The first is ZTE, the second is Huawei, and who will be the third?
The United States does not sanction other companies such as OVM and Lenovo. What the United States wants to do is to restrict Huawei's chips. At worst, it must restrict high-end chips, and then let local Chinese companies such as OVM and Lenovo seize Huawei's market.
For Huawei’s suppliers, if they come from the United States and have competitors from other countries, the United States will not impose restrictions. The United States will impose merciless restrictions on suppliers from other countries and make them kill each other. It is best if both of them are killed together. If TSMC goes bankrupt due to this matter (the probability is very small), the United States will not feel bad.
The collapse of Huawei is unfounded. The announcement of the 90-day extension by the United States is undoubtedly an inevitable trend for the local 5G wave to start in the short term. The carving up of the local 5G market by mobile phone manufacturers is about to begin. If we want to promote patriotism and boycott the United States Emperor, a certain person would rather sing Jay Chou's "Fearless" than cut off meat to feed mobile phone manufacturers. What consumers buy is the price and what they sell is the bottom line. They will not sit back and watch Huawei's plight. Before Huawei enters the US market, as long as the price If the method is suitable, for example, 300-500 soft sister coins can be exchanged for 4G for 5G mobile phones (mobile phone manufacturers will not agree), consumers will use a tacit understanding to allow Huawei to complete the finishing work in the local market at one point in time to support Huawei's advancement in the United States.
In fact, there is the most important problem: the business rules set by the United States are not equivalent to globally recognized business rules. Obedience to the United States is a consideration of business interests, not compliance with business rules.
To put it simply, if TSMC does not comply with the US ban, the United States can order Apple and Qualcomm not to give TSMC orders. TSMC will be in pain and reluctantly give up its second largest customer Huawei. If SMIC does not comply with the U.S. ban and the U.S. orders U.S. manufacturers not to trade with SMIC, SMIC says that I have bought all the lithography machines and software that I should buy. My customers are not American companies at all, so why should I care about you?
In addition, if China imposes another ban: sanctioning Qualcomm, Cisco and Apple? Then Apple's sales to China are tantamount to "violating international business rules". Guess Apple will directly lose one-third of its revenue every year. Will turnover try every means to lobby Congress and the government to ease relations with China?
If Huawei does not publish an annual report to show off, it will not be subject to serial restrictions. Have you seen other entities on the list jumping out and showing off? We should fight a war with reality and reality. We should let the whole world cry and let everyone know the face of the United States, while we should keep a low profile and make up for our mistakes. Nowadays, the whole atmosphere is full of inflation. Is it useful? Can it solve the problem? In subversion, it is impossible for the Chinese to take the lead alone. Since the last time, Japan has publicly stated that it does not have American technology and can help Huawei.
I knew this was a seduction by Europe and the United States, in order to extract more of Huawei’s trump cards. That's not how wars are fought. You should be more vulgar and ruthless than others, instead of pretending to be cool. This defeat is inevitable because I have shortcomings. But how to get back later? One is to work hard across the entire industry chain, and the other is to attract allies from abroad. To fight against the United States, the Chinese cannot go it alone. They must also pull in those who have been injured, and they must be careful of backstabbing from allies. The most fundamental thing is that if the world needs to be strong, then the United States will inevitably be weak. At that time, every country will definitely have to take advantage of the United States. So on the way to becoming stronger, you must not be greedy for success!
In the business world, profit is the top priority, technology and the market are powerful weapons, and a country's sanctions order is not a universal business rule at all. People can not only support buying Huawei products, but also support domestically produced mobile phones, cars, home appliances, daily necessities, etc. I have never boycotted foreign products. I only support domestic products. I will only choose foreign products when domestic products cannot meet the needs or are not available. I also hope that people who see it can do the same, and even influence people around me to do the same. Thank you. To put it in a small way, it means buying a domestic product to support a domestic company. In a big way, it means supporting the domestic industry chain. , support domestic industrial chain enterprises, and support the great rejuvenation of the Chinese nation.
As for the impact on Huawei and domestic enterprises, as mentioned in the article, the impact is very, very huge.
But at the same time, without strong sanctions, will there be strong determination for independent research and development? Will there be a strong and independent will? The war has come to an all-out decisive battle. Victory will come sooner or later.
As the era of super artificial intelligence gets closer and closer to us, China cannot fall behind in the fields of chips and artificial intelligence, and it must not fall behind. Huawei has said that it will not make mobile phones, it has also said that it will not make TVs, and it does not make chips now. I firmly believe that it will make chips in the future. Thirty years from now, the market value of Huawei alone will exceed the sum of the top ten technology companies in a certain country.
Our university (Harbin Institute of Technology) is also on the list, and my major is also related to chip integrated circuits. To be honest, the experimental equipment we use now, including simulation software, are all old and American. We ourselves say it's an honor to be on the list, but as an engineering student, we know very well that the situation is quite difficult. I think there is still a very serious problem in the development of science and technology in China, that is, the treatment and social status of engineering students are indeed not conducive to allowing more young students to embark on the path of engineering dogs.
Why do many outstanding talents want to go abroad? I believe that the vast majority of well-educated top students are patriotic. But the reality is that most engineering majors have low salaries and cannot afford a house. Instead, they work as officials or engage in entertainment to make a lot of money. What would an engineering student who has studied for twenty years think about such a deformed income comparison? I want to contribute to the country, but I can't even maintain basic survival. We cannot expect everyone to earn a small amount of money and work for the country without being taken seriously.
To be honest, the biggest problem in China now is that it does not pay enough attention to science and engineering, whether it is education or income. Without talent, all the hype is useless.
With talents, no matter how difficult China is now, I believe China can make a comeback. Recently, I have been seeing people criticizing Huawei. There are always people who make sarcastic remarks when they see others saying they support Huawei. In fact, it’s really not necessary. It’s up to others to support them. There’s no need to step on comments that support Huawei and ridicule Huawei’s patriotic marketing. And I think those who buy Huawei products are those who are willing to contribute or think Huawei is useful. Huawei has never morally kidnapped the people, but most people want to help Huawei at this juncture, and then expressed some support. Huawei is a patriotic thought. To a certain extent, this thought can be said to be the result of public opinion (that is, a large number of people), rather than Huawei's moral kidnapping.
So I hope no one will use this to attack or ridicule Huawei. Also, if Huawei collapses, what good will it do to us? I don’t think it’s a bad thing for the United States to suppress Huawei. As a modern enterprise, it is inevitable to deal with various enterprises around the world. The collision of cultures alone will produce sparks. Not to mention the collision between enterprises. In the past, China was relatively poor, but reform and opening up brought us a new China. When we become strong, we have to think about a question, what are Westerners afraid of? Because the domestic population is too large, the market is large, and there are many manufacturing industries, which will inevitably lead to a large trade deficit. Please refer to the Opium War. Huawei is gradually leveraging the ceiling of American high-tech. If there is a Chinese company, it will start to replace Google. If it leads the world in high-tech, the trade deficit between the United States and China will become larger and larger.