24) that the Yangtze River Storage has requested US employees to resign in core technology positions.The picture shows the core area of the Yangtze River storage.(Internet)
Chinese Foreign Ministry spokesman Mao Ning was asked on October 8 that when he said his view of the ban on the United States, this approach hindered international scientific and technological exchanges and economic and trade cooperation, and the supply chain of the global industrial chain supply chain.The stability and the recovery of the world economy will cause impact.
She also said that the United States has politically, tools, and weaponization of science and technology and trade issues that cannot stop China's development. She will only block herself and reflects herself.
Will US sanctions destroy the semiconductor industry?
In response to the new rules of sanctions in the United States, mainstream analysis believes that this will hit China's chip industry, which may cause it to step back for decades or even slums. For other foreign companies, it is necessary to overcome it to overcome"Analog".
Many people are worried that this sanctions have caused a greater international impact.
Singapore Prime Minister Li Xianlong visited Australia on October 18. When talking about chip issues at a press conference, the United States restricted the supply of chips in China, which caused the international community to worry about the accelerated decourse of the China and the United States.It also expressed concerns.
Li Xianlong said that national security issues really exist, but how to define it depends on the judgment of different governments. The recent actions of the Bayeng government are very serious and believe that the United States has taken care of it.
Li Xianlong said: "It may have a very wide impact. People have to pay attention to how the situation develops, but we are really worried that reasonable national security considerations may bring further consequences, weaken economic cooperation, depend on mutual dependence on each other, depend on each otherAnd mutual trust, eventually leading to the world's instability. "
The long -term impact and effect of the sanctions in the Chinese science and technology field in the United States are still unknown.Is there a way to break the situation in the corner of the corner?
The New York Times comment article believes that one method is to evade rules and say that China has been good at bypass sanctions for a long time, and the micro -chip is small and easy to smuggle.
The article also said that it is unclear to how much the institutional industry and security bureau that the US Department of Commerce is responsible for export control can implement new regulations.
New York Times article also saidIt is not clear to how much the institutional industry and security bureau that the US Department of Commerce is responsible for export control can implement new regulations.The picture shows the US Department of Commerce.(Internet)
The Wall Street Journal published an analysis article warning that the Chinese photovoltaic industry and shipbuilding industry, which was once targeted at the United States, has now developed into the world's leading level, and these historical lessons are also applicable to the semiconductor industry.
The article says that decision makers in the United States should be able to recognize what challenges will bring in the United States' implementation of their own industrial policies. At the same time, do not conclude that China's goal has failed or destined to fail.
The article also said that no matter what the Chinese semiconductor industry has suffered the failure of its face today, for historical lessons and strategic cautiousness, Washington still has to take the ambitions of Beijing seriously.The article also pointed out that the United States cannot take it lightly and underestimate the strength and toughness of China's economy, political system and industrial strategy.
The future of the Chinese semiconductor industry with internal and external problems
In fact, even before the United States increases sanctions, the Chinese semiconductor industry has faced big cakes, rotten enterprises, corruption of executives, corruption executivesAfter many internal problems, after the United States cuts off China's foreign aid, these problems may only be exposed to more thoroughly.
The report approved by the 20th National CPC Saturday (October 22) also emphasized the core position of adhering to scientific and technological innovation in the overall situation of Chinese modernization.Chinese President Xi Jinping also pointed out that it is necessary to implement more effective talent policies, accelerate the implementation of innovation -driven development strategies, accelerate the realization of high -level technology self -reliance, and resolutely win the key core technology tackling battle.
It is certain that China will never sit in the face of US sanctions.However, in the field of high -tech fields that rely on technology rather than will force, there are so many internal and external problems. It is easy to talk about phoenix nirvana and unique life?
