There are more and more restrictions that we can find in international trade with the Chinese market, mainly caused by the United States’ quest to ensure that the eastern country does not manage to obtain the most important technologies related to computing, such as the smallest nodes. size of semiconductors. One of the companies that we recently learned that will no longer continue selling its products to China because of the sanctions and setbacks they have had is TSMCbut now the country would find itself in a much bigger problem, since Samsung nor will it be able to provide chips of this type in said country.
The sanctions and restrictions applied by the United States have left the Chinese market in a rather strange position, since on the one hand they cannot develop technologies that are too advanced, while on the other it has led them to completely dominate the development of mature processes, managing to have a fairly large income. But this does not mean that the sales restrictions to the Asian country are going to stop, since more and more technology companies are being ordered to stop their trade in this region, something that could help the country develop its own technologies in a timely manner. future, but which is currently causing them to fall far behind in this aspect.
A new ban by the United States directly affects the China market
We recently saw how TSMC began to notify its customers in China that they would no longer sell 7nm or lower processes to any company in the country, due to the problems caused by the fact that Huawei managed to obtain these technologies despite the restrictions. imposed by the US, but now, the South Korean company Samsung will also be added to this.
And in this case, it is Samsung who has received the order not to continue selling his chips with advanced processes to Chinese companies, something that leaves the company in a really bad situation, since after failing to advance in the processes for its nodes, preventing them from being able to surpass or equal TSMCnow they lose a large part of the market they had. Even local companies that largely depended on Samsung’s semiconductors have begun to use those from the Taiwanese company, thus losing the South Korean brand even more customers, making them heavily dependent on being able to sell to those who cannot afford more advanced technology. because of the restrictions.
At the moment China does not have sufficient tools to be able to manufacture processes that are inferior to 7nmso most of their chips They are created with technology that comes from countries that prioritize trade relations with the United States, as is the case with Samsung and TSMC. The only company that could manage to offer development in this field to the country is SMIC, but they cannot produce wafers on a large scale because they continue to use old DUV equipment instead of the latest generation EUV machinery created by ASML due to the restrictions that the Dutch company has when selling them.
