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"True"?Lao Mei continuously "big" action, the wind direction of the chip market mutations mutations

2024-11-11 21:59:56

Lao Mei continued to "big moves", revealing something wrong everywhere.

In these years, although Lao Mei has been constantly tightening the rules of the chip export, blocking advanced chips and high -end equipment flow into my countrys market.

But in fact, several semiconductor giants in the old and American natives still maintain close supply chain with Chinese companies.

But just recently, the Wall Street Journal posted news: The United States requires its local semiconductor companiesAnd the problem is just here!

As we all know, Lao Mei has a unique advantage in the semiconductor field. After all, the word "semiconductor" is used by Americans.

Because of this, whether it is in the chip design, equipment, chip materials, software and other fields, the technologies of the old beauty are very domains.Among the top five semi -semi -semi -semi -conductive equipment manufacturers, three are all American companies, and the other two are ASMLs in the Netherlands and Tokyo Electronics in Japan.

Maybe many people mention the chip manufacturing equipment. The first thing that thinks of is the lithography machine, but in fact, in the process of production, in addition to the photocal machine, the chip needs to be used.Extract machines, ion injection, film deposition, cutting machine, cleaning machine and other equipment.

The three semiconductor equipment giants of Lao Mei, except for the slightly inferior ASML in the optical carvings, are very advanced in other equipment fields.

In other words, as long as chip production is performed, it is inseparable from American manufacturing equipment.However, it is worth mentioning that the basic manufacturing industry of Lao Mei is not developed. Therefore, in the process of production equipment, Lao Meis semiconductor equipment giants also need to import some key components.

In the past, in the production and supply chain links of these US equipment giants, Chinese companies occupy a very important position.However, with the latest instructions of the old and American upper levels, the equipment giants of the United States have successively launched the "de -Chineseization" operation of the supply chain.

Although this move, on the surface, it seems that it does not have much to do with the "chip restriction", but behind it, there is a deeper information.

Lao Meis move means that in the future, the restrictions on Chinese chips will definitely shrink further; and now eliminating Chinese enterprises in the supply chain, it is to prevent our enterprises from supplying by supply.The chain ring launched a counterattack to cut off the component supply of its chip equipment.

Of course, in the past, in the past, Lao Mei did not do much.For example, before this, in the field of "slowing the old creature" technology, in order to prevent its core technology outflow, Lao Mei is also a Chinese enterprise in its supply chain.

But what makes Lao Mei unexpected is that it is the practice of Lao Mei that has strengthened the determination of our enterprise to develop and develop.With todays domestic "golden cause" slowing down old -fashioned technology products, the glory in mainstream domestic markets such as Ji Ji and Tian T an anchor.

Looking through the "Golden Reason" domestic market feedback area, you can see that "the energy state is full and full, and feel the body is full of energy" and other positive words high frequency.

and many people do not know. Before the domestic "Gold" slowly slows out, domestic demand groups can only choose the US version of imported products at a high price, and spend money to spend moneyAt the same time, it depends on their faces.

As now, the reason why Lao and the United States dare to restrict the exit of chip exports is to rely on its unique leading position in the semiconductor field.

In the face of the excessive behaviors of the old and beautiful, there is only one way in front of us, that is, the independent research and development of high -end chip technology as soon as possible, so that the domestic chip market is no longer subject to beauty.Essence

Fortunately, after the "chip restrictions" of my country have adopted "chip restrictions" from the United States, although we have encountered various setbacks in the early stage, domestic semiconductor technology technology However, it has always been steadily developing, and the current domestic 28nm-7NM chip process has basically matured.

So we have all reasons to believe that as long as we give us another 5 to 10 years, Lao Mei will never want to restrict us in the chip field.

And, from the old and American requesting equipment companies to eliminate Chinese enterprise suppliers, it can also be seen that the rapid development of my countrys semiconductor technology in recent years has allowed the old beauty to make oldest beauty. To the sense of crisis.

Because the US semiconductor equipment company wants to eliminate Chinese -enterprise suppliers, it will also have a certain impact on it.So easy to find.

If it was not because of the feeling of a great sense of crisis, I believe that Lao Mei is also unwilling to make a strategy. What do you think of this?

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