The US media said that the United States is tightening the export of Chinese chip equipment. Experts: The purpose is to prevent Chinese chips from competing with it

[Global Times Reporter Ni Hao] Bloomberg reported on July 30 that two US chip equipment companies confirmed that the country's suppression of Chinese chips has been expanded from 10 nanometers to 14 nanometers, and the scope of new regulations may not be limited to China. Core International also includes other chip manufacturing companies investing in China. Some experts analyzed the Global Times reporter on July 31 that the latest measures that the United States suppressing the Chinese chip industry may try to constitute a long -term impact on Chinese chip companies, but its suppression will become a motivation to stimulate China to accelerate scientific research. In addition On the one hand, it will also hurt the interests of American companies.

Chip data map source Visual China

According to reports, Ache, CEO of Panlin Group, said at a call -oriented call meeting on Wednesday that on the basis of manufacturing 10 nanometer and below chip equipment for Chinese companies, the scope of restrictions on exports in the United States has expanded to manufacturing to manufacturing 14 -nanometer and below chip equipment, and the scope of restrictions may not be limited to SMIC, including other chip manufacturing companies operating in China, such as TSMC in Taiwan. Wallace, President and CEO of Ke Lei, also confirmed the news last Thursday. He said the company has received a notice from the US Department of Commerce, asking them not to supply equipment to China for 14 nanometer and below chips. Bloomberg also quoted people familiar with the matter to say that in the past two weeks, all American equipment manufacturers have received letters from the Ministry of Commerce's request. The statement of Panlin and Ko Lei is just the earliest disclosed specific examples of the United States further suppressing the Chinese chip industry.

The United States has previously banned chip equipment to SMIC's 10 -nanometer and below technologies without permission, but it has not yet expressed limitation of chip equipment exports of 14 nanometer and below technology. However, Bloomberg quoted a statement issued by the US Department of Commerce a few days ago that the Bayeng government is tightening relevant policies against China, focusing on weakening China's cutting -edge chips to cope with major national security risks facing the United States. People familiar with the matter said that the letter from the Ministry of Commerce to the company in the past two weeks was at least the Bayeng government tried to show some efforts to adopt a tough attitude towards China. However, given the permission of these equipment exports to China in the past, the Ministry of Commerce has repeatedly rejected the export of these equipment to China, and the new notice will hardly affect US chip companies. Bloomberg analyzed that in addition to affecting relevant companies in China, the new regulations of the US Department of Commerce will also affect the world's leading chip and equipment manufacturers sold in China, including American application materials companies and Asmore in the Netherlands.

The Bayeng government's actions to expand the sanction of the Chinese chip industry have long been sounded. Reuters earlier in July that the US Department of Commerce is "actively discussing" the prohibition of exporting to the Chinese factory for the manufacturing equipment of 14 nanometers and below. Essence In the report on July 8th, Reuters also mentioned that SMIC achieved a 14 -nanometer chip production at the end of 2019.

Li Yan, an associate researcher at the American Institute of Modern International Relations, told the Global Times reporter that in the eyes of the US government, 14 nanometers are the watersheds of the chip advanced process and backward process. The focus of the transportation is the chip and equipment of 14 nanometers and below. The core is to cooperate with the "chip bill" launched by the United States. While vigorously developing the manufacturing of the country's chip, it will prevent China from obtaining advanced chip devices of the same process to achieve the curbing Chinese chip and it The purpose of competition.

Li Yan believes that as early as the US Department of Commerce's move, the United States has always restricted the export of advanced chip technology to China, especially those, including SMIC, who have been included in the US entity list. SMIC is not affected. However, the Ministry of Commerce's move may be more to look at the future. With the development of the future development of Chinese chips to advanced process, it has formed a long -term impact on Chinese chip companies. However, the suppression of the United States will also stimulate China's motivation to accelerate scientific research in the chip field, and pay more attention to relying on its own power to develop high -tech.

Technical observation expert Instant Rain told the Global Times reporter on July 31 that the details of the relevant regulations have not yet been seen, so it cannot be clearly judged on the impact on the Chinese chip industry. However, Instant Rain believes that the chip industry is an industry in which the global industry is closely cooperative and scientific. The United States' suppression of China will inevitably affect the normal development of the global chip industry. In addition, China is the world's largest chip market. The United States suppresss China and will eventually hurt American companies. Related data shows that mainland China is the world's largest market in Panlin and Kelei. In 2021, revenue from mainland China accounted for about 1/4 of Kelei's total revenue, accounting for a higher proportion of Panlin, about 1/3 Essence

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