> The United States continues to extend the "chip war" initiated by the United States, and the world is still adapting to the extensive impact of the new ban.EssenceNot However, the products involved are not high -end technology products, but have existed since the 1950s, and each computer has a hard disk.Not Seagate, a US data storage equipment manufacturer, disclosed in a document on Wednesday (October 26) that the company has received warns from the US Department of Commerce stating that they violate the export control law.Not/202-10/us-drive-maker-seagate -nound set-cutting-3_000-jobs-191222.jpg?964 " />
The world's largest hard disk producer manufacturerThe company's Seagate was recently disclosed that the company was warned by the US Department of Commerce because of the suspected illegal provision of products.(Agence France -Presse)

Sources familiarEssenceThe U.S. Department of Commerce has included Huawei on the blacklist of trade and has not been officially approved. Huawei has been banned from receiving US export products and some foreign manufacturing products.Not Seagate denies violations of US export control.They insist that hard disks should not be subject to US export regulations, because it is neither a direct product under the US semiconductor technology, and even the manufacture of hard disk equipment itself, not a direct product of any US semiconductor technology.Not As for why they were warned, the US Department of Commerce refused to comment.According to sources, a reasonable explanation is that any parts of the use of US semiconductor technology manufacturing cannot be used to create parts of the final product; no matter which stage of the production process, it must abide by the export rules.Not In simple terms, the components in the hard disk cannot be manufactured by US semiconductor technology, as well as the equipment for manufacturing parts.Not Seagate is currently working with the Ministry of Commerce and seeks to solve this problem.The company said that the scope of losses or punishment cannot be estimated at present, but it may face civil penalties of up to 300,000 US dollars (S $ 420,000) per illegal act, or administrative expenses with twice the value of transaction value.Not Seagate's export control is the rules of foreign direct product rules revised in August 2020.This regulation restricts US companies transporting items manufactured outside the United States to reduce global semiconductor supply to Huawei.Not Two years later, similar exports restricted by Huawei's limited exports have been expanded to the entire China in early October this year, as well as companies that set up factories in China to comprehensively restrict China's scientific and technological development.The new ban is rarely prohibited from the "R & D or production" of American companies supporting advanced chips in Chinese companies in Chinese companies.Not/202-10/cuda_7200_9_sata_500GB.jpg?964 " />

Seagate believeThe manufacturing hard disk equipment itself is not a direct product of any US semiconductor technology.(Archives)

If the people familiar with the matter are interpreThe scope of the United States' "chip war" in China may be wider than the outside world. It may also include any parts made by US semiconductor technology.Not The range of export control covers continues to expand, and may not only be the Chinese chip industry in the face of "locking the throat", but also all Chinese related industries using American semiconductor technology may be impacted.It is not only Chinese enterprise that is implicated. Foreign companies set up in China are affected. Otherwise, they should be closed or moved to the area outside China.Not The upstream and downstream of many technology products are intertwined, and after many restrictions, the entire supply chain will inevitably be seriously affected.Not Taiwan and South Korean chip industry first

Taiwan and South Korea are the world's first and second -largest chips, respectively.

> Based on the estimation of market research institutions Jibang Technology, Taiwan's market share in the global wafer foundry market has reached 62 %, while South Korea reaches 18 %.NotSamsung Electronics and SK Hynix, such as South Korea, and chip manufacturers such as TSMC in Taiwan have obtained one -year exemption in the latest round of export control in the United States, allowing their production in mainland China for the time being.NotThese manufacturers agreed that exemption is the last period for the United States to make changes to them, not a signal that they continue to benefit.

SK Hemoris may be exempted by the US government for a year. Yes, it allows it to use American technology to produce chips in China.(Reuters)

Nikkei News Network quoted a source saying that Samsung Electronics and SK Hynix have already beenStart evaluating their business risks in China and planned for different situations.Not Faced with US -chip export control, SK Hynix cuts half of the capital expenditure in 2023.The company released the third quarter financial report on Wednesday, with operating benefits of 1.7 trillion won (about S $ 1.68 billion), a decrease of 66.7%from the same period last year, and revenue decreased by 70%year -on -year to 11 trillion won.Not KEVIN NOH, chief marketing officer of SK Hynix, pointed out at the financial report conference calling that the company is preparing for various emergencies, including the Washington ban, which may make them unable to obtain the need to maintain the Wuxi DRAM factory.device of."If it is difficult to maintain the operation of the Wuxi plant at that time, we may have to sell this wafer factory or move the equipment back to South Korea."

