Many people don't know what happened yesterday. Simply put, Biden forced all Americans working in China to choose between two options: resign immediately or renounce their U.S. citizenship. Then, all American executives and engineers at all Chinese semiconductor manufacturers resigned en masse that day—paralyzing China's semiconductor manufacturing industry overnight. Biden's single sanction had a far greater devastating impact than Trump's four years and dozens of waves of show sanctions combined.
Another thing: During the Trump era, although all semiconductor suppliers needed to apply for a license to continue supplying, most of them had delayed supply, and applications for licenses within one month would be approved; with Biden's wave of sanctions, all US suppliers, IP suppliers, component suppliers, and service providers were almost completely evacuated overnight - completely cutting off any services.
I posted this picture yesterday, but deleted it. Simply put, every advanced semiconductor company in China has experienced a complete supply cut, all American employees have resigned, and a complete and passive withdrawal and decoupling overnight, leaving it completely paralyzed. What does a catastrophic disaster mean? This is a catastrophic disaster: half of China's semiconductor manufacturing industry has been completely reduced to zero value, completely collapsed, and nothing remains.
Answering a few questions: Q:ecfr.gov/current/title-…federal law? A: Here: https://t.co/BSOoRUW1dp Q: Why didn't Chinese media report this? A: I don't know. The only explanation is that this important news and the subsequent series of events are extremely harmful to China's overall national security and the "continuously boiling" semiconductor industry, and the level of shame is no less than "Pelosi's visit to Taiwan."
Many people don't understand what a catastrophic disaster means. ASML has already stopped providing services and support to mainland China.
Lam Research summarizes the sanctions as follows: 1. All Chinese high-computing chip design companies are subject to sanctions and will be denieeet-china.com/mp/a167411.htmlSMC; 2. Autonomous driving chips will also be subject to sanctions; 3. The starting point of these sanctions is unlimited traceability to ensure that no US products and technologies are used; 4. Any company or individual that violates the sanctions will be directly arrested by the US Department of Justice.