Recently, in terms of chip manufacturing equipment, there have been two sets of diametrically opposed data, which is very abnormal.
On the one hand, China is importing high-end chip manufacturing equipment on a large scale, with an increase of 70%.
But on the other hand, this has not become good news for overseas chip giants, but the investment of the top 10 giants in the field of chip equipment is expected to shrink by 16%.
What kind of signal is this?
Comprehensive customs and other data,We found that in the past two months alone, China's imported high-end chip manufacturing equipment has seen a significant increase, with an increase of 70%.
But on the other hand, according to Nikkei,In 2023, the investment of the top 10 chip giants from the United States, Europe, Japan and South Korea is expected to decrease by 16% to $122 billionThis will be the first decline in the last 4 years and the largest decline in the last 10 years.
The reason for this phenomenon is not only caused by the epidemic and the economic downturn, but also the lack of support from the Chinese market demand, and the major semiconductor equipment giants have been forced to cut investment and orders.
The semiconductor equipment industry has long been an important pillar of the global technology industry, however, the industry is facing a cold winter recently.
The Chinese market has been an important driver of demand for semiconductor equipment over the past few years, however, demand in the Chinese market is being suppressed due to a range of factors, including war and policy restrictions.
While we've been aggressively buying in the past few months, analysts point out that this is in response to the latest restrictions on early buying, and orders from China will be significantly reduced in the future.
This is a huge challenge for the global semiconductor equipment industry, as the Chinese market plays an indispensable role in the global semiconductor industry chain.
In addition, this also has a lot to do with the breakthroughs that China has made in some of these subdivisions.
Among them, the Big 10 giants' investment in storage equipment fell by 44%, which is much larger than the overall level.
Storage devices are at the heart of data centers and cloud computing. However, due to the reduced demand in the Chinese market, global semiconductor equipment manufacturers have had to cut back on investment to adapt to the changes in the market.
But it should be noted that the real demand has not decreased, just because China has made very much progress in memory chips, so these needs can be solved internally. It is only the external demand for imports that has been reduced.
As one of the world's largest semiconductor markets, China's reduction in demand for semiconductor equipment will directly affect the global ** chain and have a far-reaching impact on the industry.
Overseas chip giants are increasingly aware that if they don't sell their products to China now, they may never have a chance in the future.
China's rapid development in the field of high-end manufacturing in the international arena has made Western countries nervous. In order to attract outstanding companies in the chip industry, the United States has introduced the CHIPS Act and provided huge subsidies. However, this move has had an unexpected backlash.
More and more businesses are now realizing that it is not easy to get subsidies in the U.S., and that investing in the U.S. market adds to wage costs, land costs, and financial costs as the Fed raises interest rates. Therefore, some important chip companies have made adjustments.
Now TSMC is back in Taiwan and has established a new global innovation center that demonstrates TSMC's plans to stay in Taiwan.
Samsung has also shifted more investment and production capacity back to South Korea, which shows South Korea's competitiveness in the global chip market.
Even the chip giants in the United States have begun to consider foreign development, such as the news of in-depth cooperation between Intel and Shenzhen.
It can be said that the layout of the chip bill has gone bankrupt.