Military Review

The American press writes about the unleashing of Washington's "semiconductor war" with China

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The American press writes about the unleashing of Washington's "semiconductor war" with China

The US administration recently introduced new export regulations. Their main goal is to deprive China of the ability to import the most advanced Western-made semiconductors. This is reported by the American edition of The New York Times. Since various restrictions on trade with China have been introduced before, in fact, we are talking about a full-fledged technological war against China.


American analyst Thomas Friedman, who published an article in the NYT, considers what is happening to be a “war on two fronts”, with a “semiconductor war” unfolding with China. In Ukraine, the United States got involved in a military confrontation with Russia, albeit indirectly. America not only supplies weapon and invests a lot of money in Ukraine, but also sends mercenaries. As recently as yesterday, the US State Department acknowledged the death of another American.

As for China, the war with it is still of an economic nature. Contrary to popular belief, the American opposition to Beijing has practically nothing to do with the events around Taiwan. Only the economy, the fear of losing a leading position in a number of areas of the global market.

The face of the information age is determined by semiconductors. The best chips in the world clearly give all the advantages to the country that develops and manufactures them. She will have the best weapons, the best enterprises, the most advanced computers. Today, in the field of semiconductors, the countries under the control of the United States, such as Taiwan, are leading. However, China is trying to catch up with the world leaders in the field of semiconductors. That is why, in order to stop Beijing, the US has adopted new rules restricting the import of semiconductors into China.

These restrictions are evidence that the United States is striving not only for military-political and economic, but also for scientific and technological hegemony in the modern world. Analyst Paul Triolo believes that the main goal of the US, if these rules are followed, is to prevent China from developing in the field of high-performance computing.


TSMC Hsinchu Manufacturing Building

Under the new rules, in addition to export restrictions, American scientists and engineers are expressly banned from participating in the production of chips by Chinese companies without special permission. Even if a US citizen works in China, these rules apply to him. And here is evidence of US attempts to totally dominate the world: the rules prohibit not only American, but also, attention, non-American companies from supplying equipment or software to Chinese organizations included in a special list.

Because semiconductors are produced by a broad coalition of companies from Japan, Taiwan, and South Korea rather than by American industry, this requirement is very important. Taiwanese TSMC is considered the world's leading semiconductor manufacturer, as all members of the "chip coalition" trust it with their secrets, and it uses them for the benefit of this "coalition".

Under the ban on the export of the latest semiconductors, China can only "poke around" to try to make such chips on its own. Well, no one canceled industrial espionage, of course. Meanwhile, it cannot be said that the US itself is in an advantageous position in the production of semiconductors: 90% of the chips are purchased from the Taiwanese company TSMC and 10% from the Korean Samsung. Therefore, American rules actually mean imposing the will of the United States on other countries, the companies from which produce the most advanced microcircuits.
Author:
Photos used:
Wikipedia / Uploaded by Duk, Arusanov.
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  1. Arkadich
    Arkadich 14 October 2022 08: 45
    -2
    They quarrel, figuratively speaking, "world" brains and "world" hands. We stock up on popcorn and watch the series, either the brains will flow to China, or the US will be able to work with its hands.
    1. mitroha
      mitroha 14 October 2022 09: 01
      0
      Taiwanese TSMC is considered the world's leading semiconductor manufacturer, as all members of the "chip coalition" trust it with their secrets, and it uses them for the benefit of this "coalition".

      The Americans are doing everything so that China will return Taiwan to its arms
  2. Revolver
    Revolver 14 October 2022 08: 48
    0
    The production is Taiwanese, but the documentation is all American, the Taiwanese are just performers, they themselves do not invent anything. And accordingly, America has the right to prohibit the supply of products based on American intellectual property to certain countries.
    And, by the way, this is precisely why Taiwan will not be given to China on any terms, and they will fight for it if it is necessary to fight to the bitter end, and they will attract allies like Japan and NATO. In contrast to the non-country 404, in which America fights with the hands of the Ukrainians, and under certain conditions, it can surrender it in parts or even entirely rather than send its troops into battle with unclear prospects and goals.
    1. mitroha
      mitroha 14 October 2022 09: 09
      -2
      Quote: Nagan
      American intellectual property

      And who are the engineers who design the chips? Oh the Americans. laughing In general, in connection with the violation by the United States of all the rules of "fair trade and competition", a bolt on intellectual property yes
      1. ramzay21
        ramzay21 14 October 2022 09: 16
        +3
        You are joking in vain, many of the key technologies of modern chips belong to the Americans and the Americans are actively transferring chip production to the United States, and it's not about intellectual property, but about the equipment that the Chinese do not have.
        1. mitroha
          mitroha 14 October 2022 09: 41
          -10
          Quote: ramzay21
          You are fooling around in vain

          You are mistaken
          Quote: ramzay21
          and in the equipment of which the Chinese do not have.

