Recently, foreign media have been the main ones in the worldChipsThe dynamics of the giant were reported, notedChipsThe giants have adjusted their strategies and actions because of the globalChipsThe market is facing restrictions and competitive pressure from the United States, showing new changes and patterns.
Foreign media pointed out that the United States asSemiconductorsThe leader of the technology, mastered many of the keySemiconductorsTechnology. Although globallySemiconductorsIndustrial development has become globalized, but most of it is still inseparable from the support of American technology. Even TSMC andasmlSuchWafersOEMwithLithography machineThe giants are also constrained by U.S. rules, which have hurt their business development. Therefore, foreignChipsCompanies are changing their strategies and actions to try to break free from this constraint.
It is worth mentioning that the United States advancedChipsTechnology makes U.S. companies such as:IntelQualcomm, Nvidia, etc., as well as TSMC, which relies on American technology, andasmland other companies have easily made a profit in the past few years. In particular, Chinese mainland is the largest in the worldSemiconductorsmarket, due to the late start of development, inChipsThe industry has been very dependent on imports. However, the United States of ChinaChipsThe restrictions broke this deadlock and made Chinese companies rightChipsThere is a new understanding and awareness of the importance of independent research and development.
The United States, rightHuaweiSMIC, ShanghaiMicroelectronicsThe move to add thousands of Chinese companies to the Entity List has restricted them from purchasing high-end American productsChipsand equipment, etc., which have brought a lot of difficulties to Chinese enterprises. However, it is precisely thisChipsRestrictions have stimulated R&D by Chinese companiesChipsdetermination. In recent years, a large amount of capital and talent has flowed into ChinaChipsindustry, Chinese mainland has rapidly emerged independent research and developmentChipsThe craze for accelerating the buildChipsIndependent industrial chain.
A typical example is:HuaweiKirinChipsThe return of China, which means ChinaChipsThe industry has made breakthroughs. Against this background, AmericanChipsThe losses are even greater. Even ifIntelQualcomm, Nvidia and other companies collectively lobbied, but it seems that there is no effect. U.S. Commerce Secretary Raimondo recently said that it will continue to be implementedChipsLimit. He even directly named Nvidia, saying that if they continue to launch a special editionChipsand the next day it will be restricted. However, this does not stop Nvidia from continuing to develop in the Chinese market. CEO of NvidiaJensen Huangsaid that they will continue to develop that meets the requirementsChips。This is becauseChipsThe giants are very aware of the importance of the Chinese market, and no one wants to bear losses, so they have adjusted their strategies.
It's not just Nvidia,asmletcLithography machineThe same goes for the giants. This year,asmlThey have been under the pressure of restrictions, but they have accelerated their efforts to Chinese companies**Lithography machineNikonIt also expressed dissatisfaction with the restrictions and said that it would launch a product targeting the Chinese marketLithography machineKorean companies, especiallySamsungand SKHynix, facing a similar situation. They follow AmericanChipsrestrictive policies that ignore the Chinese market forChipsThe importance of leading to KoreanChipsExports have fallen for 13 consecutive months, with heavy losses. toSamsungFor example, net profit has declined seriously for three consecutive quarters this year, with the first two quarters declining by more than 905%. Even the Korean media can't help but call it a shame.
As a result, South Koreans and companies have taken action, realizing that if they do not take corresponding measures, they will lose more markets and benefits. First, they began to solve the problem of a one-year license period. Samsungand SKHynixThe mainland factory has not dared to let go of expansion because it only has a one-year license period. As a result, they actively sought a solution and secured an indefinite license. With their efforts,Korean companiesBegan to accelerate the expansion of the factory in mainland China, and in November, the Chinese marketChipsExports are starting to turn around, with data showing that South Korea is on the back in NovemberChinese chipsExports increased by 12 percent year-on-year9%。
Secondly, South Korea has also begun to address EUVsLithography machineproblems. Before,Korean companiesIt has always been hoped that more EUVs will be obtained through communication with the United StatesLithography machine, but with little effect. Therefore, South Korea decided to work directly withasmlcommunication, high-level representatives also went to the Netherlands for face-to-face exchanges. Samsungand SKHynixAlso planned withasmlConduct a conversation, allegedlySamsungThe company plans to purchase more than 50 EUVs over the next decadeLithography machine
Foreign media directly said that no matter whatSamsung、skHynixetcKorean companiesOr AmericanChipsBusinesses, they're all starting to change their faces. Even if the United States keeps increasing the number of pairsChipsThese companies will still try their best to develop in the Chinese market, and no one wants to see the loss of real gold!However, they can only fend for themselves, and if they do not accelerate their actions, I am afraid it will be difficult to gain a foothold in the Chinese market.
With the United States pairChipsRestrictions continue to increase globallyChipsThe giants have adjusted their strategies and actions. Chinese companies are awareChipsThe importance of independent research and development, accelerate the investment of funds and talents, and promoteChipsThe construction of the industrial chain. Against this background, the United States and other countriesChipsCompanies are also adjusting their strategies to accelerate their growth in the Chinese market. Korean companiesFacing more pressure, start addressing license terms and EUVsLithography machinequestions to revive the Chinese marketChipsOutlet. Whether it's China or somewhere else'sChipsThe giants, all of whom recognize the importance of the Chinese market, do not want to lose this huge market opportunity, so they have adjusted their strategies to adapt to new changes and challenges.