This time, the shift in the semiconductor “chip” landscape has truly unsettled the entire world!
On April 11, a notice from the China Semiconductor Industry Association sent the entire industry chain into a frenzy.
Breaking News: The rules for determining the origin of semiconductor products have undergone a major change; in the future, the focus will be on the “wafer production location”!
What does this mean? Simply put, the “nationality” of a chip will depend on where it is “born”.
No matter how powerful a chip design company is or how renowned its brand, if the chip is produced in China, it is genuinely “Made in China”!
It’s truly a brilliant “chess move”!
We must recognize that the world’s top chip design companies, from NVIDIA to AMD, all heavily rely on Chinese wafer fabs for production.
Now, you keep shouting about wanting to “choke us off”? Go ahead, try moving your production lines away!
This is clever! This move can be described as “using their own tactics against them”.
You want to sanction us? Fine, let’s play the “origin” game.
Chips produced in China are Chinese chips; this maneuver is both compliant and clever, akin to using “four taels to move a thousand pounds” in the business world!
Just look at the market reaction; as soon as this news broke, the semiconductor sector in the A-shares market soared!
Meanwhile, over in the US, chip stocks collectively plummeted, and Wall Street analysts were left scrambling.
It must be said, this really caught them off guard. Did you think monopolizing high-end chip design would allow you to do as you please? Sorry, without manufacturing, no matter how great the design, it’s just talk.
In fact, think about it: the most advanced wafer fabs in the world are either in Taiwan or mainland China. You so-called “chip giants” still have to obediently hand over the most critical production processes to China!
This new regulation can be seen as killing two birds with one stone.
First, it cleverly mitigates the US blockade. You want to cut off our chip supply? Fine, I’ll just declare that anything produced in China is a Chinese chip; what can you do about it?
Secondly, this will undoubtedly further stimulate the development of the domestic semiconductor industry. Just think, more international giants will transfer more production capacity to China to avoid risks.
Even better, this will force US chip companies to make a choice: either abandon China, the world’s largest market, or obediently accept the new rules.
This is not merely a simple adjustment of trade rules; it is clearly a grand chess game!
Remember last year when they were mocking China’s chip industry, saying we would be “forever falling behind”? Now, who’s laughing?
This is Chinese wisdom, overcoming the strong with the soft, winning with cleverness. It’s not about violent confrontation, but perfectly neutralizing the opponent’s attack within the rules.
Looking ahead, the impact of this new regulation will only grow.
Just think, as more chips are produced in China, our industrial chain will become more complete, and our technological accumulation will deepen. This is the true “curve overtaking”!
Now the world finally understands that in the semiconductor field, China is no longer the “technological novice” that can be easily bullied.
This move can only be described as: Chinese chips are truly powerful!
From now on, the balance of the global semiconductor industry will quietly change. This time, China has won respect with wisdom and rewritten the rules with strength.
Isn’t this what we have always pursued? Not to surpass, but to stand shoulder to shoulder; not to confront, but to achieve win-win.
Impressive, my country; this is the true demeanor of an “international chess player”!