In recent years, due to the continuous increase in the number of U.SChipsIndustry restrictions and interference, globalSemiconductorsThere have been many changes in the industry. Not onlyChinese enterprisesAs a result of the development difficulties, even American companies and foreign companies that rely on technology have been severely damaged. After a long period of hard work,ChipsThe giants finally saw the light of day. However, they unexpectedly welcomed the American sideChipsrestricting notifications, which is undoubtedly worse for them. In the face of this dilemma,ChipsThe giants reacted unexpectedly and took action.
1. Nvidia's predicament and its change of face
Nvidia as a company focused on GPUsChipsof the company, which has long been a CPU giantInteland mobile phone SoC giantsQualcommThere is no light in the shadows. However, with the rise of artificial intelligence (AI), Nvidia has finally gained a foothold in the GPU space with its focus on computing power. However, the good times did not last long, and when Nvidia was just starting to rejoice, the United States issued a targetChipsRestriction notice, resulting in Nvidia being unable to provide the world's largestSemiconductorsMarket shipments. At the same time, they also found that even they modified a special edition for the mainland marketChipsThere are also restrictions. However, in the face of this dilemma, Nvidia has no intention of giving up, after all, the mainland market accounts for about 20% of their revenue. In order not to be banned from shipping, Nvidia plans to revise it againChipsdesign, with the launch of three special editionsChips。This decision caused displeasure among US Secretary of Commerce Raimondo, who directly named Nvidia and warned them if a special edition was launchedChips, will be restricted. In the face of this threat, Nvidia'sceoJensen HuangUnable to bear it any longer, he publicly told Raimondo that they didn't want to break the rules, but please tell them the specific rules. Soon, Raimondo changed his tune and allowed Nvidia to ** AI to the mainlandChips, but the limit is advancedChipsof exports.
2. ASML's challenges and choices
As globalLithography machineGiantsasml, the Dutch company has long begun to expand its business on the mainland. Previously, they had shipped a total of 1,000 units to the mainlandLithography machineThis year, another 400 units were shipped. However, the US side has been obstructingasmltowardChinese enterprisesshipments, and first limited the high-endEUV lithography machine, which was followed by an advance to the immersion DUVLithography machinerestrictions. To meet this challenge,:asmlThere was even a tripartite agreement with Japan and the Netherlands**. However,asmlInstead of succumbing to the restrictions of the United States, it accelerated the speed of shipments to the mainland. According to the data, in the second quarter of this yearasmlThe share of revenue from the mainland market reached 24%, and it soared to 46% in the third quarter. Old and newceoOn the occasion of the replacement,asmlFirmly express the importance of the mainland market. Outgoing oneceoWennink was outspoken about U.S. export controls and emphasized the importance of revenue from the mainland market to the company's technological leadership. And the designateceoIt is even more implicitly stated that the mainland market is very broad and difficult to decouple.
3. Samsung's dilemma and how to deal with it
As KoreanChipsRepresentatives of manufacturers,SamsungwithSK hynixIt has long started its business in the mainland market and established a number of wafer fabs. The mainland market is the largest in the worldChipsSouth Korea has about 40% of the marketChipsExit here. However, in the past two years, the US side has been rightChipsThe restrictions led to South KoreaChipsExports continue to decline, and Korean companies have suffered huge losses. SamsungNet profit fell by more than 95% in the first two quarters of the year, and although the decline was reduced in the third quarter, it was still a decline. In the face of such a grim situation, South Korean companies are no longer submissive, and actively communicate with the United StatesSamsungwithSK hynixof mainland factories were granted a permanent exemption. This is a treatment that even TSMC has not received. In order to further consolidate its position in the mainland market, South Korean companies accelerated the expansion of their factories in mainland China, and achieved expansion in NovemberChipsExports increased by 12 percent year-on-year9%。At the same time, the ROK high-level also made a rare visit to the Netherlandsasmlheadquarters, in order to fight for the purchaseEUV lithography machine。Such a move shows that South Korean companies are bypassing the "middleman" of the US side and directly confronting themasmlCommunicate.
In addition to the above-mentioned Nvidia,asmlSamsungetcChipsgiants, as well as TSMC,IntelQualcommand other companies are also facing the United StatesChipsThe dilemma of limitations. TSMC actively strives for mainland customers, even at the expense of lowering7nmChipsThe selling price. Intelsaid that if the restrictions continue to be expanded, there will be no point in building their factories in the United States. QualcommAfter seeing the losses widen, mass layoffs began first in the United States. These reactions show thatChipsThe giants are increasingly dissatisfied with the US restrictions, and they are unwilling to lose such a huge market share. This also makes the US restrictions no longer effective.
The American side did not expect that, they didChipsRestrictions in the industry have instead led toChipsThe giants collectively changed their faces, and they were resolutely opposed. This change has made it difficult for the US to sustain its restrictive measuresChipsThe giants have shown determination and ability to cope with the difficult situation. Despite the challenges and dilemmas they face, their actions show their reluctance to give up this huge market. They are modified in a variety of ways, such as modificationsChipsdesign, communication with **, etc., efforts were made to find solutions, and gradually got rid of the restrictions of the American side. Predictably, with the globalizationSemiconductorsThe market is becoming more and more competitiveChipsThe giants will continue to stand together to protect their interests and market share.
However, it is undeniable that the restrictive measures of the US side are still givenChipsThe industry brings a lot of uncertainty and challenges. AlthoughChipsThe giants have taken a series of countermeasures, but they still need to deal with the risk of a possible further expansion of US restrictions. This also makes them in the development of development strategies andInvestmentsPlanning needs to be more careful and thorough. At the same time, in response to the restrictions of the American side,ChipsThe giants are also actively looking for other markets and partners to reduce their dependence on the U.S. market and remain competitive in the global market.
In short, the American sideChipsRestrictions have led to a global approachChipschanges in the industry, and triggeredChipsThe plight of the giants and the collective change of face. They strive to protect their interests and market share by taking a variety of countermeasures. However, challenges remain, requiring them to continue their efforts to find solutions to deal with uncertainty and risk. At the same time, globallySemiconductorsThe competition in the industry will become more and more fierceChipsGiants also need to find other markets and partners to improve their competitiveness. The future development will be full of challenges and opportunities, I believeChipsThe giants will continue to work hard to meet and respond to these changes.