Within just half a year, China broke through under the "cut-off" situation, sending a morale-boosting message to the world that the "choking" tactic no longer works on China.
Anshide China
Recently, Anshide China officially announced that the company has started producing wafers independently, and the product is the original product of ASMI in the Netherlands. Furthermore, based on its own R&D "12-inch platform," it has successfully achieved mass production of 12-inch wafer bipolar discrete devices. Additionally, new ESD protection devices tested using 12-inch wafers have also been successfully developed.
This sounds very professional and complex. In simple terms, after being cut off by Europe for half a year, the Chinese people took over this task themselves. The incident half a year ago might still be fresh in people's memories. The Dutch government suddenly seized control of Anshide Semiconductor from its Chinese parent company, Wintech Technology, and then suspended the supply of wafers to the Anshide China factory, trying to use the "cut-off" method to force the China branch to comply.
Many people were worried at the time because Anshide's original model was to produce wafers in Europe and transport them to China for chip packaging. In simple terms, wafers are the "raw material" of chips. Without raw materials, the packaging and testing factories would have to stop. But who could have imagined that the Chinese people were so capable. If they didn't want to give us, we would just produce it ourselves.
Anshide employees handling wafers
After being cut off, Anshide China turned to domestic wafer manufacturers in China, quickly restructured the supply chain, and achieved a transformation from "relying on Europe" to "rooting in the domestic market." Even more impressive is that within half a year, Anshide China delivered over 11 billion chips. That is, while being cut off and having accounts blocked, production never stopped.
Let's talk about our independently developed "12-inch wafer devices." It is not simply moving the existing 8-inch products onto 12-inch wafers. Instead, through the independent R&D of the "12-inch platform," the chip structure, process integration, and manufacturing processes have been comprehensively optimized and restructured. More importantly, Europe is still unable to do this now.
Anshide China's parent company, Wintech Technology
Now, Anshide China not only finds domestic wafer foundries for supply but also has the capability to mass-produce 12-inch devices. This means that the Dutch "cut-off" strategy has completely failed. More importantly, Anshide China has taken an important step toward independence, and Europe can only watch helplessly.
Initially, the Dutch government used a noble reason to take over Anshide, but everyone can see that this is part of the "decoupling from China" plan with the United States. Although Anshide Semiconductor is a Dutch company, its Chinese parent company, Wintech Technology, has long been listed on the U.S. Entity List. The Dutch move essentially serves as a partner to the U.S., aiming to cut off one link of China's semiconductor industry through administrative means.
Dutch Minister of Economic Affairs, Karel Manneke
However, China is no longer the China of twenty years ago. This breakthrough by Anshide China was not due to luck but the depth of its industrial chain. Now, Anshide China's powerful move tells the world that their calculation was wrong. In recent years, the West has often mentioned a word called "de-risking," meaning reducing dependence on China's industrial chain to avoid being "choked."
But ironically, after this incident, Anshide China has actually moved toward independence, while the European automotive industry still needs to find alternatives. Being cut off, having accounts blocked, and being watched by the whole world, most companies would have collapsed. But Anshide China not only survived but also carved out a path through blood and sweat. Not only did it win respect for itself, but it also made the world dare not look down on China anymore.
Original: toutiao.com/article/7615832380443591214/
Statement: This article represents the views of the author.