The chip war between China and the United States Don't use the phrase "kill 1,000 enemies and lose 800 yourself", it's ridiculous
Some time ago, we saw a lot of articles on the Internet, all of which were stated"The United States suppressed Chinese chips and suffered heavy losses for itself"This means.
The article also cites some examples to prove this, such as the reduction of chips imported from China in 2023, and then Intel, AMD, Micron and other manufacturers have suffered heavy losses because the Chinese market does not pay.
It is also said that Intel, Nvidia, Qualcomm and other manufacturers have warned the United States** that continuing to suppress China's chip industry may make them pay a permanent price.
Many people say that once the Chinese market is lost, who will the American chips end up selling to?Therefore, don't look at the United States suppressing China's henchmen, in fact, they are also suffering heavy losses, gritting their teeth and insisting, that is"Kill 1,000 enemies and lose 800 yourself"。
Seriously, if we look at this from a business point of view, of course correct.
After all, China is indeed the world's electronic product manufacturing center, but it is also the world's largest chip consumer market, and in recent years, annual imports have accounted for more than 70% of global chip production.
However, the chip war cannot be looked at with business logic, the chip war has risen to the level of war, and business has always been the decisive point.
Just like the Russia-Ukraine conflict, it will have a huge impact on the economies of both sides, and even on the global economyIt's about politics rather than economics, about the future, not about the present.
The United States is a global center for science and technology and economy because it has world-leading science and technology. The United States once said that in the past 100 years, every technological breakthrough has basically been led by the United States.
Relying on the world's leading technology industry, the United States has conquered the world and mastered military, economic, chip and dollar hegemony.
Once someone challenges the authority of the United States in these areas, it is unacceptable for the United States, because it shakes the foundation of the United States, especially the chip industry, which is the winner or loser of the future Sino-US competition.
Therefore, we see that the United States has continuously introduced chip bans, strictly guarded and completely blocked China's chip development, and even united Japan and the Netherlands.
And in the process of this blockade, it is bound to damage the interests of some American companies, such as Intel, NVIDIA, Qualcomm, etc. After all, the Chinese market accounts for about 20% of NVIDIA's total revenueThe Chinese market accounts for about 25% of Intel's total revenueThe Chinese market accounts for more than 60% of Qualcomm's total revenue.
But obviously, it is impossible for the United States to listen to the demands of these companies, and these American companies are louder, but they cannot really shake the determination of the United States to suppress China's chip industry, which is no longer a problem.
Therefore, industry insiders quietly say that the United States is"Kill 1,000 enemies and lose 800 yourself"This is also just self-congratulatory, business interests have always been the decisive point of political interests.
So we hope that nvidia, intel and others will **, about lifting the ban on chips is impossible, we save you, but also rely on their own advancement, it is important for us to recognize reality, we do not have these unrealistic illusions.