Wu Wei: SMIC has become the "nail in the eyes" in the United States because of this key technology

Direct news: According to US media reports, the US Department of Commerce is studying the so -called "precise sanctions" plan for SMIC in the Chinese chip industry. What do you observe this?

Special commentator Wu Wei: US Secretary of Commerce Raymond Doro is very domineering: If the US chip manufacturer is "closed" if the US chip manufacturer ignores the US -Russian embargo clause. Everyone has a product, a business minister talks like a defense minister, which is too "American". Let's not say whether the US Department of Commerce has this ability to close a Chinese listed company, so I really need to take a good look at what the US government thinks.

Since Trump came to power, the intensity of the game of China and the United States has been upgraded and has spread to the fields of economy and trade, science and technology, and specifically manifested as the "trade war" and "science and technology war". The underlying logic of the United States is to use national public instruments to comprehensively suppress competitors, trying to break the rhythm of an emerging country in order to create the internal economic confusion and delayed scientific research research.

So how did the chip industry become the main battlefield of the game? At this moment, you may wish to look around your own. The cars you take, the mobile phones, computers, vacuum cleaners and even the alarm clock on your bed have chips. The scope of the chip industry has exceeded our imagination. State -owned weapons, consumer goods, and even production tools are inseparable from chips. The economic volume, industry -university -research, and even employment markets carried by the chip industry chain are extremely large. We can even say no exaggeration to say that the rise of the chip industry is the core achievement of the third industrial revolution of the human beings, and the next industrial revolution will inevitably allow the chip industry to fully integrate into human production and life. The depth and breadth of this integration will be today. It is difficult for people to imagine. Because of this, when the rise and fall of the chip industry is closely linked to the future and fate of the national nation, it will become the new frontier of the game of great powers.

So how did SMIC become the "eye nail" of the US government? In fact, as long as we need to reopen Huawei's story, we can understand the key. In the past few years, the US government used the "National Tool Box" to launch a comprehensive suppression of Huawei. It happened that Huawei was at a critical moment when Huawei initiated a sprint to the global electronic consumer goods market. The 5G industry is about to lead the global telecommunications industry's innovation. Looking back, SMIC has overcome 14 nanometer processes, and is at a critical moment when the 7 -nanometer -based production capacity climb. In other words, the "difference" of SMIC and the first echelon TSMC and Samsung has narrowed to the level of "looking at it". At this critical moment of "will be strong and not strong", the United States certainly wants to kill you. Isn't this a microcosm of the United States' obstacles to the great rejuvenation of the Chinese nation?

Direct news: So in your opinion, what is the killing logic of SMIC's "precise sanctions" for SMIC?

Special commentator Wu Wei: SMIC's current main business is divided into two sectors, the big head is a foundry foundry, and the other is chip design. Judging from the statement of the US Department of Commerce, they pointed their spearheads mainly to the wafer foundry. Further refinement is to strangle the advanced logic process process of SMIC, which is mainly reflected in 14 nanometers and more advanced 7 -nanometer processes.

In my opinion, Americans's killing logic is two keywords: disconnection and selling.

Where does the chip come from? In a word, summarize: a fantasy drift of sand. Of course, from the sand to the chip to the chip, it is by no means a trick, and it needs to go through a rigorous and complex manufacturing process. The manufacturing process itself has a very detailed industrial chain. It involves a series of manufacturing tools, raw materials, and processing materials such as chip production, chip processing, chip packaging. It's not appropriate to fight, just like you want to fry a steak, you can't start all the best from raising cattle and cows, right? This requires a kind of complicated industrial chain as support. This is also the fundamental reason why the semiconductor industry can only thrive on economic globalization soil. In the layout of this processing industry chain, no steps will be abandoned before.

Broken supply becomes a sharp blade. Now Americans have turned their attention to the optical carved machine. In addition, there are etching machines, polishing materials, light mask versions, lithographic glue, wet electronic chemicals, targets, and so on. If Lin Lin always wants to rely on a country to master, it needs not only a large amount of funds, but also a lot of trial and error time. Even if you have formed a technological breakthrough at a certain time in the future, the matching chip process may have been eliminated by the mainstream market. Therefore, the semiconductor industry relies heavily on international cooperation, and everyone picks up firewood. This is why American manufacturers sneer at Trump and even the Bayeng government's fight against China technology, which is essentially a common cake.

Another key is product sales. Unlike the cutting -edge technology of the military industry, it has strong national funds to invest, and many projects have to do it even if they lose money. The chip manufacturing industry rely more on a huge consumer market to digest early investment. Looking at the world, the top advanced manufacturing industry has obtained capital to launch charge to the next technical high after a huge market. In other words, to stifle a new type of enterprise, you can "starve to death" if you can't sell its products.

One detail is worthy of attention.Right now, the first echelon of chip manufacturing Taicheng and Samsung are busy promoting the expansion of 5 -nanometer chips and 3mm. A large number of production lines are occupied by super brands such as Intel, NVIDIA, and AMD.The market demand for chips from 7 to 28 -nanometer process is still huge, which brings SMIC's market dividend to SMIC.In this sense, how to eat this cake and be full has become a period of strategic opportunity for SMIC for a period of time.And the U.S. government also saw this scene, maybe more conspiracy is brewing.Author 丨 Wu Wei, Senior News, Special commentator of Shenzhen Satellite TV "Hong Kong, Macao and Taiwan"

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