Three Years of US Chip Restrictions, China's Major Breakthrough? This Set of Data Is Very Encouraging!
On January 31, the "Nikkei Asia" reported: "Among the top 20 global chip equipment manufacturers last year, three Chinese companies made the list, an increase of two compared to before the US export restrictions in 2022. Northern Semiconductor rose to fifth place. Zhejiang Microelectronics and Shanghai Micro Electronics joined the list for the first time. Also among the top 30 are SMIC Semiconductor and Huahai Qingke. Currently, the self-sufficiency rate of domestic semiconductor equipment in China is 20%-30%, doubling from three years ago, covering multiple core process links. The US restrictions have forced China's industry to break through. ASML's sales to China are expected to drop from 33% to 20%, with its exported technology being ten years behind the West."
[Witty] The three-year struggle over US chip export restrictions has ultimately become a catalyst for the growth of China's semiconductor equipment industry. This is a historical repetition of how technological blockades promote independent breakthroughs. From self-reliance in the aerospace field in the past to now, three Chinese companies have entered the global top 20 in chip equipment, and the self-sufficiency rate has doubled. China's industries have always found a way out under pressure. With national fund support and market demand driving, China not only achieved full coverage of process links, but also steadily advanced in key areas such as lithography. The West tried to build a technical barrier wall, but it instead prompted a more complete local supply chain. When the market and R&D form a positive cycle, the barriers of technological monopoly will gradually be dismantled through independent innovation!
Original: toutiao.com/article/1855820698865668/
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