The chip giants collectively "changed face", and foreign media began to buy chips from China to seek a breakthrough
Since 2019, the United States has imposed sanctions on Huawei, and four years have passed, and the United States is still expanding the list of entities for China's high-tech enterprises, and it can be said that the madness of the United States is close to madness.
It cannot be said that the United States has no impact on China's technological blockade, but it can only be said that we must be completely independent of the entire industrial chain"De-Americanization"Just as Huawei's 5-nanometer chips have reached the world's leading level, but they have not allowed TSMC to be used as an American technology, Huawei's efforts to break through the research and development of 14-nanometer EDA software cannot be said to be of great significance. It can't be said that it is of little significance.
Longjing is one of the leading enterprises in domestic CPU research and development, and is also treated unequally by the United States, but Longjing has embarked on a completely de-beautified industrial route, and the processor model 3D5000 released some time ago not only adopts the self-developed Loongarch architecture, but also achieves the production of chips without the American technical architecture.
Through chiplet, it broke through the arithmetic blockade of the United States, that is, the so-called, chip stacking technology packaged 2 loongarch3c5000 together, realized 4 channels and 128 cores, and successfully entered the ranks of international advanced chip companies, the most important thing is that loongarch is 100% independent and controllable, and does not require foreign technology.
Naturally, SMIC's wafer manufacturing has reached 14 nanometers, if it were not for the absence of EUV lithography machines, SMIC has revealed that it can immediately move towards 7 nanometers and below, and the etching machine we entered is in a leading position at the 5 nanometer level, only Shanghai Microelectronics, which is manufactured by lithography machines, is still one step away from the last foot in the door, the Chinese Academy of Sciences, Harbin Institute of Technology, etc. are trying to overcome the limitations of the basic technology and materials of the lithography machine.
However, in China's entire chip industry chain, with the acceleration of the independent journey, foreign chip giants really can't bear the collective"Change face", have said that they will continue to supply Chinese companies, and what's more, Biden was completely stupid by the impact of US sanctions on chip companies, and executives accepted the visit to China without exception. The market is booming, and investment and cooperation in the Chinese market will be increased.
Including Qualcomm's Amon, ASML CEO Wennink, Apple's CEO Cook, and even Samsung Lee Jae-yong, who has not been to China for four years, turned around and surpassed the supervision of ** and began to beg China to buy chips. The reason is that the sanctions imposed by the United States have made these chip giants bitter, the performance of the thunder, the layoffs of the layoffs, and the Chinese market, on the contrary, the situation is very good, plus entering 2023, China's economy will begin to take the lead in recovery, which has a huge attraction to chip giants.
In fact, we can also know a little bit from some data, in the past few years, China imported an astonishing number of chips, and the amount spent reached 400 billion US dollars, and last year, China's chip imports began to decline gradually, and the decline reached an astonishing 20%, nearly 100 billion chips.
China's SMIC semiconductor manufacturing ***SMIC), last year's annual operating income reached 50 billion yuan, a year-on-year increase of nearly 40%, but in this 50 billion yuan, most of the revenue comes from our own contribution to the domestic market, in stark contrast to foreign chip companies, Samsung in the first quarter of the unaudited **, the annual decline of 19%, to 63 trillion won, profits are also declining!96%, the worst performance in the past decade.
Even worse than Samsung is Micron, with second-quarter revenue of 369.3 billion won, compared with last year's ** revenue, has been directly halved, and the profit is directly negative, that is, a loss of 231.2 billion won, of course, like Micron"Make China's money and smash China's pot"company, we do not sympathize, otherwise would not accept our guarantee. Otherwise, you will not be subject to our security analysis.
This also means that from the United States Trump launched sanctions on China's chip industry, to now Biden has inherited the mantle, and there are more and more sanctions on Chinese companies, which may be a wrong decision from the beginning, and the United States' sanctions on China's chip industry will not always restrict China's development, but will stimulate China to embark on the road of complete independence. Unlike foreign chip companies, the US companies involved are now covered in bruises and have to look for opportunities and help in the Chinese market.
In any case, China must develop the chip industry chain completely independently, and must also cooperate with foreign companies to learn Xi more advanced knowledge and technology, so that the eggs are put in two baskets. Do you agree with this point of view?If you agree, please like, follow, and help.