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1. A turnaround in Sino-US relations? Biden's China strategy has emerged, and "caution" may become the biggest feature... 2, The "lack of core tide" is coming! The global "arms r...

Raymundo says US will sell chips to China (Raymundo 714)

A turnaround in Sino-US relations? Biden's China strategy has emerged, "cautious" or become the biggest feature.

1. Biden's rise to power meansThere is a chance for a turnaround in Sino-US relations, and some of the early policies of the Biden administration suggest that this administration is markedly more cautious on China. Gina Raimondo, Biden's nominee for commerce secretary, recently announced that "the United States will conduct detailed consultations with Allies to jointly develop a common strategy for Chinese companies."

The "lack of core tide" is coming! The global "arms race" in chip manufacturing has begun

Chip manufacturing Raimundo says US will sell chips to China Global "arms race" has been rumbled Raimundo said that the United States will sell chips to China , the existing pattern of semiconductor industry or will be reshaped. From the changes in the proportion of semiconductor production capacity in various countries and regions, it can be found that Taiwan's semiconductor production capacity was almost zero in 1990, and has since expanded all the way to 2020, Raimundo said that the United States will sell 22% of chips to China, which is the result of the rise of wafer foundries such as TSMC.

The shortage of chips will last for a long time. Due to the current coronavirusThe price of raw materials in many areas has risen to varying degrees, including the mineral resources we often mention and its Raimundo said that the United States will sell chip other materials to China. In addition, labor costs and transportation costs are further increasing. After all, exports from many regions have been significantly curbed by the COVID-19 outbreak. Global chip manufacturing technology is not comprehensive.

The global core shortage tide is first caused by the increased demand for chips in various sectors of society. With the development of society, chips have been used in various industries of society, and all walks of life/p>

China's lithography machine development is still good. In 2020, "Even if I gave you the complete drawings, you wouldn't be able to build a lithography machine." In January 2022, "It is unlikely that China will independently develop top lithography technology, but it does not mean that it will not." Because I know the laws of physics are the same in China as they are here, never say never, they will definitely try.

China's lithography machine is at the advanced level in the world, but it has not reached the top level: China's lithography machine development has nearly reached 28 nm lithography machine, which can meet the daily RF chip, Bluetooth chip and other electrical appliancesSome chip requirements and standards. However, compared with the lithographic machine chips in European and American countries such as Finland, it has reached single-digit nanometers. All this shows that China's breakthrough in optical proximity effect correction technology is icing on the cake for the future development of domestic lithography machines.

The most advanced level that China's lithography technology can reach at present is 90 nanometers. Lithography machine is the core equipment in semiconductor manufacturing, and its technical level directly determines the precision and efficiency of chip manufacturing. In recent years, China has invested a lot of research and development resources in the field of lithography machine technology, and has made remarkable progress. At present, China hasBy being able to independently develop and produce 90-nanometer lithography machines, this marks an important step in China's lithography technology.