The U.S. "blacklist" has not been lifted for the first time for 8 months, and Chinese companies have declared that they cannot hold on
American"Blacklist"To a certain extent, it is the base of Chinese enterprises. The reason for this is that many Chinese companies have been blacklisted for no reason or under any pretext. And the companies that are blacklisted will either actively seek to lift the ban, or they will not be able to lift the ban at all, or it will be difficult for Huawei to deal with it. However, unlike Huawei's fate, Huawei is still able to do better and better in difficult situations, and the recent release of Huawei Mate60 has caused a sensation at home and abroad.
But not all companies are Huawei, and eight months ago, Cambrian announced for the first time that it could not respond to the US blacklist.
According to the president of Cambrian, due to the list of entities on the chain, the product has been affected to a certain extent. This is also normal, because according to Cambrian before submitting relevant information, its wafer foundry part is mainly from TSMC, and in terms of IP and EDA instruments, Cambrian is increasingly dependent on Cadence in the United States, Arm in the United Kingdom, etc., in addition, other purchases are relatively concentrated in the United States and Taiwanese companies.
Therefore, in the context of the blacklist, Cambrian will face a series of pressures and external influences, which is quite normal. But to be able to resist for so long, Cambrian can be regarded as very powerful. What's more, it took Cambrian eight months to send a signal to the outside world for the first time that she was in trouble, which shows that her own strength is also good. However, this moment also shows that Han Bing is really facing great difficulties for the public.
Of course, Cambriana's public statement is not to seek an lifting of the ban in the former United States, but to hope that the outside world will give them more time and tolerance. Their executives have said that due to the impact of control measures, their products** and performance are under greater pressure, so they hope that peer companies can also be tolerant and supportive, and also hope that the outside world will not over-interpret their current situation because of the impact of technology. In short, it's a word--"We can still persevere, but don't let our own family hold us down"。
Frankly speaking, some Chinese companies are not dragged down by various chip bans in the United States, but by our own people. For example, SMIC, due to restrictions, has long faced doubts from the outside world, but fortunately, SMIC is a transportation expert, under multiple doubts and bans, SMIC has not yet come to this point, and it has become the object of criticism and criticism from the United States. It's just that SMIC is not the first to be questioned, and it won't be the last, just like the current Cambrian.
The reason for this is because back in 2022, Cambrian claimed that the U.S. ban would have limited global R&D impact on its company. This is because its core technology comes from independent research and development, so the core competitiveness of the company's products will not be significantly affected. However, due to the existence of the embargo, the company's performance in terms of revenue is not ideal, and due to the long-term high R&D investment, Cambrian has been in a loss phase for a long time. Even in the market's questioning, in May 2022, Cambrian's market value fell to about 40 billion.
Obviously, Cambrian is more afraid of being dragged down not by the American blacklist, but by his own people. In fact, if you have been in doubt for a long time, under the influence of various external factors, it is not easy to chill an enterprise focusing on independent research and development. Although Cambrian and NVIDIA and other companies are at a disadvantage in terms of gap, the role of Cambrian in China is also more obvious, and it can compete with Meixin in time.
Therefore, we need to really pay attention to R&D enterprises, give more tolerance and time, and make the next Huawei more enterprises. What are your thoughts on this?Comments, likes and shares are welcome!