The seven chip giants have "turned their faces"!Foreign media announced that the whole situation had collapsed
The United States did not listen to the advice and insisted on changing the rules again, which made the six chip giants crazy, and this scene was really unbearable.
In order to crack down on Huawei and other national high-tech enterprises, the United States once again changed the chip rules, requiring that no one can ship at will without obtaining a new license, and plans to restrict Qualcomm, Intel and other companies from shipping 4G, WiFi and other products to Huawei.
In addition, the United States has also turned its attention to Japan and the Netherlands, restricting Japanese and Dutch manufacturers from shipping advanced lithography machines and other equipment to Huawei through a tripartite agreement.
What's even more despicable is that the United States has officially introduced chip subsidy conditions, and all applications for subsidies exceed 1$500 million companies must share 75% of profits above expectations and provide data on wafer capacity, variety, sales** and expected yield.
This series of policies directly led to the abandonment of the seven giants of the integrated circuit industry, four of which are American companies, namely Intel, Nvidia, Qualcomm and Synopsys, and the others are Samsung, TSMC and ASML.
The first to turn the tide was Nvidia, which circumvented the policy and replaced the A100 with the A800 for domestic manufacturers, and the H800, a replacement for the H100, is also under development, and these products are special products.
This was followed by Intel and Synopsys, which followed Nvidia's lead in providing products for domestic shipments.
Among them, Intel has begun shipping a special version of the i5 i7 series to China, and Synopsys will ship a special version of EDA software to China.
Qualcomm, on the other hand, was more direct, making it clear at a financial meeting that it hopes to continue to offer Huawei** 4G, WiFi and other products, and the license will continue for several years.
Compared with Qualcomm, ASML is more aggressive, not only directly rejecting the lobby of the United States, but also taking the lead in revealing the news of the tripartite agreement, saying that it will also be able to ship freely by June.
However, ASML will continue to sell its 1980 DIdUv lithography model, which is capable of reducing chip processes down to 7nm in multi-process.
Of course, the situation of TSMC and Samsung is somewhat unexpected.
Since the U.S. has asked Samsung, TSMC and others to produce more chips locally, but they can't solve the subsidy problem, both companies are building factories in the U.S. aggressively.
TSMC and Samsung rejected these conditions as the U.S. not only demanded that TSMC and Samsung share 75% of profits that exceeded expectations, but also demanded that they hand over important data on wafer manufacturing, expectations** and production.
TSMC said it could not negatively impact manufacturers in Taiwan Province, while Samsung said TSMC was asking for too much data that threatened survival.
Both sides are very positive, which means that building a factory in the United States will be more uncertain, and it is possible to follow Foxconn closely.
The seven giants of the integrated circuit industry have been targeted, and foreign media have said that this is a turning point for the whole chain of the integrated circuit semiconductor industry, which plays the most important role.
It is understood that the reason for the changes in the giants of the integrated circuit industry is mainly due to the excessive loss of products due to the limitation of shipments, and the revenue and net profit of Intel, NVIDIA and other companies have declined, and they have begun to plan layoffs.
Qualcomm's net profit has been declining for several quarters in a row, and the key is that the downward trend of these chip giants will continue.
More importantly, the development of domestic manufacturers is too fast, not so much that 14nmeda software has been localized, it is better to say that the 14nm process has reached mass production scale, and 7nm has completed the research and development task.
Even in terms of lithography machines, Shanghai Microelectronics has achieved the technical verification of 28nm precision lithography machines.
In this case, the chip giants can only find a way to ship, because Bill Gates has made it clear that the United States is powerless to prevent China from having strong chip performance, and once the breakthrough is completed, major American companies will lose a larger market.