The White House will tighten China’s neck again and will never hold back. “Phoenix Satellite TV” quoted an American “China Hand” reporter who wrote: “The purpose of the United States to launch a chip war against China is eradicate.” This word contains the meaning of “extermination” and “uprooting”. It has been unanimously set to launch a devastating blow to China’s high-tech. It all started when Biden took office.
AP pictures
In August 2022, Biden signed the “Chip Act”, providing 53 billion US dollars in government subsidies and incentives to attract manufacturers to set up factories in the United States for production. However, the incentives are conditional, and the recipients will be restricted to invest in China, such as South Korea’s Samsung, There must be a choice between the chip market in China and the United States.
Two months later, the U.S. Department of Commerce banned the sale of chips including 18nm and below to China. At the same time, the ban extended to the supply of manufacturing equipment and parts for semiconductor chips. The United States pulled Japan, South Korea, and Taiwan together, and intervened in the Netherlands ASML lithography machines are supplied to China. From the most upstream to the most downstream, the United States encloses all China’s semiconductor resources. “The United States started the chip war in 2018. In five years, the two governments have issued more than a dozen rounds of bans against China, and the number of companies and individuals in mainland China on the entity list has exceeded 2,000.”
The wishful thinking of the United States is to keep China stuck for at least 5 years, which can probably effectively block China’s progress and achieve the goal of widening the gap in technology between China and the United States by at least one and a half generations. The above measures are absolutely “extinct”, right? No, now even funds are banned! Probably “five thunders strike the top” to describe Biden’s extinction. Taiwanese current commentator Tang Xianglong pointed out, “In the semiconductor field, there are two conditions, capital-intensive and technology-intensive. Capital and technology are the most important, followed by talents. As long as capital and technology are stuck, the rest will basically be unable to move. .”
Is it possible for China to turn defeat into victory in the chip war against the United States? Where is the key? The latest market figures provide clues for everyone. “Nikkei News” latest report: “Investment in semiconductor equipment is stepping on the brakes. The investment of the world’s 10 major semiconductor companies in 2023 will decrease by 16% year-on-year to US$122 billion, the first decrease in four years. Due to China’s economic downturn Various companies have become cautious in investment due to factors such as mitigating concerns. Currently, prices are facing downward pressure.”
It is reported that the equipment investment plans of 10 large semiconductor companies including the United States, Europe, South Korea, Taiwan, and Japan have fallen year-on-year for the first time since 2019, the largest drop in the past 10 years. What deserves attention is the performance of semiconductor chip companies in the United States. According to analysts’ forecasts, Intel’s investment in 2023 will shrink in the past two years. In fact, the CEOs of Intel, Qualcomm, and Nvidia have successively made representations to the White House, warning that further restrictions on chip sales to China will hit American companies hard.
In 2022, China’s semiconductor purchases will be 180 billion US dollars, more than one-third of the global total, and it will be the largest single buyer in the world. Of course, the United States can not do China’s chip business. The problem is that semiconductor companies in Silicon Valley cannot invest heavily in research and development. New technologies. In addition, China is making every effort to localize chips. With the support of the national system, China’s chips will reach 65.8 billion US dollars in 2022, and by 2025, this figure will reach 80 billion US dollars. In general, the U.S. semiconductor industry has lost its strength due to the loss of the Chinese market. On the contrary, the Chinese chip “earth cannon” has the support of the domestic market. Roughly speaking, everyone uses it first. This solves the problem, and chip manufacturers have to make money and bury the U.S. that one.
Biden completely blocked Chinese technology and made China more sober. Domestic chips have “future” and “money prospects”. It’s not too bad. The problem is that Silicon Valley relies on the Chinese market. run?
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The word “gui” has more than one billion views on Weibo, and the number is still growing. This may be a new online record. “People’s Daily” official Weibo posted this news at 23:37 last Saturday (19th), along with a picture. In the picture, the big red character “gui” is in the center, the left side is the shape of a map of Taiwan, and the words below it read “anti-independence and promote reunification, Taiwan Angelica”.
The situation in the Taiwan Strait is tense. AP pictures
Taiwan’s official Central News Agency did not dare to be negligent. This afternoon, it responded with an article titled “China’s official media used homophonic stalks to publish Taiwan’s angelica united front text, and more than 60% of overseas netizens did not support it”, and quoted a conversation, which is worth pondering: Chairman Cao Xingcheng also said in an exclusive interview with Deutsche Welle (DW) in September 2022: “The first one is that I never advocate unification, it goes against the trend of civilization.” He said, “Towards independence is the trend of world civilization. Now the happiest countries in the world are small countries, such as Finland and Switzerland. Taiwan is very unfortunate. It is against the trend of civilization to talk about reunification every day in such a big country. “
Obviously, the Western narrative formula has not been broken in the market, so Americans, Westerners and Taiwanese independence advocates easily face the world, repeating and repeating “democracy vs autocracy” and a set of rhetoric that Western civilization is the only and just civilization. In fact, we might as well change the narrative of “independence” and “unification”. This is the global trend of “colonization” vs. “anti-colonialism”, which directly shows that the United States has always regarded Taiwan as a “shadow colony”, and Western civilization still firmly maintains colonial civilization. 300 years ago, Europe, which was advanced in science and technology, plundered the resources and manpower of other countries and tribes as a market and production place to meet the expansion needs of the industrial revolution. Mutual snatching and mergers were carried out between them, resulting in two world wars. The West says this is civilization, what do you think?
Taiwan became a colony of Japan under the diplomatic cooperation between the United States and Japan. Only Japan in Asia has the ability to colonize other countries, such as South Korea and Taiwan. I believe Cao Xingcheng should be clear about the history of “civilization”. Let me introduce, Cao Xingcheng and Zhang Zhongmou of TSMC are known as “Taiwan’s semiconductor duo” and “a bright moment”. In 1980, Hualian Electronics, Taiwan’s first integrated circuit company, was established. He served as an executive and later became the general manager. , Chairman, Lianhua actively develops and becomes a world-class wafer foundry. Finally, the difference between the two Taiwanese technology leaders is that Zhang Zhongmou is an American citizen, and Cao Xingcheng is a Singaporean citizen. The latter is very outspoken about Taiwan’s non-Chinese status, and has made many comments on the Hong Kong issue. anti-communist tycoon”.
This time, Hong Kong’s reports on “Taiwan Angelica” are not very enthusiastic, and many people still don’t care much about Taiwan’s “butterfly effect” on Hong Kong. In fact, before and after Tsai Ying-min ran for the general election in 2016, there was an unusual “umbrella movement” in Hong Kong, and the “anti-extradition” riots in Hong Kong in 2019 were even more unexpected. Subtle linkage, “Hong Kong’s “Anti-extradition” Protests: How the Blue and Green Statements Affected the Trend of Taiwan’s Presidential Election” analyzed in detail how different camps in Taiwan used the Hong Kong unrest as a political issue to win votes.
2024 is another election in Taiwan. After Lai Ching-teh, the big favorite, publicized Taiwan’s ambition to build an Asian silicon platform in San Francisco, the mainland sent a “return word”. , has entered the stage of “governance and prosperity”, but when the “butterfly” in Taiwan is about to dance again, and the current domestic and foreign economic problems, the United States and the West have imposed sanctions, under the multi-pronged situation, what about Hong Kong? I can only say two words: be careful.
Mi thinks that Hong Kong can escape by “don’t talk about national affairs”. This is just deception, or even a kind of soft offensive propaganda.
#Bidens #thunderbolts #souls #Silicon #Valley #scattered
2023-08-22 12:23:21
