The chip giants of China and the United States have completely reversed, and the pattern of foreign media has changed dramatically
Because the United States once started early and had the right to speak in the semiconductor industry chain, and in view of Huawei's leading position in the field of 5G, it has continuously strengthened the suppression of China's technology industry, and this trend has not changed since Biden took office. This crackdown includes technology blockades, sanctions, investment restrictions, and tightened export controls, with the aim of comprehensively restricting China's scientific and technological development.
Some time ago, the United States continued to change the rules of chips, which not only made Chinese companies suffer, but also made its American companies Qualcomm and Intel unable to ship normally. Even Bill Gates, the founder of Microsoft, once said that if the chips of Chinese companies are too painful, he asked Chinese companies to speed up the pace of self-examination, and in the end, American companies will not only lose market share, but also lose a lot of high-paying jobs.
In the face of Biden's continued suppression of China, the first to sit still is not Chinese companies, but a number of foreign companies such as Qualcomm, Intel, NVIDIA, and ASML. As a result, the three major chip giants in the United States began to change their faces!
First of all, Qualcomm took the lead. Due to the escalation of U.S. sanctions on Huawei, the latter is unable to provide Huawei's ** 5G chips, and this part of the business alone will lose $8 billion per year. But in order to recover the losses in time, Qualcomm asked Huawei to send it an exclusive 4G chip. However, Huawei's 4G mobile phone shipments are obviously not as good as 5G, but it also indirectly allows Apple to seize the opportunity and directly swallow Huawei's high-end market together. And then came the bad news,Qualcomm obviously untenable,Some time ago, Midea said,Want 4G special version of the chip to be cut together,This time Qualcomm completely blew up,Directly appealed to the former United States,But the former United States did not help Huawei say good things,Instead, ask to resume the supply to Huawei。
The second is NVIDIA, whether it is in the field of cloud computing or intelligent AI, it is very dependent on NVIDIA's chips. In order to suppress this part of the United States, it directly cut off the ** of Nvidia's high-end GPU chips. The A100 and H100 series cannot be shipped, and you must know that these two series of single chips** are in 10,000 US dollars. The profits of these two pieces are much higher than the profits of ordinary graphics card chips. But Intel did not give up, and immediately launched a special version of the H800 chip for China. Industry insiders broke the news that the H800 chip is a castrated version of A100, but its basic hardware parameters are basically the same, and it is also claimed to meet the rules of the United States.
Finally, Intel. As a traditional PC chip giant, after the mask incident, the United States continued to cut off the ** of Chinese chips. As a result, it has been hit hard, and last year, Intel released a financial report that showed that revenue and net profit fell by 60%. This year, Intel will again try to avoid this problem. What's more, NVIDIA is its next-door neighbor, and this kind of operation can be described as textbook-level and directly copied. It also launched special edition chips, namely the i5-13490F and i7-13790F.
But these two products are no different from the castrated version of Nvidia, both are overclocked versions. More performance, but cheaper. For a while, it was thought that Intel was bringing its chips to market as cost-effectively as possible in order to recoup 22 years of lost performance losses.
Due to the emergence of some excellent domestic chip companies in China some time ago. The development momentum of domestic integrated circuit enterprises represented by Kunpeng, Feiteng, Loongson and Haiguang is rapid, especially the 3A6000 independently developed by Loongson Zhongke has posed a great threat to traditional foreign giants. If this chip is mass-produced next year, the A card and N card CPU markets will be divided.
And this time, the three major chip giants in the United States undoubtedly let the foreign media say it again and again, slapping Biden in the face. China is undoubtedly the largest consumer market for electronic products, and it is no exaggeration to say that 80% of chips will first enter the mainland. If the restrictions are lifted, it will not only be Chinese companies that will lose, but also American companies. If there is no market to digest, the technology of American companies cannot be talked about.
However, the three chip giants are once again close to discovering whether Biden is part of the plan, and we have not yet been able to prove. But what we know for sure is that for those who don't want to give up this big piece of meat. Independent research and development is an important guarantee for the development of science and technology, and it is also an important way to enhance national strength and economic competitiveness. China needs to strengthen independent research and development of science and technology, improve technological innovation capabilities and basic competitiveness, and realize a virtuous circle of scientific and technological innovation and economic development.