The US chip policy towards China is fluctuating and related stocks are like non-direct winds. First, the US banned AI chips and Nvidia and AMD in the US collapsed, but suddenly they extended the restrictions on chips. Firms invested in Chinese technology companies, including semiconductors and electric vehicles, and SMIC rebounded after a slight decline.
US President Biden has given Chinese technology another heavy hand. AP image
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China’s chip-independent research and development process has recently received favorable news. President Xi Jinping stressed when he chaired the central insight meeting on September 6, to take full advantage of China’s obvious advantages of “being able to focus on the important things”, strengthen strategic scientific and technological strength, and greatly enhance the systematic capacity of research. scientific and technological. Some people use the metaphor of the great steel production of Mao Zedong’s time, but this is not descriptive. The country has invested 350 billion yuan in creating a semiconductor “big fund” to become a chip power, with the goal of achieving 70% self-sufficiency in semiconductors by 2025. Although some companies cheat and defraud subsidies for chips, is it comparable to “blast furnace steel making”? China’s current semiconductor strategy is similar to that of Japan in the 1970s. The Ministry of International Trade and Industry has gathered the strength of all major companies to conduct a large-scale siege attack on Silicon Valley.
The Silicon Valley of the United States is said to have invented semiconductor chips, and then Japan caught up with it. The United States has chosen the “technology-driven” path, which is to try to advance in the high-end direction. Use or imitate US technology. Japanese technology cannot be compared to Silicon Valley’s “mad of invention” companies such as Intel and AMD, Japan chooses the competitive strategy of “technology lag”. The weakness of Silicon Valley semiconductor companies is “there is no future”: they aim to launch new technology products as soon as possible and the production yield is so-so, so the cost and selling price remain high.
Japan is even more committed to research and development with the whole country. A memory development department occupies one building. At the same time, different engineers are on different planes, each developing different generations of memory. For example, a certain plan develops 16K DRAM and the top plan The main target is 64K and the development of 256K will start at the next level. Japan’s “technological lag” is getting slower and slower. When not far from its Silicon Valley rival, Japan can consistently win. What is the solution? Don’t forget that Japan’s quality control has an absolute advantage. In 1980, an internal Intel report revealed that after Hewlett-Packard, a major user of semiconductors, tested the quality of supply of several companies in the United States and Japan, the ratio of defective products in the United States was in average 6 times higher than in Japan! American Xiaofei technology is useless, which manufacturer will use it?
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The United States later used tyrannical means such as intellectual property rights and trade sanctions to force Japanese semiconductors to abolish their martial arts skills. The story will not be explained here. The main point I want to talk about is that the United States has not changed the idea of ”technology driven” for decades, such as the use of Chinese semiconductors. In terms of competition, the centerpiece of the White House and Silicon Valley ban on China is high-end chips with a process of 7nm and beyond. China once thought of competing with the United States for high technology. However, low-end mature chips have been found to be the market leaders, and China is striving to develop in this field. , even as Japan’s “human naval tactics” benefit from then wielding the power of the whole country,
Industry insiders said: “The application range of low-end chips is very wide, from 5G communication, Internet of things, smart home appliances, electric vehicles and other fields, the chip market above 28nm accounts for more than 70%. As long as domestic chips have won mid- and low-end chips In the chip market, China can get rid of the US confinement. ” , where will Silicon Valley semiconductor companies get the funds to invest in next-generation products? Do you want to ask Biden again?
US semiconductor chip technology is superior, but its weakness is also “there is no future”. The current situation in the United States is like the text of “Celestial Silkworm Transformation”: “On the hill, the height is not high”, yes, the United States can go there at 2 nm or even at the high end of 1 nm, and so? The technology ban will not kill China, but it will kill Silicon Valley. The next phrase that everyone knows to sing, we sing along with Biden: “Destiny has no way of mocking hints.” “The gong of the celestial silkworm.
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