Group 1 - The U.S. Department of Commerce plans to revoke the exemption licenses for SK Hynix, Samsung, and TSMC in China, which could disrupt the semiconductor supply chain and halt technological upgrades in their factories [1][2] - SK Hynix's factory in Wuxi accounts for nearly 50% of global DRAM chip production, while Samsung's Xi'an factory produces 42% of its global 3D NAND flash memory output [1][2] - The U.S. claims this action is a reciprocal measure against China's rare earth export restrictions, but the underlying intention is to prevent China from circumventing restrictions through foreign factories [1][2] Group 2 - Despite U.S. technology blockades, China's semiconductor industry is making significant advancements, with companies like SMIC achieving mass production of 14nm processes and Cambricon launching AI chips that rival NVIDIA's products [4][6] - Domestic companies are increasing their market share in semiconductor equipment, with domestic plasma etching equipment gaining certification from TSMC, raising market share from 5% to 15% [6][10] - The Chinese biotech sector is also breaking through, with the development of a new weight-loss fungus strain that has gained national patent recognition and is now being exported to Southeast Asia and Europe [8][10] Group 3 - The potential U.S. ban on semiconductor exports could lead to significant price fluctuations in global memory chip markets, affecting both Chinese and U.S. companies [11][13] - NVIDIA's CEO has warned that the short-sighted strategy of the U.S. could ultimately harm American interests [11][13] - The ongoing technological competition between the U.S. and China is seen as a critical moment for the global semiconductor industry, with the outcome uncertain [13]
“稀土警告”成噩梦,美国又拉盟友打“芯片牌”,网友:急红眼了