          Not even funny. Taiwan has it, and Taiwan is China, for a second
          1. NG inform
            NG inform 17 October 2022 13: 08
            0
            In Taiwan, it was brought from outside, and most likely requires constant updating of licenses for operation. Taiwan is China only on some pieces of paper. In reality, no.
            I saw this kitchen from the inside (been to the red zones). The Chinese are given a piece of paper on which it is written what to press in order to get the result. The corporation itself, which owns it, literally does not know what is inside, neither in the machines, nor in its own processors.
        2. vladcub
          vladcub 14 October 2022 10: 56
          +1
          They act smart.
          Need to develop industrial equipment
        3. Johnson Smithson
          Johnson Smithson 14 October 2022 13: 13
          -1
          many of the key technologies of modern chips belong to the Americans and the Americans are actively transferring chip production to the United States, and this is not about intellectual property, but about the equipment that the Chinese do not have.

          The key equipment for the production of chips is made by Japan and the Netherlands, and the US itself buys machines from them for its production.

          The US itself does not produce machines of this level.

          As for China, they are also producing machine tools, not yet of such a level, but every year they are improving and may soon reach the level of the Netherlands.
          For a moment, China has invested 1,5 trillion dollars in the development of its production.
          1. DienBienPhu
            DienBienPhu 14 October 2022 17: 32
            0
            Chip production requires many different machines, photolithography being just one of them. ASML photolithography also uses American components, check out Lam Research and Applied Materials.
            1. Johnson Smithson
              Johnson Smithson 15 October 2022 06: 45
              0
              Chip production requires many different machines, photolithography being just one of them.

              Suddenly, China already produces all this many cars.

              Photolithography in chip production is the most difficult, and China is still lagging behind only in this area. But he also makes his own machines for photolithography, but so far only up to 28nm, the next series of machines is already being prepared for 10nm.

              ASML photolithography also uses American components

              So what? Now any equipment uses someone else's components, even US military equipment uses Chinese chips, which recently caused a scandal.

              It was about the machines themselves, and not about the components that can be replaced. The United States does not produce such machines and the United States does not have the know-how for them.
              1. NG inform
                NG inform 17 October 2022 13: 14
                0
                The US controls all manufacturers. The situation is even worse - the US controls, among other things, significant domestic Chinese factories. About this and the article that the United States banned - Chinese companies complied. The United States has been bent over by the largest Chinese companies since 2018, and China cannot do anything about it, and does not really seek to.
            2. Johnson Smithson
              Johnson Smithson 15 October 2022 07: 10
              0
              New generation of Chinese machine tools, already at 10nm
              http://www.tbcoer.com/en/new/new-43-290.html

              machines for 28nm have been mass-produced for a couple of years
              https://www.globaltimes.cn/content/1190799.shtml
              1. NG inform
                NG inform 17 October 2022 13: 15
                0
                These nanometers have long been a marketing term. You need to look at the number of transistors per centimeter, and the dimensions of the plates.
          2. mitroha
            mitroha 15 October 2022 06: 10
            -1
            Quote from Johnson Smithson

            For a moment, China has invested 1,5 trillion dollars in the development of its production.

            Adepts of the "great" USA are not interested in this. In their world, everything is wrong request
            1. NG inform
              NG inform 17 October 2022 13: 16
              0
              China is incredibly dignified in this matter. A few years ago, when I worked with the Chinese, they managed to spend several hundred billion to zero.
          3. NG inform
            NG inform 17 October 2022 13: 10
            0
            Only Japan and the Netherlands are American colonies and can be considered as part of the USA. They won't do anything to the owner.
      2. Revolver
        Revolver 14 October 2022 21: 37
        -1
        Quote: Mitroha
        And who are the engineers who design the chips? Oh the Americans.

