Huawei suddenly announced that it had a cash flow of 560 billion yuan, and it was in fierce competition with TSMC
After Huawei launched the Mate60 mobile phone equipped with its own Kirin chip, TSMC's stock price was 560 billion yuan. This marks the beginning of the Sino-US chip war, TSMC"Wallgrass", besieged by the combined efforts of both sides.
For a time, he was in a dilemma, and the prospects were worrisome.
It all started with the United States' comprehensive suppression of Huawei. It banned the supply of ** chips to Huawei, forcing TSMC to stop supplying.
In order to curry favor with the United States, TSMC not only cut off supply, but also set up factories in the United States.
But the United States did not appreciate it and in turn blackmailed it.
As a result, TSMC has become the target of public criticism.
In this case, Huawei successfully developed the Kirin chip, which opened up the situation.
This directly led to the ** of TSMC's stock price.
It can be said that in this Sino-US chip war, TSMC is the biggest loser.
In the future, with the rise of China's chip industry, TSMC's life will become more and more difficult.
Let's wait and see.
Huawei was hit by the United States**, and TSMC cooperated with the supply cut.
Huawei is a pioneer in China's chip industry, but it has been highly dependent on imported chips for many years.
In order to suppress China's technological progress, the United States has tried every means to ** Huawei and amend the "Export Control Law" to prohibit the delivery of any chips to Huawei.
As the world's largest chip foundry, TSMC has always been Huawei's main chip manufacturer. But under pressure from the United States, it chose to stop supplying Huawei and refused to produce any chips for Huawei.
This is undoubtedly a painful choice between the US order and the Chinese market. TSMC executives believe that the United States has more strategic value, and in order to gain the favor of the United States, they will not hesitate to sever relations with their former customer Huawei at the cost of no longer **Huawei.
TSMC invested heavily in the United States, but it failed to reap the rewards.
However, TSMC's decision did not win the favor of the United States.
Despite investing billions of dollars to build factories in the United States, the United States has not provided any expected incentives or financial support, instead imposing a series of new requirements to try to obtain information on TSMC's key technologies.
The United States** has made a clear commitment to provide various subsidies and political support if TSMC builds a factory in the United States.
But in reality, it's just a blank check that doesn't deliver on promises at all.
The situation left TSMC executives feeling deceived and angry.
In addition, the U.S. has asked TSMC to share all relevant data on its activities in China with the U.S.**. This is tantamount to asking TSMC to disclose important information about other customers, which seriously damages its business interests.
Huawei develops Kirin chips, and TSMC suffers a stock market crash.
When TSMC invested heavily in the United States but found nothing, Huawei, its former largest customer, successfully developed its own high-end chip, the Kirin 9000. This marks a major breakthrough in China's chip industry and will greatly reduce its dependence on foreign countries.
Huawei's Kirin chips have been sought after by Chinese users since their launch.
The Huawei Mate60 phone equipped with Kirin chip sold out quickly upon its launch, creating an astonishing sales performance. At the same time, TSMC's share price**, market value evaporated by 560 billion yuan.
This indicates that with the rapid development of China's independent integrated circuit industry, Huawei and other enterprises will gradually get rid of their dependence on foreign integrated circuits. TSMC, which failed to enter the Chinese market, will be the biggest victim of this change.
The future of China's chip industry is bright, and the future of TSMC is worrying.
In the Sino-US chip war, TSMC is obviously on the wrong side, not only losing China's vast market, but also difficult to realize its interests in the United States.
In the future, with the development and growth of China's chip industry, it will face greater difficulties.
China is the world's largest consumer of chips, and its market potential is huge.
Driven by domestic substitution, Chinese manufacturers will make greater progress and get rid of their dependence on imported chips. At that time, TSMC will inevitably lose more orders.
In contrast, the United States and its foreign-owned companies have always taken an abandonment attitude.
It will be difficult for TSMC to reap substantial benefits from the United States.
The only way out for TSMC, which has a worrying future, is to readjust its strategy, revitalize its activities in China, and win the trust of the Chinese market.
Otherwise, this former tablet giant, under the new pattern of China and the United States, will inevitably escape the fate of further decline.
Industry insiders believe that TSMC is so bad, China and the United States will not let it go, and its life will not be easy.
What do you think?Feel free to discuss with me in the comment section.