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The dust has settled! The ban of chip giant Micron is tantamount to releasing the key information of the "three".

via:新浪科技     time:2023/5/27 9:00:59     readed:125

It is reasonable for China to develop its own lithography machine and chip technology, and the error limitation of the United States cannot stop the breakthrough of China's chip industry. And with the "Meguiar incident" dust settled (Meguiar memory chip giant did not pass China's security review), seems to release three key messages.

First, it is time to put an end to America's "farce" in the chip field. Since the "trade war" to the "science and technology war", the United States has continuously cracked down on Chinese chip companies through technology and other means, restricting the shipment of more chips to domestic manufacturers such as Huawei. This practice not only violates the laws of the market, but also harms the healthy development of the global semiconductor industry.

China is the largest chip consumer market in the world, and restricting the export of chip technology is bound to cause serious losses to American enterprises. For example, the revenue and profits of technology giants of American descent have experienced a "big avalanche", which has not yet improved.

Second, China's domestic chips are making rapid breakthroughs. Meguiar's ban shows that the domestic memory chip technology has made a rapid breakthrough, and basically has the ability to gradually replace Mei core products. For example, Yangtze River storage, Changxin storage. And Internet Fish noted that Huawei did not accept the temporary opening of some of the chip licenses for auto parts, with an output value of about hundreds of millions of dollars.

This shows that domestic technology is developing rapidly and is expected to replace more foreign products in the future.

This shows that domestic technology is developing rapidly and is expected to replace more foreign products in the future.

This is because the restrictions of the United States have always been the use of "administrative means" to prevent the free flow of chip manufacturers, which is carried out at the expense of the interests of enterprises, and also intimidate and induce "Japan and the Netherlands" to sign an agreement to further restrict the export of semiconductor equipment. In comparison, China's attitude towards foreign enterprises is more friendly, encouraging and welcoming more foreign enterprises to invest in China.

First of all, the restrictions on chip technology in the United States have been going on for three or four years. In particular, starting from the second half of 2022, the United States further upgraded the Technology Export rules and signed a tripartite agreement to restrict the exports of other countries. These measures have led to the stability of the supply chain of the global chip industry and the US is also trying to maintain technological hegemony by reducing its reliance on key semiconductor technologies in Asia by restricting shipments from overseas companies.

Second, the differences in the treatment of the semiconductor industry between China and the United States are obvious. China has always emphasized independent innovation and technological development, so it is very attractive to overseas enterprises. At the 2023 China High-level Development Forum, China encourages and welcomes more foreign enterprises to invest in China.

This open attitude not only helps to promote the development of China's import and export economy, but also provides more market opportunities and cooperation possibilities for global enterprises.

After all, in the first quarter of 2023, China's vehicle exports reached 1.069 million, and China's car exports ranked first in the world for the first time, which is exciting news! Surpassing Japan and Germany is not only a digital change, but also an important symbol of the development of China's automobile industry.

In particular, China's new energy vehicle industry has become a new engine of China's economic growth, and it is also the embodiment of China's important position and influence in the global automobile industry. Internet Fish notes that professional data show that China's production and sales of new energy vehicles have ranked first in the world for eight years in a row, and new energy passenger vehicles have entered Japan, Germany, Australia, Brazil, Mexico and other countries.

On the whole, Meguiar's ban releases information about the need for reflection and adjustment of US practices in the chip field, and also shows that China has made great progress and breakthroughs in chip manufacturing technology and independent research and development. With the continuous development and efforts of technology, we believe that China will be able to occupy a more important position in the global semiconductor industry in the near future.

As for the US restrictions on semiconductor technology, the impact on our enterprises is only temporary, and Chinese manufacturers can make up for this impact by strengthening independent innovation and technological development.

After all, China's independent innovation measures in the field of chip industry have achieved remarkable results. From lithography machines to chips, Chinese companies are gradually realizing self-control and replacing foreign products in some ways.It can be predicted that the restrictions and crackdowns of the United States and other countries will soon become invalid for this trend.

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