Two pieces of news have come that the current development status of the semiconductor industry in China and the United States is that the global sales of Chinese chips are only 7%

Tech 2023-05-15 13:57:46 Source: Network

Recently, two pieces of news have come from the United States, attracting the attention of many professionals and enthusiasts in the technology industry. These two news are respectively the development of semiconductors in the United States in 2022 announced by the American Semiconductor Association, and a key technological breakthrough recently achieved by the Massachusetts Institute of Technology in the United States

Recently, two pieces of news have come from the United States, attracting the attention of many professionals and enthusiasts in the technology industry. These two news are respectively the development of semiconductors in the United States in 2022 announced by the American Semiconductor Association, and a key technological breakthrough recently achieved by the Massachusetts Institute of Technology in the United States.

Development of Semiconductors in the United States

2022Development of Semiconductors in the United States202248%7%

In fact, since the development of the semiconductor industry, the United States has always held a significant advantage. With its first mover advantage, the development of the semiconductor industry in the United States can be said to have always been in a global leading position. However, this does not mean that the United States has no competitors in the semiconductor field.

Around the 1980s, Japanese semiconductors emerged and seized a significant portion of the international market, leading to a sharp decline in the market share of American semiconductors in the global market. If it weren't for the various measures taken by the United States to suppress and restrict the development of Japanese semiconductors at that time, the competitiveness and market share of American semiconductors in the international market would definitely not have been able to maintain the current situation.

Moreover, in today's semiconductor market, the United States also has many competitors.

In terms of semiconductor equipment such as lithography machines, the most advanced technology is in the hands of ASML company in the Netherlands. In the field of wafer foundry, TSMC in Taiwan, China and Samsung in South Korea are stronger than Intel in the United States. In the field of chip design, Huawei in China has also caught up with or even gradually surpassed Qualcomm in the United States. In the field of communication, Huawei in China is even the world's first enterprise to achieve large-scale commercial use of 5G.

In terms of overall strength and comprehensive development in the semiconductor industry, China's semiconductor industry is gradually catching up. After Huawei was restricted and sanctioned by the United States, it has been investing heavily in technological research in the semiconductor field, and has also opened up relevant domestic industrial chains, achieving significant breakthroughs in multiple fields such as new materials and terminal manufacturing.

Although many companies are currently stronger than the United States in a certain aspect of the semiconductor industry internationally, they have not formed a complete industrial chain and cannot form a complete industrial chain in their respective countries or regions. They need to rely on international supply chains and have sufficient control in the hands of the United States.

However, the semiconductor industry in China is different. In various fields such as semiconductor equipment, materials, chip design, and chip packaging, China has strong enterprises, and some of them have even reached the world's top presence in certain fields. Therefore, the dependence of China's semiconductor industry on the international supply chain is gradually decreasing, and the United States cannot continue to restrict the development of China's semiconductor industry. This is also why the United States has been suppressing China's semiconductor industry through various means in recent years, fearing that the development of China's semiconductor industry will threaten the current position of the United States in the semiconductor industry.

Technological Breakthroughs at MIT

According to relevant data, the annual growth rate of research and development funds invested by the United States in the semiconductor field is around 7%. In 2022, the United States even invested $60 billion in the semiconductor field, ranking first in the world.

With a large amount of investment, the United States has also made many good progress in the semiconductor field. For example, recently there was news from the Massachusetts Institute of Technology that an atomic level transistor based on molybdenum disulfide has been successfully developed. Compared with the silicon based transistors currently in use, atomic level transistors based on molybdenum disulfide have better integration and performance.

In terms of technology alone, this technology has not significantly changed the current pattern of the international semiconductor industry. Therefore, this technology is still in the laboratory stage, and there is still a certain distance from large-scale production and commercial use. However, we must pay attention to the significance behind this technology.

The main reason is that among the research and development team of this technology, the top researcher is a Chinese American. Considering that there are 250000 Chinese Americans working in Silicon Valley in the United States and 20000 people from China's top university, Qingbei, the brain drain in China is still in a relatively large scale.

The research and development of any technology naturally cannot do without the support of funds and research environment, but it also cannot do without the support of researchers. China's development in basic education and higher education can be said to be very rapid, reaching the world's top level. Every year, a large number of researchers appear, but there are still some problems in China's talent retention and return.

Therefore, the most noteworthy aspect of MIT's technological breakthrough is not the technology itself, but the retention of Chinese talents. Because any technology is developed by humans, it doesn't matter if it's outdated. What matters is how to cultivate more talents, retain more talents, and engage them in scientific research.

Of course, with the development of time, China is currently doing better in talent attraction. Many cities have introduced various policies to attract more talents to join.

In the field of semiconductors, although the United States has a first mover advantage and remains at the world's top level in multiple technological aspects, this does not mean that China's semiconductor industry prospects are not good. On the contrary, under the pressure of the United States, Chinese semiconductors are accelerating their development and forming a complete industrial chain. What do you think of this?

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