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The mountains have trees, and the trees have sincerity

Editor | Mountain has wood, wood has sincerity

The strength of the United States is unquestionable.

Russia's potential is also invincible, and the United States' control over Russia not only did not put Russia in a desperate situation, but also allowed Russia to achieve more development.

A massive drone war is unfolding in Ukraine. Both Ukrainian and Russian armies rely heavily on drones, which brings unprecedented combat capabilities to both sides.

The use of drones has brought great convenience to warfare. However, the large-scale use of UAVs also exposed the weakness of logistics supply, especially the Chip shortage. This seemingly localized war is actually affecting the lifeline of the global chip supply chain.

The UAV was first used in the battlefield by Ukraine. Ukraine has obtained a large number of UAVs provided by western countries, especially the "Phoenix Ghost" specially developed for it by the US military, which gives Ukraine a clear advantage. Russia also began to introduce UAVs in response to the offensive of Ukraine, and the Russian army mainly relied on the cheap UAV "Shaheed" imported from Iran.

But as the war situation evolves, the disadvantages of these drones are exposed - their slow flight speed makes it difficult to sustain the increasingly powerful air defense system of the Ukrainian army. Russia is accelerating its self-developed "Lancet" unmanned aerial vehicle and has announced that it has completed production of 200000 units, with an astonishing 1 million units still in mass production!

This number makes American hair stand upright. Russia clearly does not have enough chip production capacity to support such a large-scale production of drones. Where exactly do these chips come from? The United States launched an investigation and finally identified the key point - Kyrgyzstan.

Originally, Kyrgyzstan imported a large number of civilian chips from a large country and then transferred them to Russia through railway transportation in Kazakhstan, completely bypassing all Western countries. This supply chain, which foreign forces cannot integrate into, has become an important way for the Russian military to obtain chips. With the supply of drones, Russia has more confidence in Ukraine.

Seeing the restrictions imposed on Russia being broken and out of one's control. The United States was furious about this and immediately imposed sanctions on Kyrgyzstan. But a certain major country did not take this seriously and continued to engage in normal trade with Kyrgyzstan. The United States has extensive communication in Europe, and the transmission of information passes through the United States, which has as much say as possible.

But in Asia, the news from the United States is not so well informed, and the channels for obtaining information are also very limited. The United States is also trying to have more contact with Asia, break down this information barrier, and gain more leadership.

The truncation of chip technology implemented by the United States has indeed had a series of impacts on China and Russia. However, compared to the decrease in orders in the United States and the lack of raw materials, it can only be said that the losses suffered by the United States this time are greater, and the gains outweigh the losses.

China also has its own chip research, and its research results have received unanimous praise. In the market, it is also very popular due to its excellent quality and low price. However, with the continuous changes in market demand, the technology of chips is also facing upgrades.

In fact, the market for chips ranging from 65 nanometers to 90 nanometers is already very saturated, with meager profits. Only high-end chips below 14 nanometers can generate significant revenue. Chinese chip companies are also facing the challenge of obtaining funds from the mid to low end market and developing high-end technology.

The development technology of unmanned aerial vehicles in Russia is very mature, and various processes are relatively perfect. The production of some components relies on imports and is assembled domestically. We also have our own chip companies, but they are very limited and not as comprehensive as importing from abroad.

Through the encouragement of the United States, Russia has also realized that the role of drones cannot be underestimated. A certain number of drones is also a headache, and Russia has also mastered different types of drones with different functions in a short period of time.

The Russian military not only experienced an explosive increase in drone production, but also took the lead in equipping the S70 Hunter stealth drone, which is very similar to the Chinese Attack 11. It seems that cooperation between Russia and China in the field of chips is increasingly strengthening.

The United States is attempting to fully blockade Russia from the supply chain, but the Central Asian corridor has become the key to circumventing sanctions. The surge in the number of drones has brought heavy pressure to Ukraine, while also involving a complex game of chip industry development.

This not only affects the process of local wars, but is also closely related to the evolution of the world pattern. All parties are seeking breakthroughs in this competition, and the fate of the chip supply chain will become the key to determining its fate.

Kyrgyzstan, a small country in Central Asia, has frequently experienced the so-called "Colour revolution", which has led to frequent changes of state power.

