The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

SMIC (Semiconductor Manufacturing International Corp) is the largest Chinese semiconductor manufacturer with a global market share 5.32%. Only TSMC and Samsung surpass it. Currently this is the only Chinese company that has the necessary technology to manufacture 7nm integrated circuitsbut Hua Hong Semiconductor, China’s second largest chip producer, is developing the technology necessary to manufacture this class of semiconductors. The US Department of Commerce has confirmed without intending it that Hua Hong Semiconductor is very serious with its 7nm photolithography. And it has done so because, according to Reutershas notified the most important lithography and wafer processing equipment manufacturers in the US that they no longer have permission to deliver their most advanced machines to this Chinese company. The purpose of this US entity is clear: it aims to make it difficult for Hua Hong Semiconductor to conclude the development of its 7nm lithography. Lam Research, Applied Materials and KLA already have one more obstacle in China Department of Commerce technicians analyze export requests within the framework established by current regulations and approve or deny the sale of integrated circuits and wafer processing equipment to China. The current regulation is the most effective tool at the disposal of the US Government to try to slow down the development of China’s semiconductor industry and prevent it from acquiring the capacity to manufacture cutting-edge integrated circuits in the short or medium term. Hua Hong is preparing to start production of 7nm chips at its Shanghai plant Hua Hong Semiconductor’s division specializing in third-party chip manufacturing is called Huali Microelectronics, and it is preparing to launch the production of 7nm integrated circuits at its Shanghai plant. The sources that have revealed this information assure that Huawei has collaborated with Huali Microelectronics on this project, which invites us to reach two reasonable conclusions. The first is that Huali’s 7nm lithography is likely to play an essential role in GPU production capacity for artificial intelligence (AI) from both Huawei and other Chinese companies. And the second conclusion is actually a plausible hypothesis. And, like SMIC, Huali does not have access to ASML SVU teams. For this reason, it is very likely that with the help of Huawei it has developed security techniques. multiple patterning to be able to manufacture 7nm chips with the UVP machines in its possession. Lam Research, Applied Materials and KLA are three of the US companies that the Commerce Department has notified that they can no longer provide Hua Hong Semiconductor with their most advanced wafer processing equipment. China is a very important market for these companies, so presumably they are going to lose several billions of dollars in sales. Lin Jian, the spokesperson for the Chinese Ministry of Foreign Affairs, has declared that his country expects the United States to stabilize global industrial and supply chains and keep trade functioning normally. Image | TSMC More information | Reuters In Xataka | TSMC is already the highest-earning chipmaker on the planet. It has beaten two semiconductor giants

Chinese fighters have targeted Japanese fighters over Okinawa. Japan’s response has been forceful: an archipelago of missiles

