What about those companies blacklisted by the United States?

In February, the news that 33 China enterprises were included in the unverified list came from the United States again, including Shanghai Microelectronics, a leading enterprise in mask aligner, China.

In the past three years, the United States has continuously blacklisted China enterprises, including the list of entities initiated by the US Department of Commerce and the so-called "China Military Complex Enterprises" (NS-CMIC list). Up to now, 6 1 1 China companies have been listed as entities by the United States.

It has been three years since 20 19 Huawei was first included in the "entity list". Being blacklisted constantly, China enterprises are caught off guard and become accustomed to it.

Being blacklisted by the United States means that winter is coming? One sanctioned enterprise after another is still standing after the storm, which shows the tenacity of China's science and technology.

ZTE: Keep a low profile and watch the weather.

As the first batch of sanctioned science and technology enterprises in China, ZTE's tortuous experience is one of the most representative cases.

In 20 16, the US Department of Commerce announced that ZTE was blacklisted for violating US export control regulations. Although ZTE was pulled out in 20 17, it was blacklisted by the Federal Communications Commission (FCC) in March 20021.

However, ZTE did not fall. A person familiar with the matter said that ZTE has been developing its own base station processor, and ZTE is also considering using more advanced chip manufacturing technology than 7nm. ZTE has informed suppliers that its goal is to achieve double-digit growth in domestic server shipments this year.

Although ZTE has not yet occupied a leading position in the global server market, its revenue from server and storage solutions in the first three quarters of 20021doubled compared with the same period of last year.

A person familiar with ZTE's situation said, "In the past few years, ZTE's pursuit of chip capabilities has become quite radical. Although the number is still small, it is making remarkable progress. "

Huawei pays a dividend of 50 billion yuan: as long as people are there, hope is there.

On May 2019 15, the United States targeted the entity list at China's science and technology enterprises, and Huawei placed an "order".

Being included in the "blacklist" is a blow to Huawei. From 2065438+07 to 2020, Huawei ranked first in smartphone shipments in China for four consecutive years. In the first year of sanctions, Huawei's market share was nearly twice that of the second vivo. However, in 20021year, under the extreme pressure of the United States, Huawei's domestic market share dropped from 38.4% in the previous year to 10%, a drop of 68%.

After three years of repression, news came in February this year that Huawei 202 1 continued to implement stock dividends, with a dividend amount of about 54.6 billion yuan. Revenue fell by 28.9%, and it was Huawei's responsibility to insist on stock dividends. Ren once said: "Talk less about feelings and give more money. Talking about money is the best respect for employees. "

For Huawei, talent is the most valuable asset of the company, and the demand for talent is the foundation of the development of this giant technology company. At present, Huawei's open recruitment for the society is mainly aimed at senior experts, and the number of junior positions has decreased. Different businesses attach different importance to talents. Almost all the places increased by school recruitment this year have been given to the smart car business. It remains to be seen what breakthroughs Huawei will bring in the smart car business.

SMIC's performance has gone up.

On June 3rd, 2020, 65438+February 3rd, Trump administration officially added SMIC to the so-called "blacklist of military enterprises", which restricted the company's ability to acquire high-end technology, and jointly pressured SMIC to ban the introduction of EUV mask aligner.

Recently, at the SMIC 202 1 fourth quarter results conference, Zhao Haijun, co-CEO of SMIC, said: "At the beginning of 2022, the Shanghai Lingang project has broken ground, and the two projects in Beijing and Shenzhen are progressing steadily, and it is expected to be put into production by the end of 2022."

According to the Q4 financial report released by SMIC, in 20021year, SMIC achieved revenue of 35.63 billion yuan, up 30% year-on-year, and annual profit of1073.3 billion yuan, up 48% year-on-year. At the same time, the company expects that the annual growth rate will be higher than the average level of the same industry in 2022, and the annual capital expenditure will reach 5 billion US dollars.

Two years after being blacklisted, SMIC is still booming.

The diplomatic tool that the United States relies most on is economic sanctions. But what is the effect of sanctions? According to the research of the database, the research of the University of North Carolina shows that sanctions can only force the other side to make concessions with a probability of one-third to one-half. The US government mainly uses three lists and presidential executive orders as sanctions against China enterprises, namely, the entity list, the military end-user list (MEU) and the so-called "* * * manufacturer's list of military enterprises in China". These three lists mainly restrict the supply chain and financing of China enterprises, while the presidential executive order restricts China enterprises from doing business in the United States. The above sanctions can be combined.

The US government's "list attack" frequently points to China's science and technology field, which has four main effects: First, it makes it more difficult for China enterprises to introduce technology; Second, it affects the foreign investment and mergers and acquisitions of China enterprises; Third, it endangers the supply security of key products of Chinese enterprises; Fourth, it affects the free flow of Chinese and American experts and scholars in scientific research and cooperation.

This is why at the end of 20021,the United States suddenly announced that Shangtang Technology, an AI company in China, was seeking an IPO. Although Shangtang Technology was successfully listed in the end, Shang Tang also experienced some twists and turns.

At SMIC's performance conference, when asked about the impact of entering the entity list, Gao Yonggang, acting chairman and CFO of SMIC, said, "It should be said that the entity list still has a great impact on SMIC's production and operation, and SMIC's main source of income still comes from mature technology."

In fact, the influence of the United States is not as great as you think.

202 1 1 5, Zhongwei Company was listed in the list of military-related enterprises in China by the United States, and Zhongwei Company responded that the above situation had no substantial impact on the company's production and operation, and all the import and export business of the company was normal at present.

Leon Technology will be included in the "investment blacklist" again after being included in the "entity list", which means that the company's business does not involve the US market, and the platform and intermediate platform of the company's cloud computing, big data and smart city are independently developed by the company. The event that the company is blacklisted by the United States will not have a significant impact on the normal operation of the company and the products and services provided by all customers, nor will it have a negative impact on the company's performance.

Lin Yifu, president of Peking University Xinjiegou Research Institute, said that any attempt to stifle China would only accelerate China's progress and make it lose its competitive advantage.

In the face of American repression, only China's unyielding spirit was awakened. In the key core areas, China has begun to study. On June 24th, 20 14, the National Outline for Promoting the Development of Integrated Circuit Industry was released, and the first phase of Big Fund was established in September. 20 19 10, the second phase of the Big Fund was established. Under the double guarantee of policy and capital, the development of China's integrated circuit industry has entered a fast lane.

In the past eight years, large funds (Phase I and Phase II) have made great efforts in "strengthening the long board, supplementing the short board, improving the scale and level" and improving the construction of supply chain support system for integrated circuit industry.

Five years ago, the sales of semiconductor devices in China was $654.38+0.3 billion, accounting for only 3.8% of the global chip sales. However, according to SIA's analysis, in 2020, China's semiconductor industry will grow at an unprecedented annual growth rate of 30.6%, and its total annual sales will reach 39.8 billion US dollars. With the increase of sales volume, China will occupy 9% of the global semiconductor market in 2020, surpassing Chinese mainland and Taiwan Province Province of China for two consecutive years, followed by Japan and the European Union.

The stock of domestic semiconductor-related enterprises exceeds 654.38+million. 202 1, nearly 1.5 million China enterprises registered as semiconductor enterprises. Many of these new companies are fabless start-ups specializing in GPU, EDA, FPGA, AI computing and other high-end chip design. Many of these companies are developing advanced chips, designing and streaming devices on cutting-edge process nodes.

China is striding forward. As Huawei wrote in a letter to all employees, "The road ahead is even more difficult. With courage, wisdom and perseverance, stand up straight under extreme pressure and go forward bravely! "