Chinese chips are beginning to move into overseas markets, and the United States cannot stop the pace of Chinese chips
The United States of America has drawn together Japan and the Netherlands to form an alliance to prevent ASML, Nikon and others from supplying lithography machines to China, and Tokyo Electronics and others from supplying chip materials to China, in an attempt to prevent the development of Chinese chips. However, the reality is that Chinese chips have made great progress, and have also entered the international market and gained recognition.
Chinese chips are beginning to move into overseas markets, and the United States cannot stop the pace of Chinese chips
Since 2019, Chinese chips have made considerable progress, breaking the gap in many chip industries. The daily capacity of chips has exceeded 1 billion, and the self-sufficiency rate of chips made in China has rapidly increased to more than 30%. With the rising competitiveness of Chinese chips, Chinese chips not only meet domestic demand, but also begin to enter the international market.
In September 2022, two US senators asked US manufacturers not to use Chinese chips. However, US home appliance manufacturers said that they could not do without Chinese chips. Otherwise, the prices of household appliances such as toasters and washing machines might rise sharply, and finally forced the US to modify the chip rules. US home appliances and other products could continue to use Chinese chips, and only in some special areas must use American chips.
In terms of chip packaging, China has also made great progress. Two chip packaging enterprises in China have produced 5nm and 4nm packaging technology, which is the most advanced packaging technology in the world. Because their chip packaging technology is advanced enough, the American chip giant AMD has placed orders with Chinese chip packaging enterprises for several years.
In terms of the chip industry chain, China has completed seven of the eight major links in chip manufacturing, all of which have reached 14 nanometers, of which the most advanced etching machine has reached 5 nanometers, and the etching machine produced in China has been recognized by TSMC. All these indicate that the competitive strength of Chinese chips has made great progress, and the Chinese chip industry has begun to move towards overseas markets.
Chinese chips are beginning to move into overseas markets, and the United States cannot stop the pace of Chinese chips
The last link in the current Chinese chip industry chain – lithography machine – is what the United States has limited by attracting Japanese and Dutch enterprises this time. ASML is the only enterprise in the world that can produce EUV lithography machine. Nikon and ASML almost monopolize the global DUV lithography machine market. The United States is trying to seize this key and the last opportunity to hinder the development of Chinese chips to limit Chinese chips.
However, Chinese chips will not sit idly by. In fact, in recent years, Chinese chips are also actively developing many chip technologies. The 55-nanometer BCD process developed by SMIC International has reached the world’s leading level, surpassing the BCD process founder, Italy France Semiconductor; China is also developing chiplet technology, and the SAQP technology developed by SMIC International, etc. These technologies can improve the performance of 14 nm chips to nearly 7 nm, and can meet nearly 90% of domestic chip demand.
To bypass the EUV lithography machine and develop 7nm and more advanced technology, in fact, chip companies in Japan and the United States are doing it, and China has made significant progress now, which means that it is not feasible for the United States to prevent China from developing advanced chip technology by restricting ASML from selling EUV lithography machines to China.
More shocking to the overseas chip industry is China’s progress in more advanced quantum chip and photonic chip technology. China has set up the world’s first production line of quantum chip and photonic chip, in which quantum chip has been fully localized from equipment, materials to EDA software, which shows that China has improved the industrial chain of these advanced chip technologies from the beginning to avoid being constrained by others, With the mass production of these advanced chip technologies, China is even expected to gain the leading position in the global chip technology. At that time, the United States can no longer affect the development of China’s chip industry.
Chinese chips are beginning to move into overseas markets, and the United States cannot stop the pace of Chinese chips
The development of these technologies has proved the self-reliance and self-reliance of the Chinese chip industry. Chinese chips now have a strong foundation. The measures taken by the United States only further stimulate the potential of Chinese chips and accelerate the development of Chinese chip technology. On the contrary, the United States is still intoxicated with the status of leading the current chip technology, which will only lead to the stagnation of American chips. In fact, it is this complacency that leads to its backwardness in advanced technology, The consequences of American chip’s stagnation will only be to be overtaken by the world.