The global semiconductor race has reached a new level strength. For a long time, China, which has been considered a technology follower, has been boldly moving to rewrite the rules of the industry. Beijing is an investment of 37 billion euros, accelerating efforts to develop homemade semiconductor technology and targeting the most vulnerable field, photosography.
For many years, Europe, the United States, and Taiwan have maintained chip making leads thanks to companies such as ASML, TSMC and Intel. However, due to the growing perception that trade -restricted escalates and semiconductors are equal, China is currently aiming directly to industry core technology. Is this the beginning of the fundamental change in global technical advantage?
Semiconductor monopoly: How ASML keeps the key to the industry
If there is one company that manages the fate of advanced chip production, it is ASML. Dutch companies are the only supplier of the EUV lysography machine and are the most advanced technologies needed to create state -of -the -art chips.
Without an ASML machine, companies such as TSMC, Intel, and Samsung will have a hard time moving in CHIP technology. And who think you have blocked accessing these machines? China.
The western United States has been spending years to limit China’s access, hoping to delay the rise in technology. So far, CHINA has been delayed in the production of elderly semiconductors and depends on old technology in Taiwan, South Korea and the United States. But that’s exactly what China is about to change.
37 billion euros in China: Released from Western management
Beijing is not just catching up, not just everything. 37 billion euros Initiative is the largest bet in China that develops its own lithographic technology, which is a direct challenge to ASML’s almost synonyms.
This is not just business. It’s about technical sovereignty. The global semiconductor industry has become an influential battlefield, not just a product. Controling semiconductor production means controlling the future of AI, cyber security, and military technology.
And China has already proved that it can adapt and innovate despite its restrictions.
HUAWEI SHOCKWAVE: Why Mate 60 Pro changed everything
The world was surprised last year when the Huawei Mate 60 Pro was released on the 7nm processor, despite the fact that the United States blocked access to advanced chip making technology.
How did China do this? The chips created by the Smock were signs that Beijing had progressed quietly despite sanctions.
This was a turning point. I was ashamed of a Western policy proprietor who thought the Chinese chip industry was inconvenient. Instead, China’s determination to move forward was stronger than expected.
37 billion euros for photosography is an extension of its rebellion. If China succeeds, ASML, TSMC, or Western suppliers will not be required for advanced chips. It dramatically changes the balance of power.
Can ASML go ahead? 2nm or more races
China is strengthening domestic technology, but ASML has not decelerated. The company is developing EUV High-Na lysography. This allows China to produce a 2nm subtip beyond what China can now achieve.
This means that even if China builds its own lysography machine, it may be a generation behind ASML. But how long will its benefits last?
If the history shows something, it means that there is no permanent technology lead. Japan once dominated the semiconductor industry, but was only overtaken by the United States and Taiwan. Does the same happen in China?
Big questions: Are Chinese bets rewarded?
This is where things become interesting. China has billed billions of its own semiconductor supply chains, from raw materials to completed chips. However, the western part still holds chips design, software, and extreme precision manufacturing leads.
Can China catch up? Or is this investment a different moon shot that takes decades to be rewarded?
If China succeeds, it may reconstruct a global supply chain that impairs the western advantages. If you fail, you may be closed out of the most advanced semiconductor market.
Is there a reaction? Please share your thoughts with comments
Did you enjoy this article? Please subscribe to a free newsletter that attracts stories, exclusive content, and the latest news.
