Absurd! Can China's chip industry withstand Japan's restrictions on exporting 23 types of semiconductor equipment?

Tech 2023-05-26 13:09:52 Source: Network

Before reading this article, we sincerely invite you to click on "Follow" to facilitate your access to a series of high-quality articles at any time, as well as for discussion and sharing. Thank you for your support~Japan's restrictions on semiconductor equipment exports will inevitably backfire!Japan, which has always been regarded as an important link in the global semiconductor supply chain, recently announced a major decision to officially restrict the export of 23 key semiconductor equipment to China

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Japan's restrictions on semiconductor equipment exports will inevitably backfire!

Japan, which has always been regarded as an important link in the global semiconductor supply chain, recently announced a major decision to officially restrict the export of 23 key semiconductor equipment to China. This move is seen as a reshaping of the global semiconductor supply chain and has also brought enormous pressure to China's chip industry. Can China's chip industry withstand this situation? Under such serious challenges, can China find a path of innovation and autonomy?

Since the Japanese government officially announced export restrictions on 23 types of semiconductor equipment since 2023, the heat of this economic confrontation has not decreased. These restricted devices are important links in the global semiconductor industry chain, including etching equipment, CVD equipment, ALD equipment, coating equipment, and cleaning equipment.

The background of this decision lies in the intensification of global technological competition in recent years. Against the backdrop of Chinese technology companies such as Huawei constantly emerging and challenging global technological hegemony, Japan has also begun to examine its position in global technological competition. Especially in the semiconductor industry, Japan has always been one of the most important supply chain links in the world.

However, Japan's restrictions on China are not groundless. In the past few years, Japan's share of chip equipment in the Chinese market has been continuously declining, and China's own semiconductor industry development is also increasingly threatening Japan's market position. The restrictions on Japanese equipment exports to China this time are undoubtedly a major blow to the development of China's semiconductor industry.

Faced with this situation, the Chinese government did not sit idly by, but actively promoted the development of the local chip industry. China has clearly proposed to accelerate the pace of independent innovation to compensate for the shortcomings caused by reliance on foreign technology.

However, this transformation cannot be completed overnight. There are still many challenges that China needs to overcome. Firstly, some links in the Chinese chip industry chain still require imported equipment and materials. This means that China must quickly develop core equipment and materials with independent intellectual property rights. Although China has made significant progress in some fields, it still needs to catch up in high-end process equipment and materials.

Secondly, another issue facing China is the lack of technical talents. The semiconductor industry is a technology intensive industry that requires a large number of highly skilled workers and researchers. To fill this gap, China not only needs to increase its talent cultivation efforts, but also needs to attract more overseas talents to return home.

Finally, China still needs to handle its relations with other countries and regions around the world. Although Japan's restrictions have brought pressure to China, China cannot isolate itself. On the contrary, China needs to strengthen cooperation with other countries and regions to jointly promote the development of the global semiconductor industry.

Faced with these challenges, China's chip industry clearly needs to make greater efforts. However, I believe that China's chip industry can withstand it. History has proven that China has the ability to overcome difficulties and innovate itself. As long as we persist, I believe that China's chip industry can achieve greater success globally.

Although Japan's export restrictions may cause some trouble to China's chip industry in the short term, in the long run, such behavior may be more harmful to Japan itself. Because this may lead to China accelerating the development of its own semiconductor industry, thereby causing Japan to lose an important market.

Therefore, I believe Japan should reconsider its export restrictions on China. Instead of attempting to maintain its position in the global semiconductor industry by restricting technology exports, Japan should strengthen cooperation with other countries, including China, to jointly promote the development of the global semiconductor industry. Only in this way can Japan truly realize its long-term interests.

Faced with Japan's export restrictions, China's chip industry undoubtedly faces enormous challenges. However, I believe that China has the ability to address these challenges. Japan, on the other hand, also needs to reconsider its export restriction policies in order to seek a more reasonable and sustainable development path.

What is your opinion on Japan's official restrictions on exporting 23 types of semiconductor equipment? Please feel free to share it in the comments section.

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