        Americans. Born or naturalized like me. Although, I heard that Intel has a branch in Israel, where they also design some kind of processors. AMD is a purely American company, like Texas Instruments, and a few other smaller companies.
        1. Johnson Smithson
          Johnson Smithson 15 October 2022 07: 22
          -1
          Lol, chips are designed in all countries, including Russia and China.

          The same Arm processors that are now in all mobile phones, tablets, many laptops and even supercomputers are an English company, not an American one. Now the Japanese have bought it.
          And she has design offices all over the world, including in China.
    2. dzvero
      dzvero 14 October 2022 09: 25
      +2
      Taiwan will not be given to China on any terms,

      The US has already begun its "revival" chip manufacturing program. In a year or two, Taiwan (and the South Caucasus) will not be so significant and nuances are possible. In the sense of calmer butting with China.
    3. bk0010
      bk0010 14 October 2022 19: 08
      0
      Quote: Nagan
      Taiwanese are just performers, they don't invent anything themselves. And accordingly, America has the right to prohibit the supply of products based on American intellectual property to certain countries.
      Not in the right: did you get the money? Everything, this is already the good of those who paid.
      1. Revolver
        Revolver 14 October 2022 21: 49
        -1
        Quote: bk0010
        Quote: Nagan
        Taiwanese are just performers, they don't invent anything themselves. And accordingly, America has the right to prohibit the supply of products based on American intellectual property to certain countries.
        Not in the right: did you get the money? Everything, this is already the good of those who paid.

        Are you a juris doctor specializing in international law? Oh no? In this case, take it for granted that America has such rights, if only because they work successfully, regardless of your private opinion.
  3. Arkady007
    Arkady007 14 October 2022 08: 50
    +4
    Direct reason for China to close Taiwan trade with the US.
    And without violating any UN rules. Taiwan is part of the People's Republic of China according to all documents.
    China will get out of this misunderstanding quickly and will begin to produce what it needs, even better if Russia is involved in this. But what the United States will do if China uses its influence on Asian markets is a very big question.
    1. Dedok
      Dedok 14 October 2022 09: 01
      -3
      Quote: Arkady007
      China will get out of this misunderstanding quickly and will begin to produce what it needs, even better if Russia is involved in this.

      in the foreseeable future - China will be afraid to use us - and we will stay with Elbrus
    2. Revolver
      Revolver 14 October 2022 09: 16
      -1
      Quote: Arkady007
      Direct reason for China to close Taiwan trade with the US.
      And without violating any UN rules. Taiwan is part of the People's Republic of China according to all documents.

      Taiwan submits to Beijing in much the same way that Donetsk submits to Kyiv, although the majority of the UN still considers that Donbas-Tseukraina.
      1. Rustic
        Rustic 14 October 2022 10: 39
        -1
        Taiwan submits to Beijing like Donetsk to Kyiv
        And what prevents China, following the example of the United States, to take and prohibit Taiwan’s trade with anyone other than yourself? And it doesn't even matter whose Taiwan is Chinese or not. All banned. And to try to circumvent the ban to introduce a complete naval blockade. And everything is exactly like in the United States. They themselves invented the law, they themselves adopted it, but for violation they themselves can at least gouge the violator with carpet bombing.
        1. Revolver
          Revolver 14 October 2022 19: 01
          -1
          Quote from Rustic
          And what prevents China, following the example of the United States, from taking and banning trade in Taiwan with anyone other than itself?

          US Navy, USAF, US Army.
          1. Rustic
            Rustic 14 October 2022 19: 50
            -1
            US Navy, USAF, US Army.
            Ty .. Yes, there are just nothing there. In addition, they are such losers that even the Mujahideen in slippers, and then kicked them in the ass.
            1. Revolver
              Revolver 14 October 2022 20: 37
              -1
              Quote from Rustic
              US Navy, USAF, US Army.
              Ty .. Yes, there are just nothing there. In addition, they are such losers that even the Mujahideen in slippers, and then kicked them in the ass.

