South Korea has changed its attitude towards China's semiconductors and wants Latin American companies to "go into the water" to deal with 1269 trillion losses.
Lost 12South Korea, which has 69 trillion US dollars, suddenly changed its semiconductor industry policy towards China, and wants to "launch" American companies together?
South Korea is the "spire" of the chip industry, but similar to TSMC, they can't get out of the U.S. technology system, so even if they master the relevant technology, they don't have enough autonomy, and they are finally forced to a dead end by Biden's camp.
In response to China's semiconductor industry, South Korea can be described as a "rapid retreat", resolutely opposing the "four chip alliances" from the beginning, and then continuing to put pressure on the Biden camp, Yoon Suk-yeol's transformation can be described as very subtle, but it has finally worked.
With the launch of the Kirin 9000, the United States had to adopt a strategy of "chip dumping", reducing the speed of production of CPUs and AI, and at the same time, South Korea also received a permanent license from the Chinese factory.
In a sense, South Korean companies have gained huge benefits, but in fact, they have become "puppets" of the Americans, and the most affected is Samsung, whose chip sales have been declining since December, down more than 95 percent year-on-year.
KSB reported a loss of 375 trillion, plus 894 trillion, a total loss of 1269 trillion yen, which made Yoon Suk-yeol and others very concerned.
After realizing the impact of China's chip industry on South Korea, they gradually put down their work, trying to persuade Biden to lift the restrictions on exports to China, cancel the domestic business of Samsung and SK hynix, and repeatedly emphasized the importance of "Chinese enterprise orders", which is a radical change, but without Biden's approval, any efforts are in vain.
Samsung has always been Samsung's biggest asset, but also Samsung's largest income, can be said to be the industry's leader, but with the introduction of the United States' semiconductor policy, Samsung's products have not been sold to Chinese enterprises, so Samsung will always be in a state of loss.
What the hell is dragging US companies into the water?
Yin Xiyue knows very well that if more high-end chips cannot be produced, then Chinese companies will begin to localize, and low-end chips will no longer rely on imports, and over time, they will break China's monopoly, and Yin Xiyue will have to "turn back" in order to keep his own industry.
Starting from June next year, Samsung's inventory will exceed 180 billion, and there is a large backlog of money in the "factory warehouse", and those high-end chips that were originally snapped up are now thrown into the warehouse to "eat ashes", if not solved in time, Samsung's loss is not as simple as 12 trillion won.
The reason why Samsung will lose to China is because their marketing concepts are different, now Samsung, has entered the overseas market, Huawei's ** chain has been restored, Xiaomi, OV, Glory and other brands are constantly improving, and Samsung's market share is gradually being "eroded".
Samsung is the representative of South Korea's electronics industry, now that this is happening, South Korea will certainly not let go of American companies, they have long been ready for Latin American companies to "go into the water", with the rise of AI and AI technology, DAM, NAND and other memory chips are gradually being replaced, and the next generation of HBM is the best choice.
It just so happens that Nvidia and SK hynix have joined forces to occupy more than 90% of the global market, and Samsung needs to rely on artificial intelligence to turn the situation around, but Nvidia's development has not been smooth, because of the latest ban, A800 is specially tailored for Chinese users.
Nvidia has also prepared three new chips, but after verification, their performance is only about 20% of A100, which is a "shrunken version", while Huawei's artificial intelligence chip can exert 60%-70% of the power of A100, so this product does not make much sense.
Nvidia once occupied more than 70% of China's AI market, but now it seems to be back to square one, because Biden's team has been tightly controlling Chinese companies, which has had a great impact on China's development, in a sense, Nvidia, like Samsung, is a grasshopper in the same boat.
The production of domestic artificial intelligence chips has entered a white-hot stage, without the support of Europe, America, Japan and South Korea, then Chinese companies will have more time to invest in their own products, as for whether it is a good thing or a bad thing, it is not easy to say now, I don't know what you think about it?
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