The United States' restriction of chip shipments will not only not affect the development of China's chips, but will also allow more companies to invest in the chip industry. The most important thing is that in the US chip ban, the most seriously damaged are actually a series of US chip giants and semiconductor companies that follow the United States to restrict chip shipments.
Products and markets have always been mutually successful, and if there is no support from the Chinese market, then who should the products shipped by chip giants be sold to?Nvidia CEO Jensen Huang once said: If China does not buy, then who will the chips produced in the United States be sold to?
Chips are basically used in consumer electronics, Internet of Things, new energy vehicles, home appliances, artificial intelligence and other fields. But in fact, whether it is consumer electronics, new energy vehicles, home appliances, artificial intelligence and other fields, China's industry has developed very rapidly and occupies a large market share.
The downstream industry chain of chips is basically concentrated in Chinese mainland, which has led to China becoming the world's largest chip consumer market. When the demand for chips is strong, chip giants can also ship to other markets, but now that the global chip market demand continues to decline, if the chips are not shipped to the Chinese market, who else can they sell to?
The United States wants to exclude China from the chip industry chain, but in fact, it has become China "isolating" the chip giants. Now chip giants have begun to change their faces, including Nvidia, Intel, Qualcomm and other American chip giants, as well as Samsung, TSMC and other non-American semiconductor companies, all of which have begun to violate the chip ban.
Nvidia, Intel and other U.S. chip giants have previously lobbied Biden to lift the chip ban, and after lobbying to no avail, they tried to bypass the chip ban and ship. Not only that, since the Chinese market has stopped buying, chip foundry giants such as TSMC and Samsung have also begun to change their faces.
Recently, TSMC not only restarted the construction of the Nanjing factory, wants to expand the production capacity of the 28nm process in the Chinese mainland market, but also reached cooperation with a number of Chinese companies for 7nm orders. In order to better obtain orders from Chinese companies, TSMC has also begun to reduce the foundry architecture of mature processes and 7nm processes.
In addition to TSMC, Samsung has also been moving closer to the Chinese market in recent times, especially after obtaining a shipping license and shipping to the Chinese market freely, and the number of chips shipped in November ended for 16 consecutive months**. Samsung directly said: It is inseparable from the Chinese market.
Some industry insiders said: The chip ban is actually killing 800 enemies and losing 1,000 yourself. China's chip industry chain is in a stage of rapid development, and the United States and its allies have excluded Chinese chips from the world's leading chain, which will indeed affect the development of Chinese chips. However, the demand for chips in the Chinese market is there, and the global chip industry chain cannot be used, so Chinese chip manufacturers will naturally choose the way of localization and substitution.
Chip semiconductors can be called a pillar industry for the United States, and have a great impact on the entire chip industry chain. Now that the United States restricts the shipment of high-end chips, it will naturally lead to damage to the US chip giants. However, what Biden could not have imagined is that the impact of China's chip industry will lead to the acceleration of the process of domestic substitution, but the loss of the interests of the US chip giants will only lead to their attempts to circumvent the chip ban.
At present, in addition to facing the embarrassing situation that major semiconductor giants have changed their faces, the US chip ban is also facing the problem of how to maintain the chip ban. Not long ago, Nvidia's AI chip shipments were limited, and within a few days, Nvidia announced that it would ship three AI chips.
There is no doubt that if the United States continues to restrict, Nvidia will inevitably continue to launch new chips. Repeatedly changing the fine rules of the chip ban will only lead to more loopholes and conflicts. This is obviously not a good thing for the US chip ban.
The United States wants to use a subsidy of 52 billion US dollars to attract chip foundries to build factories in the United States, so as to develop the local chip industry chain in the United States, but judging from the current situation, chip giants are becoming more and more disappointed in the American market. Although the US chip ban is still maintained, the United States' plan to exclude China from the chip industry chain has obviously been "shattered".
Postscript:
The chip pattern has obviously changed, Samsung and TSMC have re-laid out the Chinese market, including Nvidia, Intel, Qualcomm and other American chip giants have also begun to "change face", although the chip ban is still maintained, but the United States' plan to exclude China from the chip industry chain has obviously been "bankrupt", I am a technology creator