1, Fuzhou Zhongfa ruled on Micron Technology issued a "ban in the case", part of its flash SSD and memory DRAM will be temporarily banned from sales in China. Micron derives nearly half of its revenue from the Chinese market and is a supplier of SSD modules to IT giants such as Alibaba.
2. Micron is being investigated for alleged price fixing and market manipulation.
3, the specific cause of Micron's chip ban may be related to national security and trade relations. Due to the importance of memory chips in the military, communications, electronic equipment and other fields, the U.S. government has been regulating the industry to safeguard the country's economic interests and security.
2, on the 8th of July, the European Commission adopted the 45 billion euro "European Chip Bill", which aims to ensure the chip supply chain resilience and reduce international dependence, and to enhance the EU's influence in the global semiconductor chip supply chain and the global value chain.
3, the bill in order to incentivise foreign companies to produce chips in the United States the reason why the U.S. will sign this bill, mainly to enhance the competitiveness of the U.S. technology and chip industry.
4, the need to elaborate from the following four aspects to analyse the $280 billion Chip Bill, in fact, what heart.
5, but the implementation of the Chip Bill, will be more competitive for the future of the chip, become a red sea, supply exceeds demand after 2024. Countries will tend to buy American chips. At the same time in the bill on the investment in research centres, but also to further quickly pull the United States and other countries on the generation and technology gap, so the long-term short Chinese semiconductor manufacturing.
6, it is predicted that 10 years later, 90% of the world's low-end chips will be manufactured by Chinese companies, the world chip manufacturing pattern will of course be profound changes.
1, Bloomberg reported on the 3rd, citing people familiar with the matter, the United States and the Netherlands this month will hold a new round of negotiations on restricting the export of advanced chip technology to China, the United States is expected to increase pressure on the Netherlands to prevent the Dutch photolithography machine producer Asmac (ASML) to supply China.
2, the latest U.S. policy on China's chips is to limit exports of semiconductor equipment and advanced computer chips to China. This includes exports of chips involving 5 nanometres and below (including 5 nanometres).
3, the restrictions will give domestic GPU and AI dedicated chip makers to provide a market test opportunity, China has the opportunity to find a breakthrough in the GPU high-end. As long as there is a breakthrough our country's chips can get better development. Secondly, there is a very important issue that is the lack of domestic manufacturers to participate in the industrial chain division of labour.
4, affected by the U.S. export ban on China, photolithography giant Asmac (ASML) in the Netherlands third-quarter order reduction in the Amsterdam Stock Exchange's share price recently plunged.
5. The U.S. is restricting exports of top chips to China. This thing happened to NVIDIA and AMD, the two chip companies, by the U.S. market requirements, NVIDIA and AMD will not be able to normal sale of appropriate top chips to China, this behaviour also directly led to NVIDIA and AMD's share price plummeted by more than 7%.
6, Reuters mentioned that the United States launched large-scale restrictions on China last October to strengthen export controls on China's advanced chip manufacturing equipment, and U.S. trade officials also claimed at the time that they expected the Netherlands and Japan to implement similar measures soon.
Without rare earths, the U.S. military would be dramatically weakened over the next three decades.
The United States is able to maintain its nuclear arsenal because it can get the resources it needs from other countries. If the relationship between China and the US becomes more and more tense, then the US will indeed be sanctioned by China in terms of resources, and in order to maintain the security of its nuclear arsenal, the US will definitely get the resources it wants from the side of its own allies.
China's rare earth reserves, which accounted for 71 per cent of the world's at most, now account for less than 23 per cent, reflecting the chaos and disorder in the domestic rare earth production industry. The Financial Times said China is considering taking up rare earth weapons against the United States, and the United States and is assessing how much China's cut-off of rare earth supplies will affect the U.S. military industry.
A ban on rare-earth exports would, at most, result in a significant increase in manufacturing costs and a recession for a certain period of time. But it is undeniable that if China really does not export rare earths to the United States, many of the U.S. economy will have to be reshuffled, and the economy will cause a lot of damage.
According to the latest news, China's domestic chip orders have soared, the demand for chips has soared by about 10 times, and has entered a state of oversupply. This is likely to increase the price of domestic chips, there will be more money to invest in chip research.
Since this year, the chip micro-controller orders are very hot, especially small home appliances chip micro-controller orders have been in a state of overflowing. Demand in the entire market has surged nearly 10 times, and more than 300 million orders have been received.
The U.S. chip giants rely on overseas factories is increasing day by day, in contrast to the pace of China's chip localisation is accelerating.