              In this case, the Soviet army is also, as you put it, "losers", because they were the same "mujahideen in slippers, and then kicked in the ass." And a hundred years before that, they also slapped the Britons, then still undeniably the Great Britons. And if you dig deeper into history, then there the troops of Alexander the Great of Macedon were raked.
              1. Rustic
                Rustic 15 October 2022 05: 17
                -1
                Something I don’t remember that the Soviet army would scurried away from there, abandoning bases and weapons, and losing local accomplices from the wheels of planes. The SA quite calmly completed the operation, and decorously, slowly, under the banners, went out from there.
        2. NG inform
          NG inform 17 October 2022 13: 36
          0
          Why do you think that China is really ready to fight? He gave all his high-tech companies to feed the United States.
      2. Arkady007
        Arkady007 14 October 2022 14: 41
        -1
        What are the questions then? If the UN believes that Donets is Kyiv, then Taiwan is China.
    3. Carib
      Carib 14 October 2022 09: 24
      -1
      Or China will be afraid and sit out. Here is the next congress of the CCP, and after it it will become clear. They sit out, or besiege, or attack. The whole world is waiting, even minke whales have bought popcorn...
  4. Mouse
    Mouse 14 October 2022 08: 51
    +4
    Only the economy, the fear of losing a leading position in a number of areas of the global market.

    May this fear come true!
  5. Kaufman
    Kaufman 14 October 2022 08: 54
    +1
    And what about semiconductors? The titans clashed, and we? On the edge of progress?
  6. tralflot1832
    tralflot1832 14 October 2022 09: 05
    0
    Friedman would be worried about one question, what "chips" does the PRC provide for its military-industrial complex? Not smartphones, but missiles win. respect. He writes only in the way that is beneficial to the United States (One mention of the old, out of mind stardom, like the flag of opposition to V.V. Putin, which is worth it). It’s impossible for them otherwise, otherwise there will be panic. will pay.
  7. Fizik13
    Fizik13 14 October 2022 09: 07
    +1
    ... China can only "at random" try to make such chips on its own ...

    The author does not understand what he writes about.
    China itself develops and manufactures a lot of chips. But the chips are different and not all are made in China. This is not critical, BUT there will be more problems. In addition, there is black import, this will not affect the final product much.
    1. tralflot1832
      tralflot1832 14 October 2022 09: 28
      -1
      If you want to laugh, read Friedman in NYT in the morning!!! hi He is a master of guessing on coffee grounds, this cannot be taken away from him. hi
  8. evgen1221
    evgen1221 14 October 2022 09: 17
    -1
    Here, it’s more likely that the states are not concerned about the fact of chip production, but how much the Chinese can already make their own bookmarks and remove the information themselves in their chips, and what is allowed by the CIA is not allowed to anyone.
  9. tralflot1832
    tralflot1832 14 October 2022 09: 24
    0
    The United States is going in the old tried and tested way. At one time, having cut off oil supplies to Japan, they received Pearl Harbor and only by chance won at Midway. And now it’s a vigorous age, luck may turn back on the United States.
    1. Alexey RA
      Alexey RA 14 October 2022 10: 58
      +2
      Quote: tralflot1832
      The United States is following the old tried and tested method. At one time, having cut off oil supplies to Japan, they received Pearl Harbor and only by chance won at Midway.

      This analogy for the current situation is not very good. Because the United States won not by some miracle at Midway, but by economic power. Even if Midway had been lost, nothing would have changed - at the end of 1942, the cycle of building new ships launched at American shipyards before the war reached the final stage, and Japan had nothing to fend off "one new heavy aircraft carrier every three months". I'm not talking about the technomaniac Kaiser with his pace of "50 escort ABs per year."
      1. bk0010
        bk0010 14 October 2022 19: 13
        0
        Quote: Alexey RA
        Even if Midway had been lost, nothing would have changed - at the end of 1942, the cycle of building new ships launched at American shipyards before the war reached the final stage, and Japan had nothing to fend off "one new heavy aircraft carrier every three months"
        And why shouldn't the Japanese sail to the American shipyards and crumble them into cabbage? And in general, a good walk along the coast, not only with shelling, but also with landings.
        1. Alexey RA
          Alexey RA 15 October 2022 12: 05
          0
          Quote: bk0010
          And why shouldn't the Japanese sail to the American shipyards and crumble them into cabbage?

          Where to sail? All the big US pots were built on the East Coast, trained in the Atlantic - and then went on to maintenance. Shipbuilding on the West Coast began to rise only from the beginning of the 40s.
          Quote: bk0010
          And in general, a good walk along the coast, not only with shelling, but also with landings.

