The general trend of US restrictions has gone, allied companies are back, and it is imperative to adjust the industrial chain
In the field of technology, there has been a surge lately. The rise of Huawei, the return of the Kirin 9000s, and the latest moves by the former United States are changing the landscape of the global technology landscape. Against this background, American"Restrictions"It seems to be disappearing, while tech giants like Huawei are on the rise.
First of all, Huawei still withstood the pressure under the four rounds of suppression by the United States and made a major breakthrough, which is enough to prove its strong R&D capabilities. Huawei's launch of the Mate60 series of mobile phones, the return of the Kirin 9000s, is undoubtedly the best response to the United States. This also allows us to see that with the efforts of domestic technology companies, the restrictions of the United States cannot stop the development of the domestic technology industry.
However, the former United States has not given up and has begun to plan new actions. According to the latest information, the United States has already announced"CHIPS Act"Final Regulations for the Protection Clause. These terms stipulate that the United States must accept stricter conditions for building factories for companies that want to receive old American subsidies. The move is seen as a huge test for TSMC, Samsung and others to build factories in the United States.
Surprisingly, however, these companies can't seem to resist the pressure. According to reports, South Korean tablet giant Samsung's net profit fell by more than 90% for two consecutive quarters, which is undoubtedly a major blow to Samsung. This is also considered Samsung's"Shame"。In this case, the former American"Restrictions"Gone are gone.
Now, not only Samsung is beginning to feel powerless, but even the American giants Qualcomm, Nvidia, and Intel have begun to collectively pour water to lobby Biden: I hope the scope of restrictions will not be expanded. In addition, members of the Tripartite Alliance from the Netherlands and Japanese lithography machine giants have also begun to find ways to apply for licenses, hoping to continue shipping. This series of moves is undoubtedly a collective rebellion against US restrictions.
It can be seen that the United States is very dynamic"Restrictions"It has gradually decreased. Although the United States has continued to introduce a series of restrictions, these measures have been met with collective opposition. What's more, companies that have been restricted are also constantly looking for countermeasures, and have even begun to lobby for changes in restrictions. This development is undoubtedly good news for Chinese tech companies.
As a Chinese technology company, Huawei's rise has been unstoppable. And with the United States"Restrictions"With the gradual relaxation, Chinese technology companies represented by Huawei will have more opportunities to gain international market share. This will also further promote the development of Chinese technology companies and enhance their influence in the world.
In addition, other semiconductor industry giants that want to extend the exemption period will also have the opportunity to gain more business opportunities. These companies can respond to old U.S. restrictions with more flexible strategies to gain more market share and profits.
In general, over time, the American side"Restrictions"The dynamics have gradually weakened. In this context, the rise of Chinese technology companies represented by Huawei, and the construction of factories in collective waters with the United States will become the new normal in the technology field. And for the international technology industry, this is undoubtedly the beginning of a major change. In the future, we have reason to believe that China's science and technology will play an increasingly important role in the international arena.