When it comes to mask aligner, why did the Chinese and American Commerce Ministers focus on these four things?
January 11thWang Wentao, Minister of Commerce, held a telephone conversation with Raymond, Secretary of Commerce of the United States.
This call was made atimplementThe two heads of state met in San Francisco and reached an important consensus.Last November,After the meeting between the two heads of state, the Chinese and American Ministers of Commerce held talks in San Francisco.
It is worth noting that the press release of this call mentioned such a word — —Communication mechanism between the Ministry of Commerce of the two countries.
In August last year, US Secretary of Commerce Raymond visited China, and China and the United States agreed to set up a forum between the two Ministries of Commerce.Establish multi-level communication channels.
In this communication, Wang Wentao focused onThe United States restricts the export of third parties to mask aligner, investigates the supply chain of mature process chips, and imposes sanctions on China enterprises.When expressing serious concerns, the two sides will alsoNational security boundary issues in Sino-US economic and trade fieldsDiscussed it.
Why do you focus on these four things?

The first thing mentioned in the call isThe United States restricts the export of third parties to China and mask aligner.The problem.
Who is the "third party"? On the day of the call, at the regular press conference of the Ministry of Commerce, Shu Jueting, a spokesperson of the Ministry of Commerce, responded to the issue that the US directly intervened and interfered with Dutch enterprises’ export to mask aligner.
Just earlier this month, the US media reported that,At the request of the United States governmentASML cancelled some orders that had already been set and sold to China.
In this way, it is necessary toplay upASML is obedient to the United States, and fully cooperates with the United States’ restrictions on China.
But ASML versus China.Actual deliveryNot as American media want.guideLike that.
ASML’s financial report in the third quarter of last year showed that Chinese mainland customers purchased the backlog of orders in mask aligner in advance.Has been basically delivered.
As a matter of fact, ASML had already started before the risk of export restrictions came.speed upDelivered to China.
In November last year, China imported mask aligner from the Netherlands in terms of value.Up by 1050%Almost all of them are from ASML.
It is with such countermeasures that when the US media rendered "ASML canceled China orders", ASML said in the official notice that the export license was suddenly revoked orThe latest export control restrictions in the United States,can’tIt will have a significant impact on its financial prospects in 2023.
ASML was able to give an early warning because the game had to go further, dating back to last October.
At that time, the United States announcedNew control regulationsAccording to this regulation, if ASML’s mask aligner products containAny American partsThe United States has the right to restrict its exports.
Zhou Mi of the Institute of International Trade and Economic Cooperation of the Ministry of Commerce has been tracking the trend of Sino-US economic and trade fields. He told Tan Zhu that on the one hand, American capital isEquity participationOn the ASML.Direct and significant controlOn the other hand, the United States has adopted some semiconductor technology alliances.Authorized use of technical standardsGo up, toorestrainMask aligner in the Netherlands.
As a result, although ASML firmly regards China as one of the most important markets, it sometimes faces the pressure from the United States.have toChoose to bow your head.
The fundamental purpose of the United States is to suppress and contain China, with the intention of delaying China’s development in the high-tech field. The US government, as a third party, is interested in Sino-Dutch enterprises.Normal tradeNeither China nor the Netherlands will be happy with any interference.
It is against this background that China’s Ministry of Commerce rarely directly names the United States for pressure and interference.

In addition to mask aligner, the restrictions imposed by the United States on China in the field of chips are showing signs of expansion. The second concern raised by China this time,The upcoming supply chain survey of mature process chips in the United States, is typical.
Last month, the US Department of Commerce announced that it would beJanuary this yearStart the supply chain investigation of mature process chips.
Mature process chipIt mainly refers to chips of 28nm and above, which is different from the advanced process that the United States used to pay attention to.
Relevant research data show that from 2023 to 2027, the production capacity ratio of mature processes and advanced processes in global wafer foundry.About 7:3In other words, the mature process is big.
In the capacity distribution of mature processes, the proportion of Chinese mainland is.29%China and Taiwan Province account for the proportion.49%, the United States accounts for6%. It is estimated that in the next few years, the proportion of Chinese mainland will berise steadily.
The United States is paying more attention to this part of China’s advantages and has conducted in-depth research.
Not long ago, the U.S. Department of Commerce released the basic assessment report of the U.S. microelectronics industry. This report is right194Companies that design, manufacture or distribute semiconductor devices in the United States have conducted research, covering the semiconductor companies in the United States.95%.
By investigating these enterprises, the US Department of Commerce has come to the conclusion that in the past few years, ChinaVigorously invest in the production of mature process chips, the formation of American companiespressure of competition.
In contrast, the development of chip manufacturing in the United States in recent years has not gone smoothly.
When the U.S. Department of Commerce talked about this report, another document related to it was very telling — — Signed into force in August 2022Chip and Science Act of 2022.
At that time, the "Chip and Science Act of 2022" attracted many companies such as Intel, Samsung, TSMC and Texas Instruments. They announced plans to establish new chip manufacturing plants in the United States to compete for the distribution of the bill.Huge sum of money.
In the following year, the US Department of Commerce received42 StatesOf the semiconductor company460 copiesLetter of intent.
But the real grant came late.
It was not until December 2023 that the US Department of Commerce announcedThe first appropriation. This appropriationOnly involve$35 million, and it is assigned to a family.arms dealerTo make chips needed for F-15 and F-35 fighters.
This can explain why in the past year and a half, the construction period of new manufacturing plants such as TSMC’s Arizona plant and Intel’s Ohio plant has been delayed.delay again and again.
The United States hasMore than 30 yearsThere is no new large-scale chip manufacturing plant,Supporting, labor forceThere are great deficiencies in other aspects.
It is in this context that the U.S. Department of Commerce announced that it would investigate the supply chain of mature process chips.
If you can’t develop yourself, then suppress your opponents. The so-called investigation is nothing more than creating "basis" for China chip companies that restrict more.
The hypocrisy of this kind of investigation can be seen from the above-mentioned basic assessment report of American microelectronics industry.
Master Tan read this carefully.More than 100 pagesThe full text of the report found some details that the US government did not pay attention to:
Many enterprises do notnot supportImpose restrictions on China.
have74Enterprises said that because of the US government’s export control measures, theyLost the trading opportunity. This is because, originally, these companies would spend time and money to ensure the compliance of transactions, but in the face of the increasingly stringent and complicated export control measures of the US government, these companiesYou can only choose to cancel the transaction directly..
The question is, fromOver the past five yearsLook, for theseA company headquartered in the United StatesGenerally speaking, China is itsThe largest overseas marketThe sales in China market have been in recent years.Exceeded the domestic market in the United States..
As for some reasons why the US government sanctioned China enterprises in the past — — China"coercion"These companies share technology, and these companies are in China"Limited operation"And so on, these companies are also given and the US government.Contrary conclusion.
The formation and development of global production and supply chain isMarket law and enterprise choice work together.But the United States hopes to find some excuses for itself through such an investigation.Human interventionIndustrial chain, supply chain, economic and trade issuesInstrumentalization and weaponization.
The upstream and downstream of the supply chain of mature process chips involve many key industries such as telecommunications and automobiles. The actions of the United States will undoubtedly bring to the global industrial chain and supply chain.New risks.
It is precisely because of this that when encountering such an important issue, the Chinese and American commerce ministers communicated in time, and the Chinese side expressed solemn concern.