          You are confusing Japan and the USA. Although no, even the Yankees built a chain of bases in the western Pacific to strike at the Japanese mother country.
          A raid to the shores of the United States is practically a one-way road. For at that time, replenishment of ammunition is possible only in bases. Repair - only in bases. All this in Japan on the other side of the ocean. Any damage with a decrease in speed - and you need to either abandon the ship or cosplay the "Verp" when the lame unit hobbles within the radius of the coastal army and naval aviation. Oh yes, and also dragging a floating rear.
          I'm not talking about refueling issues. And it's not even about tankers - where will the fleet get so much oil?
          And most importantly, even the Americans ventured to poke their nose at the Japanese Islands only at the end of the war. When the main air power of the IJA and IJN was already crushed. And you propose to go with four hundred aircraft across the ocean to the shores of the intact United States, moreover, already raised on military alert.
          By the way, what are we going to do about Pearl Harbor? Storm? So the whole raid will go there, the last lesson on the island was learned. Leave behind? Even better is to drive the fleet between a rock and a hard place: on the one hand, the American forces of the Pacific coast, on the other, USN TO from the main base.
  10. Kostadinov
    Kostadinov 14 October 2022 09: 46
    -1
    Quote: ramzay21
    You are joking in vain, many of the key technologies of modern chips belong to the Americans and the Americans are actively transferring chip production to the United States, and it's not about intellectual property, but about the equipment that the Chinese do not have.

    1. Too exaggerated role of chips for technical progress and modern weapons in particular. As the esteemed Mrs. Von der Leyen noted, Russian missiles are enough chips from a dishwasher. And the British journalist never managed to send cargo into space on his smartphone, although his smartphone had better chips than Russian rockets. Our comrade Zhivkov noticed the same thing when he said that a donkey with a computer will never be better than a truck without any computer.
    2. Key technologies do not belong to anyone. If you sell something, you can save some kind of monopoly for a long time. If you don't sell it, you'll probably lose it. And then such key technologies as the production of gunpowder, rockets, guns - once belonged to the Chinese
  11. Knell wardenheart
    Knell wardenheart 14 October 2022 11: 15
    -3
    Like nuclear weapons - once an invented technology, the very PRINCIPLE of which is known in theory puts only two obstacles in front of the research and production team - money and time. If the path has been passed, then in principle it is passable, and this is a green light for investment. The so-called "Moore's Law" has already run into physical limitations, so at the moment the "catching up side" has every opportunity to practically catch up in the foreseeable future and catch up in principle. Of course, this is a matter of political will and focus of efforts - but for a country of one and a half billion people this is not such a difficult issue. For the Russian Federation, this would be a problem from the point of view of bureaucracy, but the bureaucracy of the PRC has proven its effectiveness and a certain flexibility, so I see no obstacles. Taiwan for the PRC is more of a principle, a "pressed pain point", rather than an absolute material benefit.
    1. bk0010
      bk0010 14 October 2022 19: 16
      0
      Quote: Knell Wardenheart
      The so-called "Moore's Law" has already run into physical limitations, so at the moment the "catching up side" has every opportunity to practically catch up in the foreseeable future and catch up in principle.
      Yes, but for this it will be necessary to sharply raise the level of a quarter of the country's production, so that it becomes possible to independently manufacture a lithographic scanner of modern resolution.
      1. Knell wardenheart
        Knell wardenheart 14 October 2022 21: 40
        0
        High stakes require big funds. Further satisfaction of the growth of the Chinese economy is possible only in the case of the expansion of high-tech exports, and this, in turn, one way or another will run into its own powerful microelectronic industry. Since they will need both their own supercomputers for increasing tasks, and their own "stuffing", independent of American likes or dislikes. The PRC was convinced that both Japan and South Korea, as well as Taiwan, and indeed the European segment in the form of ASML, and of course the US campaigns, are "under the heel" of the United States, which has extensive tools of pressure and coercion. In the context of the need to maintain (at least) and increase, as a maximum, the share of China in the international market, such a vulnerability is blatant, and, given the ever-expanding practice of sanctions and technological restrictions, it is at least naive to disregard this.
        So for me the question is not the same - will the Chinese reorient their industry and R&D to research and restructuring, how much WHAT FORCES and in what period will they be able to achieve this.
        At the moment, the PRC is also observing that there is a potential to "take away" from the United States, which has already thoroughly gone on the cuckoo on the issue of "epic failures", a number of potentially vast markets - instead of markets that are becoming high-risk.
        Chinese technology companies can take advantage of the development of the markets of Iran, the Russian Federation, a number of countries in Latin America and the Middle East - despite the fact that in light of the potential subsidence of the EU economy, the chances that Europe will support the powerful anti-Chinese sanctions pressure from the United States are not so great.

