The United States attempted to use semiconductor technology to strangle China, but unexpectedly, China became stronger and stronger.

Recently, the authoritative media outlet CCTV's "News Weekly" revealed a重磅 piece of good news regarding the semiconductor industry chain.

The report exposed that Huawei's latest released product adopts its self-developed 5nm process Kirin X90 chip, which deeply collaborates with its independently developed HarmonyOS system, achieving full-chain autonomy and controllability from hardware to software.

These brief words in the report are like glimpses, containing a lot of information.

The Kirin X90 chip adopts self-developed 5nm process, which means that the domestic high-end semiconductor industry chain has achieved autonomy and controllability in areas such as chip design, equipment, manufacturing, materials, and packaging.

Based on our official habit of speaking three parts and revealing one, the most advanced 3nm or even 2nm process chips should also be close to completion.

This is a result that even the most optimistic people did not expect, let alone those who constantly belittle China's semiconductor industry.

In 2018, former U.S. President Donald Trump ordered a blockade of China's chip supply, claiming to use semiconductor technology to choke China's "neck," causing China's technological industry to stagnate or even collapse.

At that time, there was mourning both inside and outside the industry, with cries of despair everywhere.

Especially our leading enterprise Huawei fell into a survival crisis due to the extreme U.S. restrictions.

On September 15, 2020, the U.S. government forcibly ordered TSMC, ARM, and other companies to stop cooperating with Huawei, prohibiting Huawei from using EDA software, attempting to suffocate "the brightest star" on Zhonghua Street.

In particular, TSMC's suspension of supply was particularly ruthless, and many semiconductor insiders analyzed it anyway, feeling that Huawei was in a dead end.

A Zhihu user named "Memories of a Small Town" boldly predicted that Huawei would likely go bankrupt or reorganize its personnel within 3 years.

Like this "Memories of a Small Town," some people domestically not only do not look forward to it but also maliciously slander Huawei for "not following rules" and frivolously joke about Huawei being "white-eyed when choked and leading the way when released."

Among those who belittle Huawei, there are academicians, experts, and professors.

Look at what Academician He said, you can see how much they hope Huawei will be choked by the U.S.

Of course, more patriotic citizens support the bullied Chinese enterprises in various ways and on all fronts through practical actions.

To support Huawei, that year I purchased four Huawei phones at once, determined to reverse the situation together with Huawei.

It turns out that the Chinese semiconductor industry represented by Huawei is truly worthy of pride, not disappointing us loyal supporters.

On August 29, 2023, Huawei suddenly released the Mate 60 smartphone equipped with a high-end Kirin chip, shocking the world.

This day happened to be the day when U.S. Commerce Secretary Gina Raimondo visited China, and she was jokingly called the strongest spokesperson for Huawei smartphones.

Silence speaks louder than words. The usually low-profile China showed its determination to the U.S. with this action.

However, there were still people lacking confidence looking for fathers for the Kirin chip, believing it was manufactured by a third-party company through TSMC.

Two years later, as Huawei continuously released products equipped with high-end chips, these skeptics were silenced.

This authoritative report from CCTV merely confirmed people's speculations from an official perspective.

Along with this change, the Sino-U.S. tech war will shift from a technological competition to a market competition, and the U.S. strategy will transition from throttling technology to strangling the market.

Spring water warms first, ducks feel it first. Such changes have been evident for some time now.

In 2024, China's chip exports reached 1.15 trillion yuan, breaking through the trillion mark for the first time, growing by 16.9%, and taking the top spot globally.

Before leaving office, former U.S. President Joe Biden announced a Section 301 investigation targeting China's foundational semiconductors (mature process chips), covering intellectual property protection, technology transfer, market access, tariff barriers, and subsidy practices.

This means that China's mature process chips have started competing with the U.S. in the market.

On May 13, the Bureau of Industry and Security (BIS) under the U.S. Department of Commerce announced stricter measures to strengthen global semiconductor export controls, prohibiting countries worldwide from using Huawei's Ascend chips.

Surprised? Thrilled?

This indicates that China's high-end process chips have begun competing with the U.S. in the market.

However, the Trump administration still fantasized about choking China in the artificial intelligence chip sector where it still had an advantage.

On April 16, NVIDIA confirmed that its "crippled" AI chip H20 designed for the Chinese market has been included in the U.S. ban on sales to China.

Yesterday, NVIDIA announced the release of a new AI chip based on the Blackwell architecture for the Chinese market, priced significantly lower than the previous H20 chip, expected to begin mass production as early as June.

This is NVIDIA's product after three rounds of "castration." Although I'm not sure if it can capture any market share against Ascend chips, I strongly recommend that relevant national departments prohibit the sale of this chip for the following reasons:

First, reciprocity is essential; we shouldn't give the U.S. chip market without reciprocation;

Second, AI chips from companies like Huawei, Cambricon, and Moore Threads can provide better-performing chips than Blackwell, though temporarily constrained by capacity and immature ecosystems. We should reserve precious market space for domestic enterprises to help China's AI chip ecosystem mature quickly;

Third, NVIDIA's chips are manufactured by Taiwan's TSMC. Supporting NVIDIA's "crippled" chips not only fills the coffers of the separatist pseudo-government but also suppresses our AI chip enterprises and curbs our chip manufacturing enterprises.

With proper strategies, I believe we will outperform American products in the high-end chip field within two to three years.

By then, the U.S. will lose its last card in the technological domain, and the battle across the Taiwan Strait may truly begin.

Original source: https://www.toutiao.com/article/7508571244954927667/

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