The Chinese market is for the worldSemiconductorsIt is undoubtedly a huge and irreplaceable opportunity for enterprises. In a recent data, South Korea announced,SamsungChipsThe value of exports skyrocketed by 129%, which undoubtedly givesSamsungA respite. The increase in this number is due to:SamsungObtained a permanent exemption from the United States to continue to invest in China, build factories, and exportChipsto the Chinese market. This news is not only trueSamsungis good news, but also to othersSemiconductorsCompanies are sending an important signal that the importance of the Chinese market cannot be ignored.
Since the beginning of this year,Samsungencountered the "Meixin incident" from the United States. This policy directly restrictsSamsungExports to ChinaChips, giveSamsungIt was a huge blow. According to public data,Samsungof net profit exceeded 90% in the first three quarters of this year, especially in the second quarter, with a range of 96%. This is undoubtedly a devastating blow. At the same time,SamsungAt handChipsWarehousing has also increased by more than 40 percent, raising concerns about whether it will be able to withstand the shock. And as the world's topSemiconductorsEnterprise,SamsungThe degree of dependence on the Chinese market is also self-evident, nearly halfMemory chipsAll of them are exported to the Chinese market. Therefore, when the Chinese market was abruptly cut off,SamsungThe stock price responded, and the performance plunged is also reasonable.
Luckily, thoughSamsungEventually, a permanent immunity from the United States was obtained. This means:SamsungIt is possible to continue to invest in the construction of factories in China and resume exportsChipsto the Chinese market. This is for youSamsungIt is undoubtedly a relief in the snow, and it is also the key to its performance to recover.
Not only thatSamsung, miscellaneousSemiconductorsCompanies are also realizing the importance of the Chinese market. toNvidiaFor example, as a globally well-knownSemiconductorscompany, its CEOJensen HuangHe has repeatedly said that he will continue to vigorously ship to the Chinese market and personally fly to China for inspection. NvidiaLaunched a special edition for ChinaChips, that is, through the already availableChipsAppropriate adjustments were made to keep their performance below the ban so that they could continue to be exported to the Chinese market. This move once again demonstrates the importance of the Chinese market to the worldSemiconductorsThe attractiveness and importance of the business.
Similar, SKHynixIt has also been working hard to find ways to export to the Chinese market, and eventually andSamsungtogether obtained permanent immunity from the United States. The reason why these companies are so aggressive in competing for the Chinese market is precisely because of the huge capacity and potential of the Chinese market. Needless to say, for the top in the worldSemiconductorsFor companies, the Chinese market is an opportunity that cannot be overlooked.
As we all know, the Chinese market is the largest in the worldSemiconductorsOne of the consumer markets. With ChinaEconomyThe continuous development andTechnologyThe advancement of innovation, rightSemiconductorsChipsThe demand is also increasing. So either waySamsungNvidiaOr something elseSemiconductorsThe Chinese market is of great strategic importance to them.
fromSamsungwithNvidiaIn terms of performance, the Chinese market is not just a traditional sales market for these companies, but a strategic partner. At the same time, it also shows the great attractiveness and vitality of the Chinese market.
However, as the above analysis points out, over-reliance on external markets is not advisable. The importance and urgency of China's independent R&D are also becoming increasingly prominent. As a big country, China should speed upSemiconductorsThe pace of independent innovation in the industry to improve the core competitiveness. Only through independent innovation can we truly walk out of the transformation from the low-end to the high-end of the industrial chain.
GloballySemiconductorsAgainst the backdrop of turmoil and uncertainty in the industry, the Chinese market has attracted the world's top with its huge capacity and rapid growthSemiconductorsThe eyes of the enterprise. For these companies, the Chinese market is not only a sales market, but also a strategic partner. However, as China, we also need to be aware of the risks of over-reliance on external markets and accelerate the strengthening of our independent innovation capabilities. Only in this way can it be truly realizedSemiconductorsSustainable development of the industry. The U.S.-China gameThe situation also makes foreign investmentSemiconductorsBusinesses are in a dilemma, hence ChinaSemiconductorsEnterprises need to be more active in independent innovation and strive to achieve autonomy and controllability in core areas. At the same time, the attractiveness and potential of the Chinese market remains, for the worldSemiconductorsBusinesses will continue to be an important growth driver**. Therefore, under the uncertainty brought about by the game, ChinaSemiconductorsEnterprises should continue to accelerate the pace of innovation and cooperate with foreign enterprises for mutual benefit and win-win results to meet challenges and seize opportunities.