        So I repeat - it is obvious to me that the PRC will set the task of becoming another pillar of microelectronics, the only question is the degree of ambition of the approach.
  12. vladcub
    vladcub 14 October 2022 11: 24
    -1
    Ilya, to you +: everything is laid out on the shelves. Can you submit a topic?
    Ilya, you seem to be interested in this topic.
    I'll give you a job. We started talking that for rockets, they pick out the electronic stuffing from washing machines.
    If we analyze: how far our electronic industry has lagged behind everyone else.
    How true is this. Do you have similar materials?
  13. Void
    Void 14 October 2022 11: 35
    -3
    cool chips blah blah blah ..., too much hyped topic about the importance of technology ...
    but in fact, all the work is done by lawn mowers with wooden screws
  14. Codett
    Codett 14 October 2022 13: 53
    -1
    Well, given the backwardness of our electronics industry, we ourselves would do espionage and the introduction of extracted technologies
    1. bk0010
      bk0010 14 October 2022 19: 20
      +1
      Quote: Codett
      we ourselves would do espionage and the introduction of extracted technologies
      There will be nowhere to put them. An analogue - imagine that you handed over 2 M-16s to Nikolai before the First World War, shish someone will copy it - they didn’t come out with technologies, although it would seem that they know how to process metal, they will make rifling, plastic will be replaced with wood.
      1. Bayun
        Bayun 15 October 2022 13: 35
        0
        They would have easily done it ... There is nothing that was not available to metalworking at the beginning of the 20th century. A 3-directional lathe would be broken into 2 bidirectional ones. Unless, with manganese for the steel of the barrel, one would have to tinker, but the conditional Mendeleev, I believe, would have mastered it.

        Here, "iPhone" in those days - yes, a good example - sees the eye, but the tooth is numb.
  15. VPK-65
    VPK-65 14 October 2022 14: 43
    +1
    Quote: kaufman
    And what about semiconductors? The titans clashed, and we? On the edge of progress?

    Well, if we really wanted to, we ourselves would kick them "to the sidelines of progress", or rather drive them into the Stone Age:
    The Russian Federation today accounts for 80 percent of the market for sapphire substrates - thin plates made of artificial stone, which are used in opto- and microelectronics to build up layers of various materials, such as silicon. They are used in every processor in the world - AMD and Intel are no exception. To ensure the required quality of sapphire substrates, the plant needs to enter the so-called "highly pure mode". It involves about thirty years of continuous production in compliance with all the subtleties of the technological process.

    Besides:
    The special operation of Russia led to the shutdown of the largest Ukrainian plants for the synthesis of neon. This gas is used in the production of microcircuits, and Ukrainian plants produced 50% of the global volume of neon. The problem is related to the stoppage of production at once at the two largest Ukrainian suppliers of neon - Kryoin and Ingaz. This is a major blow to the global semiconductor industry.

    If this is not enough, we can stop supplying fullerenes to Taiwan:
    http://www.neotechproduct.ru/patents
    Without all of the above listed by him, the "roadside" definitely shines. Of course, these are raw materials, not chips, but strategic raw materials and no one will replace them on the world market. And in the production of the chips themselves, Chubais ran away: "a woman with a cart is easier for a mare," I hope there will be less nonsense about nano-pants and nano-socks to carry, calling it nanotechnology. And I haven’t heard the words C-60 fullerene and C-90 fullerene from the media yet, it’s time to get down to the real business ...
  16. Bayun
    Bayun 15 October 2022 13: 28
    0
    I won't be surprised if the USA-RF-China already secretly "figured out for three" ...

    And the information shell and even the "games of patriots" are a cover operation to transform the world into a new reality.