withSemiconductorsRapid advancement of technology,SemiconductorsThe industry is growing rapidly around the world. However, the United States asSemiconductorsThe leader of technology has mastered many key technologies, so he has a greater say. AmericanChipsRestrictive policies have led to a global approachChipsThe transformation of giants, including TSMC,asmland other enterprises have been affected. And Chinese mainland is the world's largestSemiconductorsOne of the markets has always relied on importsChips, facing the United StatesChipsChallenges posed by limitations. However, it has also inspired Chinese mainland to accelerate independent research and developmentChipsdetermination, all kinds of funds and talents are pouring inChipsindustry, promotedChipsThe boom in construction made itHuaweiand other enterprises gradually realizedChipsThe breaking of the independent industrial chain.
Implemented in the United StatesChipsRestrictions were preceded by U.S. businesses such as:Intel, Qualcomm, Nvidia, and TSMC, which relies on U.S. technologyasmland other enterprises with advancedChipsTechnology is making a lot of money in the global market. However, due to the United StatesChipsRestriction on the implementation of the policyHuaweiSMIC, Shanghai Microelectronics and other Chinese companies were included in the entity list and were subject to high-end procurement in the United StatesChipsand device limitations. This has not only caused difficulties for Chinese companies, but also caused huge losses to American companies. However, even lobbying by these American companies has failed to change the situation, and US Secretary of Commerce Raimondo has even bluntly stated that it will continue to be implementedChipsRestriction Policy. However, this has not stopped companies such as Nvidia from continuing to develop in the Chinese mainland market. Because of theseChipsThe giants are aware of the importance of the Chinese mainland market, and they do not want to lose this market, so they have changed their strategies.
Nvidia andasmlAsChipsimportant enterprises in the field have also been influenced by the United StatesChipsImpact of Limitations. However, they are aware of the potential of the Chinese mainland market and despite the pressure of restrictions, they are accelerating their expansion to Chinese companies**Lithography machineand other equipment. At the same time, South Korean enterprisesSamsungand SKHynixAlso deeply affectedChipsLimit the impact of the policy. As for following the American sideChipsrestrictions, ignoring dependence on the Chinese mainland market, led to South KoreaChipsExports have been declining for 13 consecutive months, which has brought huge losses to enterprises. However, South Korea** and businesses are taking action and actively seeking solutions. First, they solved the issue of an annual exemption period, providing a longer exemption for South Korean companies to expand in the Chinese mainland market. Second, South Korean companies have acceleratedLithography machineto cope with the expansionChipsDemand for the recovery of exports. In addition, Korean companies are also actively seeking to cooperate withasmland other businesses to communicate directly to ensure that they get enoughLithography machine**。These changes show that the United StatesChipsRestrictive policies have been triggeredChipsThe actions and transformations of the giants.
The American sideChipsThe implementation of restrictive policies has changed the worldChipsThe pattern of the industry has been reshapedChipsThe competitive dynamics of the giants. Chinese mainland has accelerated independent research and developmentChipsThe pace of the construction of independenceChipsIndustrial chain. At the same time, Korean companies are also taking active action to find solutions to overcome themChipsThe dilemma of declining exports. This series of changes shows that in the worldChipsCompetition,ChipsThe giants are constantly adapting and adjusting their strategies to ensure their survival and growth. However, we should also reflectChipsIs the industry too dependent on a few companies and technologies?Should we strengthen independent innovation and R&D capabilities, and reduce imports?ChipsDependencies?This is an issue that requires us to think deeply and strive to pursue. Only through independent innovation can we be globalChipsOccupy a more competitive position in the competition to ensure their own development and long-term prosperity.