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Source: Content compilation from Reuters, thank you.CEOs of the three major computer chip manufacturers in Europe said on Monday that the United States, China and European governments require each region to have their own semiconductor production.Increasing obstacles.
After Donald Trump was re -elected as the president of the United States, the CEO of Germanys British Fei Ling, the French Semiconductor Corporation and the Dutch Enshipu attended the meeting rarely. They saidTheir business has been affected by uncertainty and the trend of nationalist industrial policy trends in the past ten years.
"The danger is that we will accelerate this division," Ying Feiling CEO John Hanebeck said at the Munich Electronics Conference."The supply is dividing, and the situation may become worse with the implementation of the tariffs," he said.
These three companies are the main suppliers of automobiles, power control and industrial chips.Due to the vigorous development of Chinas electric vehicle market, their business in China has performed strongly.Except for artificial intelligence chips, other chip markets around the world are weak.
Jean-MARC Chery, chief executive officer of the Semiconductor Semiconductor, said that in different mainland, the supply chain and production chain were rebuilt to create a chip with "China as China and the West".Both materials and engineering are costly."So, congratulate the new president of the United States."
Kurt Sievers, CEO of NXP Semiconductor, said that no country can dominate the chip industry or independent of other countries in the world."If this is possible, it will become very expensive, so that no consumers can afford any equipment using chips," he said."I believe that every time with time, every government will understand this."
ASML CEOs remarks show that peoples concerns about US chip trade restrictions are increasingly intensified.
Earlier, the remarks made by ASML CEO also expressed the same meaning.
According to Reuters, Christophe Fouquet, the CEO of the Dutch chip equipment manufacturer ASML, has previously stated that the geopolitical situation shows that the United States will continue to put pressure on ASML.Hua exports have more stringent restrictions.He said at the Bloomberg Technical Conference in London:
"One of the controversies is this really related to national security? The other controversy is ... this is helpful or harmful to us?I saw many American companies began to ask this question. "He pointed out that the Netherlands and Europe are arguing whether further restrictions are national security or trade policies, and whether these restrictions will work.
The concerns expressed by the CEO of ASML not only reflect the concerns of his personal and companies, but also highlight the increasing doubts about the so -called "national security" speech.The U.S. government uses this remark to restrict the implementation of trade in the semiconductor industry and destroy the normal cooperation in the supply chain.
The so -called "national security" theory made by some American politicians is not available for no secret. The purpose is to limit Chinas development in the semiconductor field, trying to exclude China in global semiconductors worldwideOutside of industrial cooperation.But this is destined to fail.
Economic and trade cooperation is the basic principles of economic and market, and artificial geopolitical manipulation cannot hinder the development of major trends.However, the United States is now trying to destroy the established industrial cooperation in the global semiconductor sector, which is not only unfavorable to the United States, but also has a negative impact on the global semiconductor industry cooperation, and it will inevitably face increasingly strong resistance.
Take Asley as an example. It is closely connected to the global semiconductor industry chain, including China, and the interests of all parties are intertwined.Analyzing this industry chain, you can see a situation that everyone benefits.
In 2023, 29%of Asmores sales came from China.However, due to the normal trade relationship between the companys interference with the company and Chinese companies, the company expects that by 2025, the Chinese markets contribution to its total revenue will drop to about 20%, and CNBC reports on October 16.
The Chinese market has irreplaceable significance for ASML. This is not only reflected in direct sales revenue, but also related to the companys long -term development and global strategic layout.China is a huge market and a vital part of the global supply chain.In the era of globalization, no company can ignore the influence of the Chinese market.
Chinas semiconductor industry is in a rapid development stage. The national level policy support and corporate capital investment make the Chinese semiconductor industry chain.Cooperation opportunities and greater market potential.At the same time, China ’s rapid development in the fields of artificial intelligence and 5G communication has also provided sufficient room for the application of high -end equipment such as lithography machines.
According to CNBC, Chris Miller, an international assistant professor at the Fleen Law and Diplomacy College of Tavz University, said: "China is a very important market for ASML ... These incomeMost of the chip manufacturing tools from the old generation. "Miller pointed out that most of ASML exports to China are concentrated on mature technology products, which has little to do with national security issues.This is undoubtedly a strong refutation to the United States with the pretext of so -called "national security" as an excuse for ASML.
The United States suppress the Chinese semiconductor industry under the guise of "national security", which is actually an economic bullying behavior.This is an unfair treatment for Chinese companies, and it is also a damage to the global semiconductor supply chain.The questioning of ASML CEO also represents the emotions of many companies. They hope to carry out commercial activities in a fair and stable environment, rather than being controlled by the geopolitical manipulation of the United States.
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*Disclaimer: This article was originally created by the author.The content of the article is the authors personal point of view. The semiconductor industry observation and reprinting is only to convey a different view, which does not mean that the semiconductor industry observation agrees or supports this view. If there are any objections, please contact the semiconductor industry to observe.
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