Recently, the Kyrgyz government arrested a group of individuals involved in the coup plot and traced them to the Soros Kyrgyzstan Foundation in the United States.

This has once again drawn attention to the turmoil in Kyrgyzstan. So why does this small country in Central Asia frequently have "Colour revolution"? What role does the United States play in it?

Kyrgyzstan is a product of the founding of the Soviet Union. The Central Asian region was originally composed of various nomadic tribes, and the Soviet Union divided these tribes into five republics through ethnic division, one of which was Kyrgyzstan. A country without a history of independent founding is like scattered sand, easily exploited by external forces.

After independence, the Kyrgyz regime has not been stabilized. Frequent changes in the regime have led to frequent Regime change, which has also created conditions for intervention by external forces.

The most crucial thing is that Kyrgyzstan has been heavily infiltrated by external forces for a long time. A large number of western non-governmental organizations entered Kyrgyzstan and played a role in each "Colour revolution". These organizations are called "non-governmental", but they are actually controlled by Western countries.

So why is the West particularly concerned about this small Central Asian country? There are important geopolitical factors involved. Kyrgyzstan is located in the hinterland of Central Asia, and its geographical location is crucial. During the Soviet era, this was the only way to enter and exit Central Asia.

After the dissolution, the United States sought to establish bases here and control Central Asia. During the war in Afghanistan, Putin persuaded the President of President of Kyrgyzstan to allow American troops to stay here. This has accumulated influence for the United States.

Under the "the Belt and Road" initiative, China has strengthened cooperation with Central Asian countries, which poses a threat to the United States' control of Central Asia. The frequent launching of the "Colour revolution" has destabilized Kyrgyzstan, which not only curbs China, but also limits Russia's influence here.

This time, Kyrgyzstan has blocked and expelled all new media industries related to the European Free Radio in the United States, reducing some of the causes of instability in the country. The United States can only warn this country because there is no conflict of interest between the two sides and other connections.

Knowing that the United States is behind this, I am afraid that leaving these people behind will bring more trouble to my rule. The decisive arrest of these conspirators by the Kyrgyz government demonstrates the firm will of the government and also indicates that Western influence is weakening.

The United States has used this method in many countries, constantly causing riots through the convenience and speed of media dissemination. Causing social unrest and riots. Kyrgyzstan can have such a decisive resistance to such behavior by the United States. It is also inseparable from the recent actions of the United States.

Under the urging of the United States' actions, Russia and China have established closer cooperation and consistent goals. Let more countries that have been oppressed by the United States for a long time see hope and take the opportunity to break free from the constraints of the United States.

This has a lot to do with the rise of China's economic strength and the deepening of the "the Belt and Road" cooperation. China and these countries have gained a profound understanding, and China's concepts have also been recognized by more countries. The opportunity provided by China this time has given Central Asian countries the capital to compete with the West.

But the United States realizes that these countries' resistance will also be suppressed through other measures. The approach of the United States is unknown, and there are also doubts about whether Kyrgyzstan can respond. To avoid further instability in Kyrgyzstan, the country itself also needs to strengthen its governance capabilities.

Although the current president wants to follow the example of neighboring Kazakhstan's Nazarbayev for strong rule, he needs to establish more credibility among the people. The most important thing is to have the ability to control Western forces and avoid their continued expansion of influence.

Recently, the Japanese Asian Review magazine publicly questioned the core technology dependence of Chinese private enterprise DJI drones. This question has touched the sensitive nerves of the industry and also raised concerns about the future of Xinjiang.

In fact, while drone technology has made rapid progress, DJI has also been under pressure from the United States. This is full of complex political games and also raises concerns about the future fate of Xinjiang.

DJI Technology Co., Ltd. was founded in 2006. After more than 10 years of development, it has become a global leader in civil UAVs. Its low-priced and high-quality products are highly popular among consumers, with a market share of up to 80%. It can be said that Dajiang is a well-deserved drone hegemon.

Just as DJI received widespread praise, Japan's Nikkei Asia Review questioned its core technological strength. The magazine asked a Japanese technology institution to dismantle the DJI drone and found that 80% of the chips used were from the United States.

Chips are the core components of drones, and if the supply of chips is lost, Dajiang's production will be paralyzed. Some comments worry that DJI may repeat Huawei's mistakes and become the next target of US crackdown.

