2020年10月14日星期三

The global chip industry departs from the American trend

 With American technology, you can't sell China. This is today's US hegemony and long-arm jurisdiction over global multinationals.




 This kind of domineering, is not the global company is willing to accept. This kind of bullying of other companies has already brought about the abandonment of American technology.

 China is the world's largest chip market, which directly allows many companies around the world to continue selling China by beginning to consider building products that do not use American technology.

 This is the current global chip industry has appeared the trend of de-Americanization.

As the world's largest importer and consumer of chips, China imports more than $300 billion a year, which has been an "irreplaceable" position for many of the world's chip giants. But since 2018, the United States has been placing more and more Chinese technology companies, such as ZTE and Huawei, on the "physical list ", restricting cooperation between U.S. local companies and Chinese companies on these lists. Since 19 years ago, companies around the world have had to listen to the u.s. as trade between global and chinese-related companies has been restricted.

What is the end of this American bullying that makes global companies obedient?

Things don't seem to go exactly the way Americans think.

As the top ten semiconductor manufacturers in the world, Infineon has always been in TOP1、TOP2 position in the security chip market, has a great reputation in the security chip market, in the field of analog and hybrid signals, radio frequency, power and embedded control devices, have directly mastered the most advanced technology; While Infineon also inevitably uses U.S. technology and equipment in designing and manufacturing related chip products, according to German media reports :" Infineon does not care about the U.S. chip ban, because in the future Infineon will promote a group of non-American semiconductor companies to "beautify" action, so as to achieve the goal of continuing to expand the Chinese chip market layout. Germany's semiconductor giant Infineon recently looked at the "big cake" in the Chinese market. Most of China's chip imports come from American companies, and this time they refuse to supply to let Germany see the opportunity. Infineon's CEO later said: their core technology is registered in Germany and Australia ,100% control of their own technology.

 Not only did infineon, germany, say it would gradually "beautify ", but dassault, a french software giant, said publicly :" future companies will also gradually beautify to ensure that they can continue to serve asian customers ." More than 90% of the world's aircraft use Dassault Systems.

TSMC, which has been affected by new U.S. orders this year, also has its own ideas. A new decision was announced on september 23rd by tsmc chairman liu deyin, who said in an interview that the global semiconductor industry chain had been affected Huawei the supply restrictions, and that companies around the pacific had begun to build their own supply chains, and tsmc, the world's largest chip contract giant, had begun its new decision to use engineers to improve its technology and thus improve its technology.

American trade restrictions on multinational companies have taught many multinationals the dangers and adverse consequences of using American technology. For a long time, America's long-arm jurisdiction has been increasingly abused, but often has to follow some seemingly past "rationality" factors. For example, overseas anti-corruption still presupposes the existence of corruption in overseas transactions, and strict export controls used to be directed mainly at countries with "terrorism" factors.

But in recent years, the long-arm jurisdiction of the United States has become obviously less just and reasonable and legal, and has been a great power competition, unreasonable suppression, arbitrary command of global enterprises to listen to it. And this is huge benefit harm to global multinational enterprise. The vast majority of multinational enterprises do not want to participate in the competition between China and the United States, most of them want to continue to have a huge market in China, and it is not what they want to let these multinational enterprises with more or less American technology listen to the United States. Many of their companies have much greater market interests in China than in the United States.

At the same time, China's continued adherence to reform and opening up has also given global multinational enterprises confidence. China's market remains open to the world, giving clear expectations (not just slogans) to multinational companies in Europe and East Asian countries, not simply "domestic substitution" to deal with American bullying. Instead, it continues to welcome global excellence to embrace the Chinese market, providing global multinationals with a stable and reliable expectation of de-Americanization of technology.

 This stable expectation of China's continued openness and tolerance will cause many multinational enterprises to achieve further beautification. For non-US multinationals, de-Americanization of technology can guarantee continued access to the two largest markets in the United States and China, the outcome of which is their most idealized outcome.

The trend of de-Americanization in the global chip industry, I think, is only the beginning. In time, the United States will understand that his global bullying prohibits the global use of American technology multinational enterprises and China to trade with the bandits, will only eat the fruit.


没有评论:

发表评论