On the stage of global science and technology competition today, the chip industry as the core cornerstone of information technology, its strategic position is self -evident.However, while the Chinese chip industry is developing rapidly, it is also facing external technical blockade and market pressure.
According to the London Financial Times, the Singapore Lianhe Zaobao, and the media such as the micro -nets and other media, it is said that TSMC has sent a formal email to all mainland AI chip customers, It is announced that since November 11, that is, it will suspend the provision of 7 nanometer boxes more advanced AI and GPU chips , but chips like mobile phones, cars, etc. are not within this range.EssenceThen, according to the interviews of various reporters, TSMC only said that he was a law -abiding company, strictly observed export control regulations, and he refused to talk about it.
At present, the design manufacturer of 7nm/5nm chip design from TSMC includes flat headBrother, Baidu Kunlun chip, Cambrian, Sky Smart Core, Wedica Technology, Takaran Technology, Moore thread, cloud leopard intelligence , etc. These manufacturers will be affected ...
At the same time, those companies in China will also be deeply affected. If switch to a process chip above 7nm, the power consumption is high and the performance must be discounted .
So, why is this good semiconductor industry suddenly feel like a mountain rain and rain?
I am afraid it is still related to Trump, because it is simply that the United States has found that we have some channels.The product is more strict.
So why did TSMC stand on the side of the United States while falling?
First, TSMC seriously relies on US orders .
Among high -performance chips above 7 nanometers, TSMC has more than 70%of orders from the United States.For example, Apple and Qualcomms 5G chips, Nvidias AI chips, Teslas intelligent driving chips, etc., are allocated by TSMC.
The second is that the technology is caught by the US card neck.
TSMC is nominal in Taiwan, but in fact, its light carvings are supplied by the Dutch Asto, and the core light source technology of the Astai light carving machine, It depends on the US supply.Without US technical support, TSMC cant go today.
Third, Zhang Zhongmou himself has already joined the U.S. nationality and is relocating to the United States on a large scale to the United States.
Strictly speaking, TSMC is a chip foundry that depends on the American technology, the United States market, and the Americans.
Globally, a foundry with a 7 -nanometer chip production process, there are three in total, namely TSMC, Samsung, and SMIC. TSMC Needless to say, a unique, chip field within 7 nanometers, almost monopolized more than 80%of the worlds market share.Within 5 nanometers, the market share of TSMC exceeded 90%.
Whether it will be further blocked in the future, it is hard to say, but after Trump came to power, it is certain that this uncertainty will be even greater.
Therefore, in 2018, the United States has already begun to block China. Now it has passed 6 years. What is the current status of our domestic chip industry, and now there are stillWhich links are being stuck?
Next, I will simply take it for everyone.
First of all, EDA tools.
EDA tools as the "brain" of chip design, the importance is self -evident. The global EDA market is currently dominated by companies in the United States, Europe and Japan. Chinas independent innovation capabilities in this field are relatively weak .Similarly, semiconductor equipment is also one of the key factors restricting the development of Chinese chip manufacturing.Especially the high -end lithography machine, its difficult manufacturing and high technical threshold have made China passively in this field for a long time.
Before 2018, we all bought the EDA tools and technology patents of the American company, but later the American EDA will not use it.We can only engage in domestic replacement ourselves, trying to catch up quickly in this field.
Among them, companies such as Huawei Hisilicon and Longxin are really rapidly moving forward in the chip design field, producing a lot of results.Nowadays, the performance of many domestic EDA tools has reached advanced levels.
Of course, there must be a gap objectively, but it is much better compared to 18 years, that is, the design of the chip can barely rely on domestic.
The key to the real is actually in the field of chip manufacturing.
Everyone knows that the United States has not allowed Asmier to sell us an advanced light carved machine, so last year we spent $ 8.754 billion225 units are relatively backward, and only 28 nanometer -processes can be produced.
What is the state of our domestic lithography machine now?
The most advanced light carvings in China are actually the domestic fluoride light carving machine that the Ministry of Industry and Information Technology requested recently. According to the performance indicators, it is also Only the chip with 28 nanometer technology , do not underestimate this level of chips, because it can basically meet the needs of like set -top boxes, routers, especially car chip products.
Four years ago, China was still the worlds largest chip importer; by the first half of this year, the total export of Chinese chip exports exceeded it.500 billion, the total exports are expected to exceed 1 trillion .In addition to the top 5 nanometer chips, we cant produce, More than 90%of the global chips we have done it .
So, the US chip war is upgraded again, how can Chinese companies break the situation "encirclement"?
The domestic chip situation is "two days", and the international situation is not optimistic.In particular, the main push of the trade war, Trump is now running successfully, and he is keen to fight the economic and trade war. He will undoubtedly add to our country.Set obstacles .
In this context, whether the Chinese enterprises under the survival of the fittest can break through the United States under the "aggressive" of the United States.But it is foreseeable that the future pain is inevitable. The key is how Chinese enterprises take the "core technology" in the hands of the "core technology".
Finally, I hope Trumps election will make China great again.