This concern is not unfounded. In fact, the United States' crackdown on Xinjiang has been ongoing since 2016. Back then, the US Congress called for restrictions on the sale of products from Xinjiang under the pretext of "leaking military secrets". Although Dajiang has never ventured into the military field.

This year, Textron Group also took Dajiang to court, accusing it of infringing intellectual property rights. Industry insiders criticize this accusation as unfounded.

It seems that the rapid growth of Xinjiang has raised concerns in the United States. Against the backdrop of increasingly fierce competition in the field of technology between China and the United States, it seems that Dajiang is also unable to escape the fate of being suppressed. The proposal of its core technology's external dependence provides the United States with a bargaining chip to exert pressure.

Compared to the blow suffered by Huawei, DJI's current situation is slightly better. After all, drones are not as sensitive as 5G and communication devices. Although the existing signs cannot be ignored, based solely on the current situation, the possibility of Dajiang following Huawei's old path is not very high.

However, whether this situation can be avoided depends on the countermeasures taken by Xinjiang itself. Dajiang must quickly reduce its dependence on core technologies and achieve autonomy and controllability. At the same time, it is also necessary to closely monitor international political trends to avoid becoming a victim of the Sino US game.

Like Huawei, DJI is a model for private technology enterprises. The outside world is looking forward to its continued rapid development and growth, becoming the pride of China's technological innovation.

The United States and the Netherlands are taking increasingly aggressive measures against the Chinese chip industry. This fully exposes the dangerous thinking of the United States and the Netherlands in the field of science and technology, which is "Zou huo ru mo", but they are destined to be difficult to suppress China's scientific and technological strength. Because China has already made sufficient preparations, China Russia cooperation has also provided strong support for responding to the blockade.

Recently, the Dutch government announced that from September 1 next year, it will strictly control China's export of high-end Stepper machines. Not only do new exports require approval, but the provision of maintenance and accessories for equipment already sold to China also requires approval from the Dutch government.

This is undoubtedly a dead order to block the development of China's Semiconductor industry. The Prime Minister of Prime Minister of the Netherlands said that this was due to pressure from Washington. It can be seen that the United States is the driving force behind this policy of restricting China's technological development.

Faced with China's rise, the United States is making every effort to suppress it. But we are not fighting alone, Russia will become a solid backing for responding to the blockade. The cooperation between these two countries in technology and resources will effectively resolve the blockade and suppression by the United States and the West.

China recently announced export controls on raw materials for chips such as germanium, which is a strong response to restrictions on the supply of key technologies by the United States and the West. China has over 90% of the global reserves of gallium and germanium. Export controls are bound to disrupt the development plans of the chip industry in the United States and the West, causing them to feel even more pressure.

In response to China's export controls, Russian companies have started to increase germanium production. China and Russia are expected to achieve cooperation in germanium trade and jointly address challenges from the United States and the West.

Encountered layers of lockdowns in the field of technology, but China was already prepared. We have made a major breakthrough in the core technology of Stepper and initially have the capability of independent manufacturing. China is walking on the path of technological self-reliance with firm steps, and the suppression from the West will instead become the driving force for our further development. Just like in history, China has developed from scratch and independently mastered multiple key technologies such as missiles.

Currently, China US relations are at a low point, and in order to get back on track, the US must lift unreasonable sanctions against China. But the United States and the West have clearly not yet realized the seriousness of the problem. After China announced export controls, the United States and the West reacted fiercely, even wanting to completely destroy China's chip production capacity.

ASML, a Dutch Stepper giant, has said that it will stop providing maintenance services for Chinese customers. This undoubtedly has a negative impact on the development of China's chip industry.

However, China has been prepared for many years and has been stepping up its layout of the chip industry, especially reducing its dependence on key equipment such as Stepper. In terms of Stepper, China has also made continuous breakthroughs.

summary

The cooperation between China and Russia will enable China to obtain a more stable supply of upstream chip materials. Russian enterprises increasing germanium output will help the two countries form control over global germanium trade.

It can be said that the US Netherlands blockade against China is a strategic misjudgment destined to fail. They mistakenly estimated China's strength and determination, and also underestimated the depth of Sino Russian cooperation.

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