Source: Zhongshi News Network
Author: Luo Le
The United States Biden administration announced in early October this year that it had the most comprehensive chip export control measures for the implementation of mainland China over the years, and actively attracted Taiwan, Japan, the Netherlands, and South Korea to join the Anti -China camp.The WTO of the World Trade Organization has recently confirmed that China has appealed to the US chip export restrictions, accusing the United States of threatening the stability of global supply chain.In this regard, the United States insists that its export restrictions are in line with the interests of national security.
However, if Japan joins the control measures named China, it will trigger a strong rebound in China, so it may be difficult to achieve specific cooperation and consultation.As the competition in the United States and China has gradually become fierce, Japan is in a dueling between the largest trading partners of the United States and the mainland in the mainland.
According to Japanese media news, when the US Minister of Commerce Raymond Doro had a telephone conversation with the Japanese Minister of Economy and Industry Nishimura in early December, Japan has requested that Japan responded to the United States' chip control measures for China.Specifies the request of cooperation directly.
It is understood that the United States has successfully persuaded Japan and the Netherlands to jointly control Chinese semiconductors.Japan and Dutch will announce in the next few weeks that some chip prohibitions sacrificed by the United States in October in October, the US -Japan -Dutch Three Kingdoms alliance may fully block China's ability to purchase cutting -edge chips.
The results of the decline in the United States of Japanese companies' faucets
The United States is proud of its wishful thinking, but Japanese senior technicians immediately face, saying that the United States will not be too effective in the ban on Chinese chips.Many experts believe that it can only affect China's purchase of the chip in the short term, and cannot limit China ’s research and development capabilities for chips in the long run.
We must first ask the ability to completely block China's ability to purchase cutting -edge chips. In practice, is it feasible?This may also be a question from Japanese companies.
As an allies in the United States, Japanese companies are currently cooperating with Chinese chips, and companies including Sony have reduced the supply of Chinese chips.However, the person in charge of Sony technology, Kitano, said that the US sanctions against China chip will only briefly affect China's procurement of chips, but it cannot suppress China ’s growth momentum in the field of artificial intelligence.He believes that the export restrictions of semiconductor products and devices in the United States can not have a long -term impact on China.
Coincidentally, the president of Japan's electrical Electric also believes that China's competitiveness can not be ignored. This wave of chip ban in the United States will not have much impact on the long -term development trend of Chinese semiconductors.He believes that the blockade of medium semiconductor or weakening China's chip research and development capabilities will be weakened in the short term, and it will prevent the PLA from easily obtaining military advanced semiconductors.
China vigorously develops the semiconductor industry cannot be underestimated
The Chinese government has vigorously developed semiconductors, making Chinese semiconductor companies more and more competitive. So far, it has invested as high as 850 billion yuan (about S $ 164.463 billion) funds. China ’s full -force fund has invested in ChinaIn just a few years, zero has grown to one -third, and the growth rate is considerable.Between 2021 and 2023, 84 new fab has been built around the world, with an investment of US $ 500 billion (S $ 675.438 billion), of which 18 are in the United States and 20 in China.
People in the Japanese semiconductor industry generally believe that China will increase the investment in semiconductors, or to master advanced artificial intelligence technology and quantum computing technology in 2025.
In fact, according to Reuters, in order to support the development of the semiconductor industry, China is formulating a support plan that exceeds 1 trillion yuan (about S $ 193.486 billion).This is one of the largest fiscal incentive plans launched by the Chinese government in five years, mainly to support domestic semiconductor production and research and development through subsidies and tax credits.
The beneficiary of China's new subsidy plan will be state -owned enterprises and private enterprises in the industry, especially large semiconductor equipment such as Aura, Chinese advanced micro -processing equipment companies and Kingsemi.It is also reported that some Chinese chip stocks in Hong Kong have risen sharply after the plan was introduced, and SMIC (SMIC) increased by more than 8%, making its daily increase of nearly 10%, and Hua Hong Semiconductor Co., Ltd. closed at 17%.
Chinese President Xi Jinping emphasized the realization of technology "self -reliance" in the work report of the 20th National Congress of the mainland government in October.The increase has been more than doubled. It is predicted that Beijing will welcome comprehensive reform in promoting its technology industry, and use more national -led expenditures and intervention to fight against pressure on the United States.
Under the strong blockage of the United States, the determination of China's development semiconductor series of supply chain is unquestionable. Under the existing basisThe degree of "geomorification can be expected to increase to a considerable degree.
The United States wants to win other allies to form a technical iron curtain to suppress China's development while restoring the dominant position of the United States in the semiconductor field.However, it is necessary to remind Japan and the Netherlands that in a scientific and technological Cold War that might bring fundamental changes to global order, no one is a winner. Its interests will be severely damaged with the weakening of the competitiveness of their own companies.
