The chip industry has always been the focus of global attention, especially in the Chinese market, where chip giants need to sell the chips they produce to Chinese consumers. However, due to the products involving advanced chips, they have always attracted the attention and restrictions of the United States. The U.S. is constantly revising the rules, which has caused damage to the business of the chip giants. In the face of this situation, chip giants are no longer patient and have chosen to "change face" and adjust their strategies.
As one of the world's largest consumer markets, China has growing consumer demand. In the fields of smartphones, consumer electronics, electric vehicles, and the Internet of Things, China's demand has been growing strongly, making the chip market have huge potential in China. Therefore, chip giants such as Nvidia, Intel, Qualcomm, and ASML have sold their products to China, and almost most of their revenue comes from the Chinese market. However, the U.S. approach has baffled people along, and in order to maintain its competitive advantage, the U.S. has arbitrarily disrupted the rules of chip globalization, which has forced the chip giants to cater to it. However, this does not mean that they will abandon the Chinese market, on the contrary, they will use their own ways to continue to cultivate the Chinese market.
As a U.S. company, NVIDIA's AI chips are subject to U.S. export control regulations and cannot be shipped normally. In response, Nvidia began to develop more modified versions of its chips, reducing chip performance to meet export standards. On the one hand, this move ensures the shipment of chips, and on the other hand, it also allows Nvidia to continue to compete in the Chinese market.
Dutch company ASML is facing a similar challenge, in the third quarter of this year, they shipped a large number of lithography equipment to China and obtained an export license for high-end DUV lithography machines from the Netherlands, so that they can continue to supply high-end lithography machines to the Chinese market without being affected by the rules. ASML CEO Wennink said that isolating China is hopeless, and if they don't share technology, they will do it themselves. As a result, ASML insisted on shipments and gained a 46% revenue share in the mainland market.
In the face of U.S. restrictions, both U.S. and non-U.S. companies have set their sights on the Chinese market, believing that doing business with China is their common goal. Although the United States restricts the export of high-end chips, the shipment of low-end chips has increased. The United States does not mean that it has cut off its own financial means that it has lost its financial resources, and they are well aware of the importance of the Chinese market to them. Nvidia and ASML have chosen to provide low- and mid-range products to meet the needs of their customers within the scope of the rules. In the short term, these products can support demand, but it is necessary to realize that technological progress will not stop, and there is still a long way to go. Whether it is a mature product or a high-end product, it must be understood that the core technology cannot be purchased and exchanged. As ASML says, if they don't share the technology, they do it themselves. Time will tell that while some chips are not the only option, they can also achieve wonderful results when exploring new development paths.
The United States accounts for about half of the world's chip sales, and almost all the mainstream chips on the market are American, covering many fields such as smartphones, computers, and automobiles. The United States will cut off its own financial route by preventing its own companies from shipping chips, which is obviously inconsistent with its own interests. The reason why the United States chose this attitude is that they have taken measures to ban the export of high-end chips, but they have increased shipments of low-end chips. This shows that the United States clearly recognizes the importance of the Chinese market and does not want to miss out on this business opportunity. U.S. companies such as Nvidia and ASML can still meet the needs of the Chinese market with low-end and mid-to-mid-end products within the scope of the rules.
The chip industry is a highly globalized industry, and companies from all over the world want to find markets on a global scale. However, with the changes in the international situation and the intensification of competition between countries, chip giants are facing various challenges and restrictions. However, they will not abandon China, a market with huge potential, but will respond and adapt in various ways. Companies such as Nvidia and ASML have chosen to provide low-end products within the scope of the rules to meet the needs of the Chinese market. Patience and durability are very important for chip giants, who are constantly adjusting their strategies to adapt to the changing environment. Finally, we should recognize that core technology is the competitive advantage of chip giants, and it is also a valuable asset that they cannot easily share. On the road of scientific and technological progress, we need to remain patient and tenacious, and continue to explore and progress.
Summary: Chip giants have chosen to "change face" in the face of US restrictions and adjusted their strategies to meet the challenges. Although the United States has restricted the export of high-end chips, the shipment of low-end chips has increased. This shows that they clearly recognize the importance of the Chinese market. This is good news for Chinese consumers, as we can continue to enjoy the products offered by the chip giants. At the same time, for the chip industry, this is also a moment of opportunities and challenges. We need to be patient and enduring, keep up with the pace of industry development, and constantly push forward scientific and technological progress. In this process, we also need to understand that core technologies cannot be easily shared, and only through continuous efforts and innovation can we make greater breakthroughs in the chip industry chain.