For more than four years, the U.S. has focused on:Semiconductorsfield, and through several modificationsChipsrules, strengthen ChinaChipsRegulate, giveChinese science and technologyCorporate & GlobalChipsBusinesses have had a huge impact. ExceptChinese chipsRelevant businesses are subject to direct restrictions outside the worldChipsThe giants were also affected. Interference in the United StatesSemiconductorsBefore the industry evolved,ChipsGiants withChinese science and technologyThe company has established a good cooperative relationship. China is the world's largestChipsThe importing country has created huge profits for the US chip giants every year. However, the American shot brokeSemiconductorsThe balance of the market, many U.S. chip giants are restricted from continuing to export to ChinaChipsandLithography machineequipment, led to ASML,QualcommMicronInteland other enterprises have suffered hugelyEconomyLoss. AlthoughQualcommNvidiaInteland other CEOs have publicly called for suppressionChinese chipsManufacturing will bring negative results and make the United StatesChipsManufacturing has regressed, but these calls have not been heeded and understood by the United States.
However, Raimondo made a critical representation of the company in a public interview, which he believes isSemiconductorsThe industry should focus on the overall situation and should not be sacrificed because of short-term revenue reduction*** This position highlights his vision and responsibility as a leader.
After more than four years of gambling,ChipsThe giants gradually recognized the urgency of the situation. toNvidiaLeaderChipsThe giants have begun to change their strategy and start looking for ways to continue to move to China**Chipsof the road. NvidiaFounderJensen HuangIt has been stressed many times that there is only one Chinese market in the world, and leaving the Chinese market will bring huge benefits to American companiesEconomyLoss. Therefore, in the case of circumventing the ban and not violating the rules,Nvidiasaid that it will continue to develop those that meet the requirementsChips** to the Chinese market.
ExceptNvidiaOutside,NikonIt also said that it will manufacture a new one that meets the requirements for the mainland marketLithography machineto continue to China**Lithography machine。This means,Nikonwill no longer be subject to the ban and actively look for solutions instead of passively waiting. Also, South KoreaSamsungAfter two consecutive quarters of net profit**95%, it also actively applied for a permanent waiver in the United States. After obtaining a permanent immunity,SamsungBegan to accelerate the construction of factories in the Chinese mainland market, and in November its Chinese marketChipsThe export situation reversed, with a year-on-year increase of 129%。
AmericanChipsThe act of sanctions has caused a global phenomenonChipsThe dissatisfaction of the giants. These companies believe that the United States is imposing sanctionsChinese chipsAt the same time, the manufacturing industry also harms the interests of its own enterprises. ChipsThe industry isGlobalizationThe industry, whether it is manufacturing, design or market demand, requires the cooperation and common development of all parties around the world. However, the unilateral actions of the United States not only disrupt the market order, but also limit the development space of enterprises.
ChipsBusinesses are looking for a new way out, which also means that the US sanctions against China have become less and less supportive, and this is doomed to be a failure. The U.S. side should re-examine their behavior and listen to the worldChipsThe voice of giant enterprises jointly promotes the healthy development of the industry.
U.S. vs. ChinaChipsSanctions to the worldChipsThe impact of the giants is huge. Interference in the United StatesSemiconductorsBefore the industry evolved,ChipsGiants withChinese science and technologyThe company has established a good cooperative relationship and obtained huge profits from the Chinese market. However, the U.S. sanctions upset the market balance and caused the U.S. chip giants to sufferEconomyloss, and raisedChipsThe discontent of the giants. In order to continue to the Chinese market**,NvidiaNikonand other companies began to look for new development paths and continue to cooperate in a way that bypassed the ban and complied with the rules. This trend shows that the US sanctions against China are doomed to failure, globallyChipsGiant companies have begun to look for new ways out, hoping to jointly promote the healthy development of the industry. However, the U.S. side should re-examine its own behavior and listen to the worldChipsThe voice of the giant corporation to achieve the globalChipsThe long-term prosperity of the industry.