According to the report of Globegroup, in order to curb the rise of China's chip industry, the United States not only introduced various laws to prohibit the flow of advanced chips and production equipment into China, but also put pressure on other countries to introduce similar control measures as the United States. However, this kind of "hegemonic" action attracted its allies to scold "bullies" behind their backs, and European chip giants said frankly: stay in China.
US Restrictions on Chip Exports to China
European chip giants say they will stay in China
In order to limit the development of China's advanced computer technology and artificial intelligence, the United States introduced a new round of control measures in October this year. European chip companies are generally worried that such increasingly tense geopolitical factors will disrupt the normal operation of enterprises in the Chinese market. Moreover, the control measures in the United States are still being adjusted, which makes it increasingly difficult for European chip companies to adapt. The British media pointed out in the report that the Biden government was also trying to persuade Japan and the Netherlands to sign a tripartite agreement to block China's development of advanced chips for military applications.
Influenced by various chip control measures in the United States, European chip enterprises have to face the situation of "side selection".The presidents of European semiconductor giants Infineon, NXP and Italian French Semiconductor said, although the United States imposes export restrictions on Chinese semiconductors,But they do not intend to abandon the Chinese marketIt is to seek development in the process of adapting to changes in rules. Because China is the second largest economy in the world, and the turnover of the Chinese market accounts for 30% of its total income, maintaining stable income is the current top priority.
Asma refuses to be wooed by the United States
US Restricted Chips to China Are Criticized as "Bullies"
In order to make the restrictive measures more effective, the United States intended to attract Tokyo Electronics of Japan and Asme of the Netherlands to join the "team", but in the relevant agreements, the United States directly raised the threshold to a more mature technical scope. Therefore, not only did the two companies not make concessions, but also persuaded other countries not to comply with the requirements of the United States and tried to dissuade their respective governments from adhering to their independent positions.
People familiar with the Netherlands said that they were very upset by the US approach. It was easy for the US to restrict China, but the Netherlands was in a dilemma,This behavior is "like a bully"。 Japan feels that despite the introduction of relevant control measures, the United States may find other ways to continue doing business with China, but it is difficult for other countries to say. Therefore, Japan's approach is not to explicitly refuse, but it will not take concrete action.
American officials said that chip control measures would be meaningless if allies did not participate, but if other countries were forced to comply, it would be alienating the relationship between the United States and Europe as well as some Asian swing countries, becauseNo matter for economic or political reasons, we don't want to confront China, so the so-called agreement is difficult to reach.
The American control chip makes Nvidia call "injured" directly
Restriction on Chinese Chips and Backfire on American Enterprises
Apart from the dissatisfaction expressed by Europe and its allies,Even chip companies in the United States call themselves "injured"。 After receiving the control measures for China to sell chips of 14nm and below, Nvidia said that the measures would result in a loss of $400 million this quarter. According to the financial statements issued by the Company,Last year's total turnover was 26.91 billion US dollars, with 26.4% of the turnover in mainland China and Hong Kong。 Influenced by the control measures in the United States, Nvidia's stock market suffered a setback and its market value evaporated by nearly $28.8 billion.
American media pointed out that in the past, American enterprises chose to support various measures of the United States for the protection of intellectual property rights. But now, the increasingly strict control laws involve hundreds of billions of dollars in funds, gradually consuming the support of American chip enterprises for the American government's practices. At present, China has become the most important chip market in the world. However, the United States violates the development law of the chip industry chain and "weaponizes" high and new technologies. Such unpopular behavior against the current will inevitably end in failure.