Sino-us chip 'reconciliation' is a sham Sino-us chip 'reconciliation' is a sham

Looking at the global economy, the semiconductor field has been one of the core main battlefields of the game between China and the United States in recent years, with the recent settlement agreement between the two chip giants in China and the United States, there are views that the patent dispute between Chinese and American memory chip companies has taken a key turning point for six years. But from the perspective of the overall strategy of the United States to China, this settlement does not represent the spring of the chip industry, perhaps just an illusion.

The matter between the chip giants Micron and Jinhua in China and the United States is very long, here will not be detailed, if you are interested in your own search, this period lasted only 6 years of hatred and hatred. Today we mainly talk about, has been arrogant arrogant Mei Guang, this time why will lower the arrogant head.

In June 2023, Micron uncharacteristically announced an increase in investment in China, planning to invest more than 4.3 billion yuan in the company's factory in Xi 'an, China, over the next few years. In early November, Micron CEO Sanjay Mehrotra visited China to express his willingness to continue to expand investment in China, and the company also participated in the CIIE for the first time. There is a view that Micron's frequent olive branch is a precursor to the epic reconciliation between the semiconductor giants in China and the United States, and the two countries will usher in a "spring" in the semiconductor field.

However, from the perspective of the overall strategy of the United States to China, this reconciliation does not represent the "spring" of the Sino-US chip semiconductor industry. As we all know, capital has one thing in common, that is, it has a sense of convenience. American capitalists, in particular, only see their own interests and do not care about the interests of the United States. Because the vast majority of the capital in the United States is only the carrier of the United States to incubate wealth. And after China showed a tough attitude, made an example of Micron, closed the market door in effect, and led to Micron's huge annual loss of wealth, Micron must not sit still. This helps explain why Micron made a choice that was clearly not in line with the Biden administration's strategy; Senate Majority Leader Chuck Schumer will lead a delegation to China to plead for Micron.

Another point is China's attitude, whether in May this year, China conducted a cybersecurity review of Micron's products sold in China in accordance with the law, or directly told Micron to prohibit participation in China's key infrastructure projects, it can be seen that China has made up its mind to rely on its own mace, and the United States in the chip field of the ultimate contest, so reconciliation is impossible.

Although everyone hopes that through dialogue, cooperation and reconciliation agreements between China and the United States, so that the competition between the two countries in the semiconductor field can be eased, and jointly promote the prosperity of the industry. The problem is, it can't be wishful thinking. For China's chip industry, increasing independent innovation in science and technology is the ultimate way out for industrial development. Although this heavy reconciliation is very likely to make the Sino-US chip dispute usher in a stage of relaxation, however, in the context of the increasingly fierce Sino-US game, with the temperament of the US government, it will soon return, and even the "small courtyard high wall" type of technology export control will become more and more strict.Of course, China will never surrender without a fight, and the Sino-US confrontation in the chip field will continue.