The self -sufficiency rate of Chinese chips has surged, and the United States with high chip inventory prevented China's advanced technology

Recently, it is reported that the United States requires that ASML is not sold to China for mature DUV light machines. Thinking of the previous five months of chip imports announced by China before the decrease of 28.3 billion, and the phenomenon of high inventory of American chips, it may represent the United States attempt to try Prevent China's advanced technology to ensure its chip sales.

1. China gradually reduces its dependence on overseas chips

China is the world's largest chip buyer. In 2021, China purchased $ 400 billion in chips, accounting for more than 60 % of the global chip market. It can be seen that China's customers are importance to the global chip industry.

China is the world's largest manufacturing country. 70 % of the world's mobile phones and PCs are made in China. China has ranked first in the world in 13 industries. Therefore, China can become the world's largest chip buyer. The significance of chips to China's manufacturing industry is accelerating the self -sufficiency rate of chip.

In recent years, China has been actively expanding the production capacity of chips, and it has been purchasing chip manufacturing equipment worldwide. The huge amount of demand has not been able to meet the ASML of the Optical Machine Factory. The prices of Japan's second -hand light carved machines have risen more than doubled. By 2021, China's chip production capacity accounted for 15%of global chip production capacity, and it tied with Japan to third.

The Chinese chip design industry is also rapidly breaking through. Since the establishment of the integrated circuit industry fund in 2014, thousands of chip design companies have been born. These chip design companies involve various industries. The chips they develop meet the needs of various industries. Although China's chip manufacturing process is mainly based on mature craftsmanship, the industry believes that the 14nm process can meet 70 % of domestic chip needs.

With the joint advancement of Chinese chip design and chip manufacturing, the self -sufficiency rate of Chinese chips in 2021 exceeded 30%. The chip import volume in the first five months of this year continued to decrease by 28.3 billion yuan or 11%, which undoubtedly represents the self -sufficiency rate of domestic chips.

Second, the approach of the United States may be to sell chips

The United States is the world's largest chip exporter, accounting for nearly 50 % of the global chip market. It relies on the technological leadership and market share advantages of the chip market. The United States has enjoyed a rich profit. The chip supply chain appears tight, and the chip supply is in short supply, allowing American chips to earn generous profits.

However, more than two years have passed. With the 35 of the 86 chip manufacturing projects planned worldwide, the chip production capacity has begun to release. The global chip industry has changed from insufficient supply to overcrepilling supply. The US radio frequency chips and simulation chips have been successively successively. There are signs of excess supply, and these chip companies have also faced high inventory problems.

One of the reasons for this result is the advancement of Chinese chips. Huawei has not been able to support 5G due to the unable to get 5G radio frequency chips, which has caused 5G P50 Pro to support 5G. Waiting for the research and development results of 5G radio frequency chips, China's analog chip has also made a breakthrough step by step. Xiaomi also developed its own charging chip and power management chip. Chinese chips produce similar chips naturally without purchasing these chips in the United States.

The rapid progress of Chinese chips may have worried the United States. Therefore, it is now trying to further prevent the development of the Chinese chip industry in chip manufacturing. It is required that ASML is not sold to China. Because China is also breaking through in chip manufacturing. Several major links of chip manufacturing are now only 28nm, and the other links have emerged to 14nm. Several key components of the light carved machines such as laser and lens Wait for successful research and development.

The United States has exhausted the way to sell more chips to China. However, Made in China does not want to be subject to people. Its approach exactly stimulates the progress of Chinese technology and accelerates the improvement of the chip industry chain. ASML also indicates that mature DUV lithography machines Sooner or later, it will be developed and developed by China. If it is not sold to China now, after the Chinese DUV light carved machine comes out, it may become its competitors and crushes it with cost advantage. This is what ASML is unwilling to see.

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