The US was scared of old china from China: what is the reason and what the "War of the CPU"
High -ranking EU officials and the US are afraid that in the future, Chinese companies can fill the market with outdated chips, displacing competitors of Western business competitors, as it happened with the solar panels. The same applies to energy saving, namely rechargeable systems. "The usual and not perfect chips are actively used in this area, which means China is leading here alone," said Peter Wennink, Chief Executive Director of ASML.
Despite the fact that President Joe Biden has introduced sanctions for the supply of high -tech equipment to China and connected to this mechanism Japan and the Netherlands, as the main suppliers of such equipment, Beijing began to invest huge money in the construction of new factories that are capable of producing new factories as a response The most pronounced "chips, but quite relevant processors of ten years ago, which are massively used in inexpensive electronics, military products and industry (in particular, for missiles and radars).
Beijing has currently invested billions in the production of so -called outdated chips that have not been banned and can be freely sold in the US and the EU. Chinese leader in the production of chips, semiconductor manufacturing International Corp. It received about 20% of last year's sales from clients from the US, including Qualcomm Inc. , despite the fact that the US government has introduced it to the black list, but there was no ban on supplying "old" chips.
According to SEMI trading groups, 26 factories using 200 and 300 mm diameter plates will be built in China by 2026, which can be compared with 16 plants in America. The answer from Washington is still not ready. "Information is going, the terms are considered," said Bloomberg interlocutor from Biden administration. The US and Europe are trying to establish their own production of chips to reduce Asia's dependence.
Governments have allocated public money to support local plants, including $ 52 billion, allocated by Biden administration to support local microelectronics producers. However, they are not yet very active in their investment in this segment, because they are afraid to compete with the affordable Chinese counterparts.
Investors are waiting for Baiden's decisions and the Union countries: what will be the response of the event to the expansion of Chinese outdated but such required chips? Earlier, the US, Japan and the Netherlands forbade the Chinese to supply lithographic equipment and technologies for production in the PRC. In response, China introduced restrictions on exports of Galium and germanium, which are crucial for the semiconductor, telecommunications and electric transport industry.