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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...

Reference News reported on June 3: The CEO of the UK's largest independent microchip company said that if the technology trade war escalates, the electronics industry will have no choice but to side with China against the United States because "all components are manufactured in China and Asia."
According to the UK's Daily Telegraph website on June 1, Dialog Semiconductor CEO Jalal Bagherli told reporters: "For electronics and chip companies, I think we don't have many choices. China is the manufacturing location for all components."
Dialog...

Last week, the U.S. Commerce Department announced that it would include Huawei and its affiliates on the export control "Entity List" for national security reasons, causing the stocks of major related U.S. industry companies to collectively fall on the first trading day of this week. Analysts pointed out that export controls may bring significant risks to the U.S. semiconductor industry, such as market shrinkage and profit setbacks.
On the 20th, major U.S. stock indices measuring the semiconductor industry's performance fell. Among them, the Philadelphia Semiconductor Index fell 4.02%, and the S&P 500 Semiconductors and Semiconductor Equipment Industry Index fell over 3.8%. Looking at individual stocks, U.S...