Yin Xiyue's stance on Chinese chips has changed, and after a loss of nearly 70 billion, will it drag American companies into the water?
Recently, in the technological encirclement and suppression of the United States, South Korea's sense of presence has become a little low, and Yoon Suk-ul's attitude has also become a little subtle.
However, Yoon's attitude has not changed, because in the past period, South Korean companies have become under the technological hegemony of the United States"Puppets", or even a victim. For example, the amount of semiconductors in South Korea continues to declineFor example, the competitiveness of Samsung and SK hynix continues to weaken, and so on.
Later, South Korea finally began to lower its profile, not only urging the United States to lift the ban on Samsung and SK hynix in the mainland market, but also claiming that the mainland market plays an important role in global semiconductors.
Of course, in the position of banning Chinese chips, South Korean semiconductors have quietly changed their position. However, the current change in attitude will not save the market interests of Korean companies.
According to South Korea's KBS TV station, Samsung Electronics lost as much as 37 percent in the semiconductor field in the third quarter of this year500 million won, plus 89 percent of the loss in the previous two quarters400 million won, Samsung has lost 126 in less than a year900 million won (about 69.9 billion yuan). The problem of declining performance lies in the field of memory chips, which Samsung has always been proud of.
Those familiar with Samsung's semiconductor division know that in the past, Samsung's main revenue came from memory chips. After surpassing Toshiba, Samsung officially sat on the top spot in the flash memory market, and even if Samsung's mobile phone market in China is not optimistic, Samsung can still rely on the revenue of the storage business to stabilize its position as the global technology company leader. However, the semiconductor market is already unstable, and due to the adjustment of market supply and demand, memory chips are even difficult to sell.
According to reports, by the end of June 2023, Samsung's semiconductor inventory reached 180 billion. As a result, Samsung had to urgently adjust its capabilities to restore balance. But at the same time, Samsung still hasn't changed the downward trend. So far, Samsung has recorded a loss of up to 12 billion won.
Samsung's losses: who is bad?Domestic semiconductors in South Korea are not easy to do, but at the same time, American companies seem to be being affected"Dragging"Finish.
If Samsung wants to turn the tide in the semiconductor business, the most direct way is to suppress the development of AI chips, because of the current situation, it is difficult for Samsung to transform as soon as possible. Because of the hot AI era, DARM and NAND memory chips will also be eliminated one after another and turn to new HBM chips. It just so happens that NVIDIA and Skhynix have teamed up to 90% of the AI chip market. In this case, halting the development of the AI market is an opportunity to turn the situation around in the short term.
Wait for this opportunity, nvidia"It's all the same"The company found itself banned from shipping to the mainland market, even covering the original diversion restrictions of the A800 series. It is reported that Nvidia will lose $5 billion in orders as a result, and not only that, but it also needs to find new customer markets for the special edition chips that it has sold. Although it is difficult to ** what kind of losses Nvidia will suffer in the future, but at present, Nvidia's artificial intelligence storm in the mainland market is at a low ebb.
All this, in the eyes of the outside world, seems beyond reproach.
Nvidia's chip ban only directly shows that the United States has a strict attitude towards China. But if we want to dig deeper, we find some interesting things, such as Raimondo saying that American companies make money in the mainland market, even if they don't sell cutting-edge chips. For another example, the upgrading of domestic artificial intelligence chips is already the trend of the times, and it makes little sense to restrict NVIDIA. But the United States has issued a ban on NVIDIA, and not only that, but also opened the ban on Samsung and SK hynix in the mainland.
Personally, the current semiconductor market environment is not so simple, it is difficult to maintain a strong competitiveness alone, Samsung and NVIDIA are good examples, and even intentionally or unintentionally, they have become chips or pawns in semiconductor competition.
Finally, has Nvidia invariably forbidden you to have a new view of Samsung's current losses?Comments, likes and shares are welcome!