In fact, according to the consistent operation of the United States before, after the so-called investigation, the United States willLaunch a new round of sanctions against China enterprises..
In this communication, China alsoExpressing solemn concern about US sanctions to suppress China enterprises.
Not long ago, the US Department of Commerce updated three contents of the "Export Control Rules for Advanced Computing Chips and Semiconductor Manufacturing Equipment", and carried out the October 2022 version.modify,strengthenRestrictions on the export of artificial intelligence-related chips and semiconductor manufacturing equipment to China, and adding a number of China entities to the "list of entities" for export control.
How should we overcome this difficulty?
China enterprise’sIndependent innovation of core technology, is a cut.
In the past few years, some in ChinaHead technology enterpriseR&D expenses accounted for 14.1% in 2018.Continue to rise25.1% by 2022, yesThe highest proportion of R&D investment in the world.
This is not a single phenomenon.
There is a sanction against the United States240A survey of China enterprises found that the impact of sanctions was on the contrary.ForcedChina enterprises and their partnersCountermeasures to form a network.
Specifically, by analyzing the social networks of sanctioned enterprises, we can find that on average, each sanctioned enterprise willAssociated with 1.8 supply chain enterprises, 0.4 R&D cooperative enterprises, 0.6 technical cooperation and technical consultancy enterprises and 0.46 investment enterprises..
In other words, in addition to the supply chain relationship, the relationship between the sanctioned enterprise and other enterprises also includesRelationship between technical cooperation and technical consultant.
Dense scientific and technological cooperation network can form a kind of"Holding a group to keep warm"The community. Enterprises in the community have hope if they can work together to solve problems.Spread the risk of being sanctioned by the United States.
This is why we often say that the constraints of technical sanctions are also forcing China enterprises to move toward it.Opportunities for self-reliance and self-improvement.
As for America’s hysteria, there is something wrong with its China strategy.
To fundamentally improve this situation, we need to start fromThe crux of America’s China strategyStart.

During the talks, the two sides alsoThe issue of national security boundary in the economic and trade field between China and the United States was discussed..
A prominent feature of Sino-US exchanges in the last month is thatsecurity issueThe discussion is particularly frequent:
||On January 8-9, the 17th China-US Department of Defense Working Meeting was held, which was co-chaired by the leaders of the International Military Cooperation Office of the Central Military Commission and the Deputy Assistant Secretary of Defense of the United States.
||On January 10th, Wang Xiaohong, State Councilor and Minister of Public Security, made a video call with Mayokas, Secretary of Homeland Security.||On January 10th, Liu Jianchao, Minister of the International Liaison Department of the CPC Central Committee, met with Finner, Principal Deputy Assistant to the President of the United States for National Security Affairs in Washington.
These departments are all related to the US economic and trade field.National security borderRelated.
For example, as mentioned above, the US Chip and Science Act of 2022.Distribute firstTo the field of national defense, as for the national security assistant of the US President, it is even moreDirect dominanceThe US strategic competition with China, the US Department of Homeland Security, isbe in charge of/supervisorList of entities involved in Xinjiang bill.
Relevant experts told Tan Zhu that talking about the national security border in the Sino-US economic and trade field mainly focuses onAgree on the goal of controlling differences between China and the United States. The two sides will discuss how the United States keeps looking for excuses to implement various restrictions on China.Basic management mode,Clarify the scope of restrictionsWhere is it? Come on.Reduce the uncertainty of the market.
It is worth noting that this is the recent economic and trade level between China and the United States.second timeIt is mentioned that the issue of national security boundary in the economic and trade field between China and the United States was discussed.
canKeep talkingThis in itself is a signal.
In the past few years, as the United States generalized the concept of national security, it brought negative factors to Sino-US economic and trade relations. As Sino-US relations have stopped falling and stabilized, Sino-US economic and trade exchanges have been strengthened. Today, Sino-US economic and trade exchanges have begun to focus on the core contradictions between the two sides.Frequent discussion.
Obviously, future Sino-US relations still need.The two sides continue to work hard and move in the opposite direction..



