According to a recent report by Bloomberg, the United States has further tightened restrictions on the export of chip manufacturing equipment to China . According to information from the two major semiconductor equipment suppliers in the United States, Lam Group and Kelei, the United States will prohibit the export of chips to mainland China without permission. Manufacturers sell equipment that can make 14nm chips and beyond .
Moreover, the scope of restrictions is not limited to SMIC, but also includes other chip manufacturing companies operating in the mainland, such as TSMC's chip manufacturing plants in the mainland. Previously, the United States has restricted the export of 10-nanometer and more advanced chip equipment to SMIC. This time the condition is increased to 14-nanometer, which means that the United States has further strengthened its suppression of Chinese semiconductors.
In the eyes of the U.S. government, 14 nanometers are a watershed between advanced chip manufacturing processes and backward manufacturing processes, and 14 nanometers and below are advanced manufacturing processes.
In recent years, the United States has made frequent moves against China in the semiconductor field. On the lithography machine, the core equipment of semiconductor manufacturing, the United States and the Netherlands ASML have reached an agreement to prohibit the export of EUV equipment. In May and June this year, the United States put pressure on restrictions The lithography machine giant ASML exports DUV lithography machines to China.
The United States embargoes chip equipment with 14-nanometer technology and below, and the meaning is very obvious: to cooperate with the "Chip Act" and the Chip Quartet Alliance launched by the United States, to encircle and suppress China in the field of chips .
To deal with the chip war in the United States, there is only one way out: domestic substitution!
Therefore, recently, the domestic chip industry has ushered in a large-scale anti-corruption. The president of the big fund, Gong Wenwu, was investigated, and many people related to the big fund were arrested.
At present, 14nm chips can cover more than 70% of the demand.
If China realizes the domestic replacement of 14nm chips, it is equivalent to declaring the failure of the US encirclement and suppression!
Therefore, China must seize the time to realize the full localization of 14nm chips as soon as possible. Key core technologies cannot be bought, only breakthroughs can be made.
Source: Semiconductor Industry Collection