In recent years, the United States has implemented it frequentlyChipsRestrictive measures, designed to hinder the advancement of other countriesChipsDevelop. However, these restrictions are not only given to the United StatesChipsEnterprises have brought troubles, but also caused a series of **. AmericanChipsThe giants had to form groups to lobby in the hope of reducing the impact of the restrictions. However,U.S. Department of CommerceThe public outcry of the United States is forcedChipsThe giants feel the showdown again!By introducing the so-called "Entity List" system, the United States has not only restricted the number of people who are included in the listChinese enterprisesIt also restricts transactions with U.S. businesses. These measures further exacerbate the United StatesChipsThe plight of the business. HuaweiSMICThousands of Chinese companies, such as Shanghai Microelectronics, have been included in the Entity List and have been affected by export controls and are unable to buy some from the United StatesChipsand equipment.
AmericanChipsThe giants have always been globalChipsThe leader of the industry, but withChipsRestrictions have been tightened, and they are starting to feel the pressure. IntelQualcommwithNvidiaand other enterprises to unite, hoping to relax the pairChipsRestrictions of the industry. However, their efforts did not yield the desired results. On the contrary,U.S. Department of Commerceof the ministers publicly stated the need for export controls and stressed the importance of ***. This makes the United StatesChipsThe giants are in trouble because they face significant loss of profits and the risk of losing market share.
IntelIntelis the largest in the worldChipsOne of the manufacturers, however, for the seventh consecutive quarter of a serious decline in performance, was blamedChipsImplementation of the Restriction Policy. This makesIntelIt had to re-evaluate its business model and development strategy in response to changes in the market.
Qualcomm: As a global leaderWireless communication technologyCompany,QualcommBecauseChipsrestrictions and suffered huge losses. Under the restrictions of the American side,QualcommOnly toHuaweiApply for 4GChipslicense, at the same time, its annual toHuaweiShippedChipsThe scale has also been significantly reduced. This leads to:Qualcomm's net profit fell 48% year-on-year in the fourth quarter.
Nvidia: AlthoughNvidiaInArtificial intelligenceSome breakthroughs have been made in the field, but its performance is not affectedChipsThe impact of the restriction is only temporary. Due to the decline in market demand,NvidiaWe had to develop AI that was slightly below the limitChipsto continue to supply to Chinese companies. However,U.S. Department of CommerceMinister Raimondo directly named himNvidia, and indicate ifNvidiaContinue to supply Chinese companies, they will be restricted.
Nvidia: AlthoughU.S. Department of CommerceThe minister has already named himNvidia, and gave a warning about its supply, butNvidiaFirmly stated that it will continue to develop the Chinese market. NvidiaCEOJensen HuangIn an interview, he said that China is the largest in the worldChipsmarket,NvidiaWe will continue to expand our business in the Chinese market. In addition,Jensen HuangAlso revealedNvidiaNew ones are being developed to comply with export controlsChips, and said that once realized, it will continue to China**.
2. Other U.S. chip giants: exceptNvidiaOutside of the United StatesChipsBusinesses are also facing enormous challenges. However, collective lobbying doesn't help eitherU.S. Department of CommerceThere is no mercy in their restrictive measures. This has forced them to face the reality of more market share loss and declining profits.
Despite the AmericanChipsThe restrictive measures had a certain impact on China, but this also becameChinese chipsOpportunities for independent innovation in the industry. HuaweiAs the most representative of ChinaChipsOne of the enterprises, inChipsUnder the restrictions of the ban, independent research and development had to be accelerated. Huaweiof the unicornChipsDue to being stopped by TSMCOEM, causedHuaweiIt had to be independently developed and returned to the market in a short time. This initiative not only letsHuaweigot rid of foreign countriesChipsalso promoted China's dependenceChipsThe development of the industry.
Through the analysis of the U.S. chip giants were subject to showdowns andChipsThe impact of the restrictions, we can see the impact of the U.S. restrictions on itselfChipsIt's also a double-edged sword for businesses. : AlthoughUnited States**Insist on restrictive measures in order to maintain ***, but this also means the United StatesChipsBusinesses will face huge market pressure and profit risks. At the same time,ChipsThe restriction also becameChinese chipsThe opportunity of independent innovation in the industry, Chinese enterprises by accelerating the pace of research and development, gradually get rid of foreign countriesChipsto achieve greater development. However, with the continuous evolution of technology and changes in the market,ChipsThe competition in the industry will become more intense, and the wrestling between countries will become more complex. ChipsHow the industry will develop in the future remains to be verified by time and the choice of the market.