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On April 16 Beijing time, the U.S. Commerce Department officially confirmed the issuance of an export ban order against ZTE. This ban order was like a heavy hammer, awakening many in China's technology sector who had become accustomed to swimming in warm water.
Importing chips from abroad is not new for Chinese technology companies. Chips have long surpassed oil and natural gas to become China's largest annual import demand. It is worth noting that the U.S. chip embargo against ZTE is both an extension of the trade war and conceals the swordplay of great power competition. Chips are not only the core components of the consumer digital industry but also affect artificial intelligence, national security, smart...

U.S. Think Tank Report: China's Chip Innovation is Slow, Difficult to Break Through
 
Original title: U.S. Think Tank Report: China's Chip Innovation is Slow, Difficult to Break Through
Recently, CSIS (Center for Strategic and International Studies), one of the two major U.S. think tanks, published an article titled "Learning the Superior Techniques of the Barbarians: China’s Pursuit of Semiconductor Independence&

Under the background of Sino-US trade friction, the United States' heavy-handed move against ZTE this time also revealed the pain of China's semiconductor industry. So, what is the current status of China's chip technology? Don't worry, let me explain slowly.
What is the current status of China's chip technology?
Chip issues can never develop as rapidly as the internet. Even facing ZTE's sanctions, everyone saw the current state of Chinese technology with its cover pulled off.

In this situation, Unigroup Guoxin's stock price also shyly rose 9.99, and the reason for saying shyly is that it took a whole day to complete this 9.99. Obviously, investors are...

It should be said that China's capabilities in chip manufacturing are continuously improving, especially in the aerospace field. Chinese satellites use domestic chips, reducing dependence on foreign chips. At the same time, after the ZTE incident, the continuous efforts of Chinese high-tech companies in the chip field have brought significant changes to the microchip market. No wonder some Russian media said: China's development in the microchip field may shake the United States' long-standing dominance in this field.
However, we still believe that although China's technology in chip design has improved in recent years, the biggest obstacles are the lack of core technology in high-end fields and related areas...

When talking about lithography machines, everyone first thinks of the Netherlands. Indeed, Dutch lithography machines are among the best globally, and even the top lithography machine manufacturing company ASML is located in the Netherlands. The reason why Dutch lithography machines are so famous is largely due to the significant efforts the Netherlands has made in this area, such as technology investment, R&D teams, and capital investment, which are difficult for other countries to match.

But such advanced Dutch lithography machines are rarely sold to China. To put it more bluntly, Dutch lithography machines have been sold to South Korea, the United States, with major clients such as Samsung, Intel, TSMC, etc., yet specifically not sold...

The U.S. Commerce Department announced export control measures against ZTE, triggering nationwide attention to domestic chips.
According to statistics, China's integrated circuit product imports have exceeded $200 billion annually for many years. Once lacking "chips," one can imagine what production difficulties would be faced.

So why are "chips" so important? Where are the shortcomings in China's chip manufacturing industry? When can we achieve true "Chinese chips, made in China"? Today let's briefly talk about China's chip manufacturing industry.

According to reports from mainstream domestic media: In the 2018 government work report, the chip (integrated circuit/semiconductor) industry was ranked first in China's real economy by the national government. At the same time, local governments have also developed the chip industry as a local strategic pillar industry.
According to the plans and goals set by the state: By 2020, the gap between China's chip industry and international advanced levels should be further narrowed, with the annual growth rate of the industry's sales revenue striving to be above 20%. Then by 2030, domestic manufacturers in the main links of China's chip industry chain should reach international advanced levels and be able to...

U.S. media released news on Wednesday Beijing time that the United States is considering placing five Chinese companies, including Hangzhou Hikvision Digital Technology Co., Ltd. and Zhejiang Dahua Technology Co., Ltd., on a "blacklist" similar to Huawei's, preventing these companies from obtaining U.S. technology, components, and software, further expanding the scope of attacks on Chinese companies.


Lao Hu wants to point out: The United States is increasing pressure on China, trying to force China to make decisive concessions in trade negotiations. But I want to say, this is wishful thinking. If the United States really has determination, let's see whether China's IT, etc...

A major global semiconductor industry consolidation has just begun. Infineon acquires Cypress
On the afternoon of June 3 Beijing time, German semiconductor company Infineon...
A major global semiconductor industry consolidation has just begun.
Infineon acquires Cypress
On the afternoon of June 3 Beijing time, German semiconductor company Infineon (Infineon) announced that it would acquire Cypress Semiconductor for $23.85 per share in cash, with a transaction value of approximately 9 billion euros (approximately 69.5 billion RMB).
Informed sources revealed that Infineon...