It is reported that in order to ensure the compliance with the United States, Taiwan's accumulated circuit manufacturing company (TSMC) has been suspended for advanced chips for semiconductors in mainland China.(Reuters)

Last week, TSMC also reduced the expected capital expenditure in 2022 about 10 % to 360 to 360$ 100 million (about S $ 51.3 billion).The company's management also issued an early warning on the entire semiconductor industry in 2023, saying that "TSMC is also difficult to be spared."Not The CEO of TSMC Wei Zhe's family was also exposed to internal letters to encourage employees to "play more with their families". After the holiday charging, they continue to work hard, causing the external discussion on the utilization rate of PSM's capacity to continue to decline.Not Although SK Hynix and TSMC and TSMC both came forward to clarify, saying that there were no plans to "withdraw from China" and "forced employees to take vacations or have no paid leave".However, people in the industry believe that this move is only to soothe investors, and the high -ranking outlook on the chip industry has made up.Not Analysis: Whether policy success depends on how much the allies and partners cooperate with the United States

The United States has tried to curb China's development in emerging technology through a chip ban, but some analysts believeChina may not enter the dead alley because of this, and Beijing can still strengthen the coordination with American allies to slow down the impact of US export control.Not According to the South China Morning Post, the senior researcher of the East Asian Policy Research Center of the Brukins Society, Andrew Yang (transliteration) of the Korean Foundation Korean Research Chairman, "This ban will affect the influence of policy. "

Alan, a senior researcher at the US Think Tank Strategy and International Research Center, also agrees with Yang's statement.He said that the United States must ensure that all allies are "moving towards the same direction in the same direction in suppressing the Chinese semiconductor industry."Not Allen wrote in a blog post earlier this month, "It is a major challenge to turn these unilateral export controls into multilateral control."He predicts that this will be a key diplomatic priority of the future discussion of the White House and Europe, Japan, Taiwan and South Korea.Not/2022-10/2022-10-14T092909z_1429283433_RC2W0x9k4qsg_RTRMADP_3_TAIWAN-CANADA.jpg? 964 " />

China has rely on advanced chips and related equipment imported from Japan, South Korea and Europe to meet huge demand and make up for the gap in production capacity.)

China is the largest consumer country of semiconductor, accounting for 45 % of global chip demand. Except for the United States, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, China, ChinaIn the past, advanced chips and related equipment imported from Japan, South Korea, and Europe have met the huge demand and make up for the production capacity gap.

Senior researcher Li Zhongmin, a senior researcher at the Carnegie Asian projectThere is a huge challenge to reach consensus, because American allies and partners have important economic connections with China.

Li Zhongmin said: "South Korea will keep a close connection with the United States, but with the competition between the United States and ChinaIncreased, South Korea's blindly followed the US situation will retreat."

The ban may force China's self -reliance to accelerate the establishment of its own semiconductor supply chain

After the United States introduced chip export control, the Taiwan government will be cooperated for the first time. Analysis indicates that like Germany or the Netherlands, etc.Industrial power may not be willing to restrict their relationship with China.

Nice Grenberg, chief analyst at the Institute of Merkato China Research Institute: "We have always relying on some of the key to trade relations with ChinaSome are difficult to change this."

Analysts believe that the United States' restrictions on semiconductor exports will curb China's integration in the global supply chain in the short term.Establish your own semiconductor supply chain.

> International Data Company (IDC) predict that China's artificial intelligence investment can reach US $ 26.69 billion in 2026, accounting for about 8.9%of global investment. This will make China in the Asia -Pacific regionRanking first, exceeding Australia.

Make progress quietly in some areas of the chip industry. Natixis said that China's global manufacturing capacity share increased from 20%in 2019 to 24%in 2021.

In trade relations with individual countries and companies, convince them not to implement this weakened export control with the United States to limit the expected effect of US export control desires.>

Elero pointed out that the most worried question of many foreign companies is whether they can bear the consequences of non -compliance with US export control. "If you do not follow, you may face the same export control."

technology has become the forefront of the game of a great power gameThe turbulence of the global chip industry and electronic product supply chain may last for a while.This is not only a scientific and technological war between China and the United States, but also a diplomatic war involving multiple countries and regions. In addition to the technical level, countries will also be involved in a fierce diplomatic game.It depends on whether the governments of various countries, especially the new leadership of China can minimize the supply chain crisis through influence in the international community.