As the US side continues to exert pressure to interfere and reviseChipsrules, the global semiconductor industry has undergone major changes. For this has always been,TSMCFounderZhang Zhongmouare all representedChipsThe globalization of the industry is disappearing, and freedom** is in danger. And the American sideChipsThe restrictions have not only caused difficulties for Chinese companies to develop, but have also caused serious damage to U.S. companies and other foreign companies that have adopted technology, and even triggered themIntelQualcommand collective lobbying by companies such as Nvidia. However, it was surprisingChipsThe giants have changed their strategies. Let's take a look at Nvidia first.
For many years, Nvidia has focused on GPUsChips, all the timeChipsUnknown in the market, by CPU giantsInteland mobile phone SoC giantsQualcommobscured. However, with the rise of artificial intelligence AI, NVIDIA's GPUs, which focus on improving computing power, have finally ushered in their own opportunities. However, the good times did not last long, the American sideChipsRestrictions followed, and Nvidia had to face the dilemma of not being able to ship to the world's largest semiconductor market, and the restrictions were not limited to more than once, even the modified continental special versionChipsIt is also subject to restrictions. But Nvidia doesn't want to give up, because the mainland market accounts for about 20% of their revenue. So, they planned to revise it againChips, three special editions are availableChips。In this regard,Jensen HuangThis plan was also publicly confirmed in a recent interview. However, U.S. Commerce Secretary Wilbur Ross objected to this, directly naming Nvidia, saying that if Nvidia launched theseChips, they will immediately impose restrictions. So,Jensen HuangUnable to stand it any longer, they responded directly to Rose, saying that they didn't want to break the rules, but begged Rose to tell them the specific rules. Soon, Ross changed his attitude and allowed Nvidia to ** AI to the mainlandChips, but the limit is advancedChipsof exports. Next, let's take a lookasmlsituation.
As globalLithography machineGiants, Dutch companiesasmlIt has long started to expand its business in the mainland. Previously, they said that they had sent 1,000 units to the mainlandLithography machineThis year, it has increased to 1,400 units. Although the US side has been obstructingLithography machineExports to Chinese companies, including restrictions on high-endEUV lithography machineand the start of this year's promotion of restricted immersion DUVsLithography machine。In response to this,asmlIt also worked closely with Japan and the Netherlands to conclude and implement a tripartite agreement. However, despite this,asmlShipments to Chinese mainland are still accelerating. In the second quarter of this year, the proportion of revenue from Chinese mainland has reached 24%, and in the third quarter, it has reached 46%. Now,asmlIt is in a period of replacement between old and new CEOs, and the new CEO will take office in April next year. Recently, both new and old CEOs have been interviewed by reporters and expressed their positions on the ** relationship with Chinese mainland. Outgoing CEO Peter Wennink has been very vocal in his opposition to U.S. export controls. He said,asmlBeing able to stay ahead of the curve in technology is largely thanks to revenues in markets such as Chinese mainland. The new CEO is more subtle, saying that the market in Chinese mainland is vast, and it is very difficult to decouple between regions. Let's take a lookSamsungsituation.
As South KoreaChipsRepresentatives of manufacturers,SamsungwithSK hynixIt has long been operating in Chinese mainland and has established several fabs there. After all, Chinese mainland is the largest in the worldChips40% of the marketChipsExports are all sold to Chinese mainland. However, in the last two years the United States has implementedChipsrestrictions, South Korea actively cooperated, led to ChinaChipsExports continue to decline. As a result, South Korean enterprises suffered serious lossesSamsungNet profit fell by more than 95% in the first two quarters of this year, and although the decline was reduced in the third quarter, it is still in a downward trend. In addition,SK hynixCapital expenditures have also been cut, and some capacity reductions have been made. In the face of this situation, South Korean companies no longer passively accepted, but actively communicated with the United States, and South Korea also strengthened its mediation, which eventually made itSamsungwithSK hynixFactories in Chinese mainland were granted permanent exemptions, which wereTSMCand other companies have not been treated. Subsequently, South Korean companies accelerated the expansion of their factories in Chinese mainland, and in November, South Korea turned to ChinaChipsExports increased by 12 percent year-on-year9%。In addition, South Korean companies have also begun to bypass the "middleman" of the United States and work directly with theasmlCommunicate. Recently, there was a rare high-level visit to the Netherlands by the South Korean sideSamsungwithSK hynixAlso toasmlHeadquarters communicated with the hope of securing the purchaseEUV lithography machine。Actually, not only Nvidia,asmlSamsungand other companies, evenTSMCIntelQualcommetcChipsGiants, all against the American sideChipsRestrictions are dissatisfied, and no one wants to lose such a huge market share. TSMCActively strive for customers in Chinese mainland, and do not hesitate to reduce 7nm for this purposeChipsTarget**. Intelsaid that if the restrictions continue to be expanded, their factory construction in the United States will be meaningless. QualcommAfter seeing the losses widen, mass layoffs were first carried out on the U.S. mainland. Foreign media said that the situation suddenly reversed,ChipsThe giants have collectively changed their **, and the restrictions of the US side cannot stop them at all!
AmericanChipsRestrictions on the globeChipsThe industry has had a significant impact, not only making it difficult for Chinese companies to grow, but also hurting U.S. companies and companies in other countries. Therefore, manyChipsThe giants have changed their strategies and strengthened cooperation with the Chinese market. These changes show that the US sideChipsRestrictions don't stop the worldChipsThe development of the industry.