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Restricted by the Chip Act! How should China's semiconductor industry respond?

Restricted by the Chip Act! How should China's semiconductor industry respond?

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  • Time of issue:2022-08-12
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(Summary description)1. The US government's containment and suppression of Chinese semiconductors will not change its long-term goals, and the suppression of China's development of advanced processes and technologies will not be relaxed. The core of high-tech manufacturing is chip manufacturing, so the United States will continue to suppress Chinese chip manufacturing equipment and materials, EDA tools, and memory in various ways.

Restricted by the Chip Act! How should China's semiconductor industry respond?

(Summary description)1. The US government's containment and suppression of Chinese semiconductors will not change its long-term goals, and the suppression of China's development of advanced processes and technologies will not be relaxed. The core of high-tech manufacturing is chip manufacturing, so the United States will continue to suppress Chinese chip manufacturing equipment and materials, EDA tools, and memory in various ways.

  • Categories:News
  • Author:
  • Origin:
  • Time of issue:2022-08-12
  • Views:0
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1. The US government's containment and suppression of Chinese semiconductors will not change its long-term goals, and the suppression of China's development of advanced processes and technologies will not be relaxed. The core of high-tech manufacturing is chip manufacturing, so the United States will continue to suppress Chinese chip manufacturing equipment and materials, EDA tools, and memory in various ways.


2. The tactics of the United States have undergone a change, from indiscriminate and comprehensive firing during the Trump era to precise sniping and targeted suppression. At present, semiconductors are the core of high-tech, manufacturing is the core of semiconductors, and SMIC is the leader in China's semiconductor manufacturing. If this ban is implemented, SMIC will be most affected.


After all, with advanced processes below 14nm, most of the eight major categories of equipment required for chip manufacturing by domestic enterprises are currently in the development and validation period. In addition to certain market shares of some enterprises in Chinese Mainland in terms of etching machines and cleaning equipment, there is a certain possibility of substitution. The equipment and materials such as lithography machines and ion implanter below 14nm still need time. Semiconductor manufacturing equipment is indispensable. The United States focuses on equipment and accurately targets key enterprises, preventing China from developing advanced processes.


3. The advanced and mature processes defined by the United States are dynamically adjusted. Advanced and mature processes are not judged by nanometers as nodes, but by the progress of China's technological progress. A simple and direct standard is that as long as China breaks through and produces large-scale processes, they will be adjusted to mature processes.

As long as the products made in China are not advanced. If domestic enterprises have not yet made 28nm today, the ban on this paper may be stuck at 28nm. This kind of "private customization" sanctions approach, which is based on people's preferences, dynamically adjusts to curb China's development in the semiconductor field.

4. Some end products will be greatly affected. CPU, servers, supercomputers, AI, communication chips, etc. that adopt advanced technology in China will be severely affected, thereby affecting the development of high-tech in China.

5. In order to block the development of China's advanced technology and ensure that non American international companies are on the same front as the United States, the United States has adopted a combination of strike and pull measures. Not all semiconductor devices banned by the United States from China are provided by American equipment companies.

If the US government wants international equipment manufacturers to abandon China as a major customer, it needs to provide chips that can attract these manufacturers to abandon their interests in the Chinese market.

Not long ago, the Chip and Science Act passed by the US House of Representatives provided this opportunity. The bill advocates for large-scale expansion and construction of factories in the United States, creating a new market opportunity for semiconductor equipment manufacturers. In the situation where semiconductor equipment manufacturers have limited production capacity and the United States is intimidating and tempting, if the US semiconductor market can fill their gap in the Chinese market, international semiconductor equipment manufacturers may also gradually reduce their support for the Chinese semiconductor market.

3、 Response suggestions

Firstly, leverage the advantages of the new national system and accurately diagnose all aspects of the industrial chain.

The competition in the semiconductor industry is now more suitable for the national system. The United States, which emphasizes market competition the most, has also launched an American version of the national system. China should also leverage the efficiency and advantages of the new national system, summarize experience on the existing basis, keep up with the times, and respond professionally. In practice, we can start by sorting out the industrial chain, especially the core links of China's semiconductor supply chain.