The tension between China and Japan has entered a cycle of accelerated deterioration that is no longer limited to diplomatic exchanges or formal protests. In recent weeks, the western Pacific has been the scene of maneuvers increasingly aggressive in which the lines between deterrence, warning and provocation become dangerously blurred. In the last few hours the most serious episode to date has taken place. A strategic rivalry. It all started on the weekend, with the lighting with fire control radar of Japanese fighters by J-15 aircraft from the Chinese aircraft carrier Liaoning near Okinawa, a situation that has set off all the alarms in Tokyo. The gesture (an act iunequivocally hostile in military parlance) comes at a time when Japan has committed to reinforce its presence in the area around Taiwan and the Ryukyu island chain, a decision that Beijing perceives as a frontal challenge to its regional ambitions. The spiral is worsened by the statements of Prime Minister Sanae Takaichi, pointing out that an attack on the strait could activate collective defense Japanese, a phrase that China has elevated to the rank of strategic provocation. Radar, aircraft carriers and a risk. Aerial interaction near Okinawa fu much more an isolated incident: it marked the first time that Japan officially disclosed a radar lock Chinese about their fighters. The Japanese Ministry of Defense registered about a hundred of takeoff and landing operations of Liaoning aircraft, in parallel to two episodes in which the J-15 fixed their firing sensors on Japanese F-15s, forcing the latter country to immediately deploy its own combat air patrols. China responded accusing Japan of interfering in their exercises, alleging that it had previously delimited the maneuver area. Chinese aircraft carriers and destroyers moved through the Miyako Strait, one of the sea corridors connecting the Pacific to the East China Sea, while official Chinese media they ridiculed Japanese defensive capabilities and warned that any move toward a more active military role “would lead to its own destruction.” The language, accompanied by real maneuvers which combine naval presence, air patrols and psychological pressure, defines an environment where any tactical error could lead to a crisis. Liaoning Ryukyu as an advanced shield. Faced with this escalation, Bloomberg told that Japan has undertaken the largest military reconfiguration since the Cold War, articulated around a concept that analysts have called the “missile archipelago”. Yonaguni, the country’s westernmost island, has become a surveillance and electronic warfare outpost just a stone’s throw away. 110 kilometers from Taiwan. From 2022, after the salvo of Chinese missiles that fell near its coasts, Tokyo has multiplied the installation of anti-aircraft batteries, long-range radars and response units amphibian distributed throughout the Ryukyu chain. The military presence in Kyushu is also increasing, with deployments of F-35s and long-range missiles. At the same time, the government has started to prepare to the local population with briefings that reveal both the magnitude of the challenge and the growing concern among citizens who vividly remember the trauma of the battle of okinawa. The militarization of the region, although supported by a majority of young Japanese, continues awakening misgivings between sectors that fear that a conflict in the strait will turn their islands into the first line of fire. Japanese military in Okinawa Fight for historical legitimacy. we have been counting. The operational tension is added to an equally volatile front: the historical dispute. Chinese state media has reactivated narratives that question Japanese sovereignty over the Ryukyu, reinterpreting the postwar period and selectively citing statements of 1945 to present Japan as a nation whose sovereignty “is to be determined.” Beijing takes advantage of these references to reinforce its claim about the Senkaku and to argue that his view on Taiwan has a historical legitimacy that Japan cannot contradict. Tokyo responds by appealing to Treaty of San Francisco and to the existing international legal framework, but its effort to maintain stability collides with Chinese pressure, which combines repressive diplomacy with psychological operations aimed at local communities. In other words, the historical dispute is not rhetorical: it feeds the perception in Japan that the conflict with China is not temporary, but deeply structural. Taiwan in the shadows. The link between Japanese security and the fate of Taiwan is today explicit. The doctrine collective defense revised in 2015 allows the country to intervene if Japan’s survival could be compromised, and security analysts they point out that a hypothetical American operation to defend the island would require the use of Japanese bases. Tokyo’s refusal to cooperate with Washington, in such a scenario, would put the alliance itself at risk, making Japanese participation almost inevitable. China is fully aware of this and concentrates its efforts on fracturing the perception of inevitability, putting political, military and psychological pressure to erode the Japanese margin of decision. On that board, the new electronic warfare units in Yonaguni and the missile batteries distributed throughout the archipelago, they could become, if necessary, key nodes in an integrated attack chain between Japan and the United States, which would make them priority targets for a Chinese offensive in the initial phase. Uncertainty. The result of these dynamics is a western Pacific that advances towards an area permanent frictionwhere each movement is interpreted as a dress rehearsal and every political statement is magnified as a strategic notice. The air raidsnaval exercises, the militarization of the islands and the historical dispute between great powers converge in a reduced geopolitical spacedensely populated and highly symbolic. For Japan, the crossroads It is complex: reinforce its defense without reigniting domestic fears about militarism, coordinate with the United States without becoming an automatic target, and respond to China without setting the region on fire. For Beijing, the key is in maintaining the pressureexpand its margin of future action in the Taiwan Strait and fragment the strategic unity of its adversaries. Image | US Indo-Pacific Command, GoodFon, rhk111, RawPixel In Xataka | China has just shown Japan a diplomatic dart that it had been keeping for decades: World War II … Read more

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