In order to suppress the rise of China, the United States has a new action in the field of chips.
According to Reuters on October 2,Intel announced on Friday local time that it has reached a partnership with the U.S. military to help the military produce more advanced semiconductor chips.
According to the cooperation arrangement, Intel will use self-developed semiconductor packaging technology in factories in Arizona and Oregon to help the military develop chip prototypes.
It is reported that the U.S. government is working to improve the domestic semiconductor manufacturing industry, and its purpose is to suppress China's rise in the semiconductor field.
Earlier, U.S. military chief Alan
Research and development of advanced chips to strengthen enterprise backflow
It is understood that about 75% of the world's chip manufacturers are in Asia, and the chip giants, such as TSMC, Samsung Electronics and Hynix, are mainly concentrated in Taiwan and South Korea, all of which are within the range of Chinese and Korean troops.
It is this that has caused unease in the US government.
Bob Intel CEO
And Intel, as a U.S.-based chip giant, can help address future concerns about key technologies in the United States.
One of the key technologies in chip development is encapsulation, which enables different suppliers
At present, the highest process of chip manufacturing has reached 5nm, and TSMC is the first to realize its R & D and mass production. Next is Samsung Electronics.
In recent years, TSMC has always been the first chip manufacturer, accounting for more than half of the industry share. Intel, the only chip giant in the industry that can compete with it, has only realized a 10nm process.
And Intel won the second phase of the military contract, to a large extent, because of its headquarters in the United States. Dan Hutcheson, chief executive officer of VLSI research, said publicly that Intel has been studying packaging technology and has certain leading advantages. More importantly, it can complete this work in the United States, while TSMC and Samsung cannot.
Recently, Intel has just completed a $7 billion factory expansion project in Arizona. Next, it will work with the Oregon plant for the U.S. military's advanced semiconductor technology research and development. Intel did not disclose the exact amount of the contract.
In addition to strengthening the advantages of chip technology research and development, the United States government is also vigorously promoting the return of manufacturing enterprises such as chips. Almost all aspects of American society are heavily dependent on Chinese manufacturing. In March, Trump made it clear that America needs
Then in April, the White House's chief economic adviser, Kudrow, publicly stated that all expenditures of American enterprises moving back from China to the United States could be fully expensed in the current period, trying to encourage enterprises to return through indirect tax cuts.
Suppress China's rise and take unwarranted sanctions
Both accelerating corporate return and working with Intel, the U.S. government aims to restructure the chip industry chain and strengthen its core strengths.
If the above-mentioned measures belong to the category of normal commercial competition, then the US side, in order to suppress China's rise, takes unreasonable sanctions against Huawei and other Chinese enterprises by using its chip advantage, which is obviously in violation of international free trade regulations.
In May, the U.S. Department of Commerce
More than that, in a statement in August, U.S. Secretary of State Pompeo said the U.S. Department of Commerce has further tightened restrictions on Huawei access to U.S. technology by including 38 Huawei subsidiaries in 21 countries around the world
This series of measures may directly lead to Huawei Unicorn 9000 high-end chips becoming the top performer. Huang Haifeng, an independent analyst in the communications industry, said publicly:
The inventory of Huawei Kirin 9000 chips is about 10 million, which may last about six months. When the chips run out, Huawei's mobile phone business, especially its high-end mobile phone business, will soon face great challenges.
And this series of groundless measures to suppress U.S. enterprises is undoubtedly to hurt the enemy 1000 and lose 800.
It is reported that Huawei purchased a total of US $20.8 billion worth of semiconductor parts in 2019, ranking third in the world after Apple (US $36.1 billion) and Samsung (US $33.4 billion). Take Qualcomm as an example,
According to its financial data from 2016 to 2018, the revenue from the Chinese market in these three years accounted for 57%, 65% and 67% of its annual revenue respectively, of which the largest customer was Huawei. Once the ban on Huawei's chips takes effect, Qualcomm will lose at least $8 billion.
The same is true for AMD and Intel. Nearly a third of Intel's annual revenue comes from the Chinese market. As a result, US technology companies have been actively lobbying the US government to lift restrictions on Huawei.
Or under the pressure of technology companies, the U.S. government gave in. Shortly after the entry into force of the ban on 15 September, Intel、AMD obtained a permit to supply Huawei.
Bob Intel CEO
For whatever purpose, Chinese companies accept free competition under international trade rules and will not stop developing their own chips, as Ren Zhengfei previously said:
- THE END -Lei Feng net