Apple, Nvidia, and ASML hit new highs in market capitalization, and the U.S. goal was achieved after the chip rules were revised.
Wafer production. Especially in the fields of new energy vehicles, metaverse, and artificial intelligence, chips are becoming more and more important. In the U.S., a year later, chip regulations have changed, and the Big Five are no longer free to ship, but are subject to rigorous audits;Moreover, since November last year, the United States has provided a series of confidential information to chip manufacturers around the world, including the number of shipments, inventory quantities and customer information.
The United States wants all the chip manufacturers in the world to hand over their information.
With so many steps down, what will be the result?Apple's market value is more than 3 trillion, making it the first enterprise in the world to exceed 3 trillion;The market value of Nvidia has reached a new level, exceeding $800 billionASML's total assets reached a record $304 billion, 400 times more than it did after its initial public offering in 1995. Why is it that with the change in U.S. regulations, many technology companies are growing their market share rapidly?
The largest company in the United States.
The largest company in the United States.
In today's brutal market environment, any business will have a great advantage. Now, in order to compete for new energy vehicles, Toyota's eight factories in Japan, 11 production lines were forced to stop production due to a lack of qualified chips, which is a heavy impact for Toyota.
Tesla is one of the largest in the world.
At the same time, Tesla suddenly rose to prominence, and its market value exceeded 1 trillion in a period of time, more than any other company combined. As a result of supplying chips to American businesses, they have seen a huge improvement in quality and brought huge benefits;At the same time, they will also use their earnings for research and development to maintain their technological advantage, which is a good cycle.
Wafer production. **Chip.
By establishing regulations and obtaining relevant information, the United States occupies a "handle" in the entire semiconductor industry - which side has it, which side does not, which side has the advantage, and so on. In the beginning, the United States was not strong enough to divest the semiconductor industry, TSMC and Samsung had it, and lithography technology was in ASML.
However, because the overall power of the United States is very strong, they have already controlled the entire chip chain before the arrival of competitors. There is no doubt that in this process, the influence of ** is very important, not only the output of chips, but also related to the development direction of chips.
Huawei shares***
How is this good?
Huawei is the company with the highest R&D investment and the highest R&D investment in the world, but after being limited by chips, it still can't break through, which can't help but arouse our vigilance - other companies with R&D investment far lower than Huawei, can they resist in the face of similar situations?
In fact, the problem that Huawei is currently facing is not only its own problem, but also its complete industrial chain is not perfect, and it has not formed a complete overall joint force. You can imagine that if it weren't Huawei, but a whole bunch of equally powerful companies that didn't need to worry about being blocked at all.
Therefore, to put independent innovation in the first place, first, there must be more and more high-tech enterprises, such as Huawei, etc., resulting in a series of technological turning points;As more and more small and medium-sized companies join the chain, only a large number of research and R&D enterprises have joined forces to make great progress in the semiconductor industry.
What do you think about when we will be able to make a breakthrough on the chip?Please leave a comment.