Special reporter in the United States, Meng Han, reporter Yin Yeping
According to Reuters reported on the 21st, three people familiar with the matter revealed that the manufacturing of Chinese chip manufacturingIn Shangxin International, the US Biden government is increasing the pressure to cut off its factories to import more products from the United States.
The American Biden government is increasing the efforts to suppress SMIC
ReutersIt is reported that according to two people familiar with the matter, at the end of 2023, the US Department of Commerce issued dozens of letters to many American suppliers in SMIC to suspend the license of these companies to SMIC.One of the people familiar with the matter said that although many companies had stopped selling products to SMIC at that time, these letters prevented at least one supplier, namely Entegris to manufacture materials and components to SMICs export chip.
Reuters said that the US Department of Commerce suspended the export permit to SMIC, indicating that the Biden government has taken action against SMIC because the Republican Partys pressure on the Hua Eagle School is rising.Since August last year, such pressure sounds have been increasing.At that time, China Telecom giant Huawei launched a new mobile phone using advanced chips, which shocked the world.This mobile phone prompted the Biden government to conduct an investigation to understand the details behind its internal chip.
The American suppression measures affect American companies.According to US media reports, Integer, headquartered in Massachusetts, produces filters, gases, chemicals, and products used to deal with wafers, without evidence that the company violates US laws and regulations.Integer stated in the 2023 annual report that China accounted for 16%of the companys net retail sales last year, and pointed out that the recent export regulations issued by the United States "weakened our ability to sell products in China, and the regulations that may be introduced in the future will be further reducedThe needs of our products ".
Telecom and Internet analyst Ma Jihua told the Global Times reporter on the 22nd that the United States suppression of the Chinese chip industry, including the means that SMIC can take, basically finished.From this perspective, the United States reported by Reuters this time has increased its efforts to SMIC, indicating that the United States has some weaknesses.And if you blindly block Chinese companies, it will eventually only fight against the United States.Reuters quoted a spokesman for the Chinese Embassy in the United States to say that this is a thorough economic bullying behavior, which will inevitably "be counterproductive".
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The United States announced the exemption date of extension of hundreds of Chinese products (data charts)
straight news: Mr. Chen,The United States has announced the exemption of hundreds of Chinese products. Is this the pioneer of the Sino -US trade friction?Will China and the United States reconcile?
Special commentator Chen Bing: Sino -US trade friction has not been turned over, and the two sides are still competitive.We have to check what are the Chinese products that exempt the tariff exemption in the United States?It is industrial components such as pumps and electric motors, some car parts and chemicals, bicycles and vacuum cleaners, and medical products such as masks, checked gloves, and hand washing and wet towels related to crown disease.Compared with chips and computers, these products are low -end products, which will not affect the United States to curb Chinas strategy. Therefore, the exemption period is extended from December 31st this year to May 31 next year.The Ministry of Finance of China has previously announced the exemption date of the tariffs on some imported goods in the United States.This situation that you extended me also extended, it shows that the Sino -US trade friction continues, but some products are temporarily exempted from tariffs, and may be added after expiration.The United States does not directly cancel the tariff valve of these low -end products. It is still there and will be opened at any time, indicating that China and the United States are still mainly competitive.If you look at the US restrictions on high -end products, such as the name "national security", the export of high -end chips and chip production equipment has set new restrictions, and the Netherlands, Japan and South Korea, etc.Settling, it shows that competition between China and the United States and technology and technology is still fierce, far from the level of reconciliation.Sino -US economic and trade and technology competition may continue to continue for many years. Now both parties have exempted some tariffs, but they only maintain a lower trade exchanges or reduce risks.
U.S. Enterprise Meiguang Technology and Fujian Jinhua reconciliation. The picture shows Fujian Jinhua Integrated Circuit Co., Ltd.2GJM5SSQ "> Straight News: The United States Micron Technology and Fujian Jinhua in China ended 6 years of disputes and reached a global reconciliation agreement.look?
Special commentator Chen Bing: The reconciliation between Meiguang Technology and Fujian Jinhua is a good example of coordinated conflicts between Chinese and American enterprises. It is worthy of welcomeof.But to say that it is "heavy reconciliation", maybe a little too much.What can be called the heavy reconciliation of semiconductor?That is, the United States no longer has limited chip and chip technology and equipment that exports to China, at least not interfered with chips and technology imports and exports of other countries and China.Some people in the industry know that in 2016, Meiguang Technology filed an intellectual property lawsuit against Fujian Jinhua, and in 2018, the US Department of Justice included Fujian Jinhua in the "physical list" and implemented export control, which led to the investment in Jinhua, FujianThe buildings and equipment built were forced to stop before opening, and lost the opportunity to develop in the field of storage chips.Otherwise, the worlds current storage chip field, after Samsung, Hynix, and Micron, may have the name of Fujian Jinhua, after all, China has a large market.
Micron Technology is one of the protagonists that can not start in Fujian Jinhua (data chart)
Straight News: Why does Meiguang Technology reconcile with Fujian Jinhua after 6 years?Does it mean that the competition between China and the United States is changing?
Special commentator Chen Bing: Meiguang Technology and Fujian Jinhua realized reconciliation, which is the result of changes in the competitive situation of Chinese and American chips.First of all, one of the protagonists that can not start in Jinhua Fujian are Micron Technology, and Micron is the behind -the -scenes promoter of the US governments suppression of the Chinese storage chip industry.In May this year, in accordance with the Cyber Security Law, it imposed sanctions on Meiguang in accordance with the Cyber Security Law. It does not allow operators of key domestic information infrastructure to continue to purchase Micron products.Micron has declined at the beginning of last year and has been in a loss. The revenue from Mainland China accounts for 14%of the total revenue, and its share is large enough.After the sanctions were randomly sanctioned, the income declined further. In addition to increasing investment in Xian by 4.3 billion yuan in investment, reconciled with Fujian Jinhua in order to continue to develop in the Chinese market.Secondly, Fujian Jinhua is currently a chip foundry. The chip technology is relatively backward. It is said that it is about three generations behind Samsung. It is not challenging to advanced storage chips.Again, this may be the most worthy of observation, that is, the US chip companys ban on the chip of the US government has reached an unbearable level, forcing American companies to break through and see the tricks.American companies, including Nvidia, do not lose the Chinese market in order to avoid the ban on the US chip, and carry out a "special policies" in the Chinese market.However, the US governments more stringent ban came again, and the "special products" in the Chinese market must be limited, and that can only "shrink" again.Let a company develop different products, which will increase costs, and because it cannot provide the most advanced chip, it will make buyers lose interest.Micron is willing to reconcile with Fujian Jinhua, perhaps to use technology to change the market, and it is also a choice that it is difficult to make after "special policies".
Finally, the US chip ban has led to the popular development of Chinese chips, and the popularity and financial resources are concentrated in this field.In addition, China has the key raw materials for making chips. American companies will feel the strong pressure from Chinese chip companies in the next few years.Therefore, for American chip companies, the Chinese market is still good.The reconciliation of Micron Technology and Fujian Jinhua may be out of such considerations.
