中国光源技术突破后,美半导体协会急了,称不能缺席中国市场

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发布时间:2023-05-03 18:30

中国在光刻机领域传出突破光源技术的风声,这是光刻机产业的核心技术。听闻这一消息,美国半导体协会急了,协会总裁兼首席执行官约翰·纽菲尔在接受彭博社采访时说:“中国是我们最大的市场,我们不是唯一提出这一主张的行业,我们的观点是,我们不能缺席中国市场”。



中国的半导体产业正在迎头赶上

随着中国在光刻机领域传出突破光源技术的风声,美国半导体协会开始感到紧张。作为世界最大的半导体市场,中国一直是全球科技巨头争夺的焦点,而中国在光刻机技术突破,有可能让美国彻底失去这个市场。

半导体行业一直是美国科技产业的强项之一,也是美国公司在全球范围内的核心竞争力所在。然而,美国自己并不具备光刻机全产业的生产能力,主要倚仗欧美合作。随着中国科技实力的不断提升,在半导体领域开始对美国构成了越来越大的威胁。所以,美国出台了《芯片和科学法案》遏制中国。

可是中国在光刻机研发方面下定了决心,一旦研制成功,中国将成为全球唯一一个具备独立生产光刻机的国家。届时,美国对中国科技的封锁将面临彻底的失败。



美国专家威胁中国

美国一专家威胁中国不要继续研发光刻机,如果继续执迷不悟,中国很可能出现经济危机。该专家表示,如果中国继续执迷不悟研发光刻机,并忽视了外部威胁和意见,可能在未来几年内遭受灾难性打击。这一言论立即引起了国内自媒体的嘲讽。

中国目前正在投入大量资源和人力进行光刻机的研发工作,旨在提高自主创新能力和技术水平。虽然这是一个艰巨的任务,但也是对中国科技实力的重要考验。而美国的警告则更多地反映出了其担忧和恐惧。

事实上,一旦中国成功研制出光刻机,遭遇经济危机的很可能不是中国,而是美国及其欧洲的盟友,大量的芯片有可能沦为库存。而且,根据以往经验,中国一旦生产出光刻机,就会以低价销售。到时,荷兰的光刻机也将沦为卖不出去的废铁。



西方低价反攻的策略又要上演

中国一旦突破低端光刻机生产技术,西方必然降价销售低端光刻机,并低价倾销低端芯片,让中国光刻机产业无利可图,中国光刻机企业要保持清醒的头脑。中国在光刻机领域的发展,不可避免地会面临到来自西方国家的激烈竞争。所谓的“不可缺席中国市场”,不过就是为这种行为释放烟雾弹。

事实上,这种“低价竞争”的情况已经有过多次历史上的案例。当某个国家或者企业具备了先进的技术和生产能力时,其竞争对手通常采取压价、垄断市场等手段,以获取更大的市场份额。而倾销行为往往会导致价格下降,让企业利润最终被削弱。

中国企业应当保持头脑清醒,支持国产。政府也应当对国产光刻机生产企业进行补贴,让中国国产光刻机从低端迈向高端,然后再走出自己不一样的发展之路。

英文版:After China's breakthrough in light source technology, the American Semiconductor Association became anxious and stated that they cannot be absent from the Chinese market.

There were rumors in the light lithography industry that China has made a breakthrough in light source technology, which is the core technology of the industry. Upon hearing this news, the American Semiconductor Association became anxious. John Neuffer, President and CEO of the association, stated in an interview with Bloomberg: "There is our largest market, and we are not the only industry to express this view. Our position is that we cannot be absent from the Chinese market."

China's semiconductor industry is catching up fast

As rumors of China's breakthrough in light source technology in the lithography industry continue to circulate, the American Semiconductor Association is beginning to feel the pressure. As the world's largest semiconductor market, China has always been the focus of global tech giants' competition. However, China's breakthrough in lithography technology could result in the US losing this market completely.

The semiconductor industry has always been one of the strengths of the US tech industry and the core competitiveness of US companies worldwide. However, the US itself does not have the production capability for the entire lithography industry, mainly relying on cooperation between Europe and the US. With China's growing technological strength, it has begun to pose an increasingly significant threat to the US in the semiconductor field. Thus, the US has implemented the "CHIP Act" to contain China.

However, China has made a firm determination to develop lithography machines independently. Once successful, China will become the only country in the world with independent production capability for lithography machines. At that time, the US blockade of China's technology will face complete failure.

A US Expert Threatens China

A US expert threatens China not to continue developing lithography machines, stating that if China persists in doing so, it may face an economic crisis. The expert's comments immediately sparked ridicule from domestic media.

China is currently investing a lot of resources and manpower into the research and development of lithography machines in order to enhance its independent innovation capabilities and technological level. Although this is a difficult task, it is also an important test of China's scientific and technological strength. The US warning reflects more of its concerns and fears.

In fact, once China successfully develops lithography machines, it is more likely that the US and its European allies will face an economic crisis, as there could be a surplus of chips. Moreover, based on past experience, once China produces lithography machines, it will sell them at low prices. At that time, Dutch lithography machines will also become unsellable scrap metal.

The strategy of Western Low-Cost Counterattack is about to be staged again.

Once China breaks through the production technology of low-end lithography machines, the West will inevitably sell low-end lithography machines and dump low-cost chips, making China's lithography industry unprofitable. Chinese lithography companies should keep a clear head. China's development in the field of lithography machines will inevitably face fierce competition from Western countries. The so-called "can't be absent from the Chinese market" is just to release smokescreens for this behavior.

In fact, there have been many historical cases of such "low-price competition". When a country or company has advanced technology and production capacity, usually its competitors often use means such as lowering prices and monopolizing the market to gain a larger market share. Dumping behavior often leads to price reductions, ultimately weakening corporate profits.

Chinese companies should keep a clear head and support domestic production. The government should also subsidize domestic lithography machine manufacturers, allowing China's domestically made lithography machines to move from low-end to high-end, and then take a different path of development on its own.

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