The chip giants of South Korean enterprises have turned the first degree, and foreign media doubt that it is too late.
Awake?"The chips of Korean companies have changed their faces, and foreign ** questions are too late.
South Korea's chip companies Samsung and SK Hynix are both the world's largest chipmakers. However, the two companies seem to have been put together by the United States in a recent plan called the "Chip Subsidy Act" in the United States. What's going on?What method did the U.S. use to deal with South Korean companies this time?Why did Korean companies not find out that they had been scammed until today, when it was too late?
The United States has a monopoly on the global chip market.
The United States is the birthplace of semiconductor chips and one of the most influential countries. Qualcomm, Intel, NVIDIA, AMD, these chip giants that everyone is familiar with are all from the United States. According to some data, American companies occupy more than 70% of the world's high-tech chips, which shows their dominant position in the chip industry. However, the United States has been focusing on high-end chips in recent years, and has not put much effort into chips. This is also the reason why the United States is not very strong in chip manufacturing.
The Korean company is a very powerful semiconductor company.
Compared with the United States, South Korean companies such as Samsung and SK hynix have strong chip production capabilities. No matter which one it is, it is the world's top foundry company, and it has world-class strength in the production of chips. Perhaps aware of the shortcomings of the chip manufacturing industry, the United States recently introduced a "Chip Subsidy Act" to give a maximum of $52 billion in subsidies to foreign-funded enterprises that want to build factories in the United States. There is no doubt that this is a huge ** for a semiconductor company in South Korea. Therefore, large enterprises such as Samsung and SK hynix have invested and set up factories in the United States in a down-to-earth manner to prepare for "subsidy" in the United States.
The U.S. has continuously raised subsidy standards, and South Korean companies have changed their views on this.
The true intention of the United States in this move is undoubtedly revealed at this time. The United States has amended the "Chip Subsidy Act", adding many harsh clauses to it: first, the company receiving the subsidy must share "excess profits" with the United States**;The second is to leak technical secrets to the United States;The third is to comply with the United States' control ...... on production capacity and qualityThis is undoubtedly a squeeze for Korean companies. To put it bluntly, the United States wants to use this subsidy bill to support its own chip industry, rather than really trying to help South Korean companies. South Korea's chip makers immediately changed their stance when they sensed that their interests were being threatened. Samsung, for example, has announced that they will build five new chip manufacturing plants in South Korea, with a total investment of 300 billion won. SK hynix also said that they will further strengthen construction in the country. But foreign ** is worried that South Korea's chip companies have woken up too late, they have invested more than $10 billion in the United States, and they will not withdraw for a while.
1) What exactly is the U.S. plan to target South Korean companies this time?
The United States seems to be supporting its own chip industry, but in fact, it is suppressing South Korea. If a Korean company really wants to set up a factory in the United States, it will not only lead to the theft of technology, but also lose its competitive advantage in the future. So this is a bill that the United States has created for the sake of balance and balance.
2) Why don't Korean companies realize they've been cheated?
In the past, Korean companies were only concerned about making money, without considering the risks. In addition, they believe that the United States will not play a trick on themselves. But unfortunately, they eventually fell into the "routine" of the United States. This reflects the vigilance and vigilance of South Korean companies in the face of the crisis.
3) Can the current Korean chip companies respond?
And now, these chip companies have said that they want to invest in China, which is good news. However, since a large amount of money has been invested in the United States, it is difficult to withdraw in a short time. The most realistic approach is to continue to meet our investment obligations to the United States, but in the long run, stay vigilant and don't get involved. China and South Korea can also cooperate more in chips.
The incident quickly caused an uproar on the Internet. Some netizens said that South Korean companies were still too naïve to know what the United States was planningSome netizens said that the U.S. move is a support for local companies, and South Korean companies need not be too sensitive;Some netizens also said that China and South Korea should strengthen cooperation and win-win situation in the case of Sino-US games. In general, the integrated circuit industry has become a new battlefield for countries around the world, and the rules of the game are also changing.
This event reflects the complexity and gaming of the global chip market. Although South Korean companies have a great advantage in the industrial chain, their strategy is so weak in the face of U.S. policies. In the context of the intensifying game between China and the United States, the United States wants to weaken South Korean companies by raising the best barriers. South Korean companies have also lost a lot in this game. The lesson of this lesson is that we must not relax our vigilance and have a sober understanding and vigilance against the "routines" of foreign countries. China and South Korea should strengthen strategic cooperation in countering the U.S. technology monopoly, which is not only beneficial to the companies of both sides, but also promotes the balance of the world's chip industry. We have every reason to believe that China and South Korea have the ability to break down the "technological barriers" of the United States and thus achieve the goal of independent control.
This accident is a wake-up call. In this game, China and South Korea should always be vigilant against possible risks and be vigilant against possible "traps" in the outside world. Only by working together can the two countries maintain their advantages in this fierce chip industry and achieve a win-win situation. Wait and see.