We can start from three dimensions: from the perspective of time attributes, which areas need to be conquered in the long term and which areas can be broken through in the short term; From the perspective of international attributes, which can be solved through international cooperation and which must be self-reliant, accurately analyze the parts that can be solved at the three levels of "cooperation, controllability, and autonomy"; From the perspective of market attributes, which links can be solved through marketization and which links must be solved through special means. On the basis of precise industry chain diagnosis, different methods are adopted for different attributes to tailor the medicine to the case.

Secondly, actively engage in international cooperation through the dissemination of hero posts through international cooperation.

China is the world's largest importer of semiconductors, including various fields such as chips, materials, and equipment. At present, there is still room for international companies to increase their market share in the Chinese market, and their market position is even more important in the downward phase of the industry. In addition, the long-term sustained investment of the Chinese government in the semiconductor industry will not change, and China has a good market and policy environment. Therefore, the market is China's largest and long-term advantage, and the more difficult times are, the more it is necessary to maintain openness.

We should actively unite non US equipment manufacturers such as the Netherlands, Japan and South Korea to prevent the US government from using semiconductor equipment to control the sentiment of the chip manufacturing market in Chinese Mainland. From past experience, if foreign manufacturers suffer losses due to the US ban, they will actively communicate with the US government to safeguard their own interests.

Not long ago, for the "DUV ban" issued by the United States, ASML, a Dutch photolithograph manufacturer, warned that if the United States forced the company to stop selling its mainstream photolithography equipment to Chinese Mainland, the global semiconductor supply chain would face disruption. It can be seen that "those who achieve the Tao will be more helpful, while those who fail the Tao will be less helpful. Maintaining a positive and open market is a posture that the Chinese industry must adhere to. At the same time, partners who are helping China's semiconductor industry in difficult times should be given special industrial policies.

Thirdly, in areas where self-reliance is necessary, actively "unveil oneself as the leader" and respond professionally with precise strategies.

For key links, eliminate "pain points", overcome "difficulties", break through "breakpoints", strengthen strengths, fill weaknesses, and fill gaps. The semiconductor ban in the United States has always been a precise blow to the Chinese industry, which has also made us aware of our own shortcomings. In the past, domestic policies were mostly face to face inclusive policies. Now, in the face of precise attacks from the other party, more targeted, up-to-date, and focused policies need to be introduced from face to face. Although there is still a gap in accuracy between the existing domestically produced equipment, materials, components, etc. and the advanced foreign level, in the process of process research and development and validation, opportunities should be given to the domestically produced supply chain.

Classify the "breakpoints", "pain points", and "difficulties" in the industry and develop corresponding research strategies. Actively implement the "unveiling and commanding" system, with relevant and capable enterprises as the main body, and implement special research projects. Be low-key and pragmatic, strengthen supply chain security, and reduce supply chain risks. Let the industry set questions, enterprises answer questions, and the market take the lead as examiners to solve problems, achieve mass production, and solve bottlenecks as assessment standards.

Fourthly, fearless of the challenges and pressures of the United States in curbing the upstream industrial chain and declining downstream demand, actively expanding production capacity.

Take existing leading enterprises as the main focus, concentrate the main body, and develop in multiple areas. There is no need to be limited to mature and advanced processes in the manufacturing process. There is no contradiction between "mature" and "advanced". Without the accumulation of mature processes, there will be no breakthroughs in advanced processes. Without breakthroughs in advanced processes, there will be no upgrades in mature processes. Both advanced and mature theories are one-sided and incorrect. The development of mature technology by chip manufacturing enterprises in Chinese Mainland does not mean that they are backward, and the capacity of mature technology is still in short supply.

While tackling advanced technologies, local enterprises can use mature technologies as a breakthrough point, continuously iterating technology while increasing production expansion, gradually forming a significant influence globally and deeply participating in the development of the global semiconductor industry chain.

Fifthly, firm faith and confidence, firmly hold onto the green mountains without letting go.

Recently, the implementation of the US Chip Act, the upgrade of the US device ban, and some fluctuations in the domestic industry have inevitably generated some negative emotions. As Chinese semiconductors, we must firmly believe in ourselves and not be influenced by external emotions. The semiconductor industry is a long-term field that bears the fundamental responsibility for the development of China's high-tech industry.

No matter how the outside world changes, we need to do our own industry well. When everyone does their own thing well, the future of China's semiconductor industry is definitely clear. What kind of Chinese semiconductor people are, what is the future of China's semiconductor industry. As long as we have firm faith and confidence, we can definitely use determination, patience, and perseverance to jointly create Chinese chips.

 

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