"SMIC" ushered in a huge breakthrough!Chinese companies cut orders for 84 billion imported cores, and American companies began to compromise
As the birthplace of global semiconductor integrated circuit chips, the United States also has a high voice in the field of semiconductor chipsWith the continuous development of the United States, the United States has not only mastered many core chip technologies, but also given birth to many chip giants such as Qualcomm, Intel, and NVIDIAAlthough Japan is developing rapidly in the field of semiconductors and has the potential to catch up with and surpass the United States, the United States soon suppressed the development of the semiconductor industry in old Japan. The development of the semiconductor industry has been suppressed, which has also caused the Japanese semiconductor industry to suffer"Devastating"Limitations;Now Lao Mei wants to repeat the old trick and suppress the development of Chinese technology companies, but this time Lao Mei is not so easy to get!
In order to suppress the development of Chinese technology companies such as Huawei, the United States has changed the rules on chips many times, not only allowing American companies such as Qualcomm and Intel to cut off supply, but also restricting upstream and downstream chip companies such as TSMC and ASMLUnder the restrictions of the United States, Huawei's self-developed HiSilicon Kirin processor chips could not be produced, and became"A dead letter"！"However, after Huawei stuck the neck of development, many Chinese companies began to accelerate their development in the field of semiconductor chips"SMIC"Started the big ups and downs!
In getting rid of"Buy and sell"After the influence of ideas, Huawei, Alibaba, SMIC and other technology companies have increased their R&D investment in the field of semiconductor chips, and have made progress in the field of power wafers, camera wafers, RF wafers and other small-size wafers and mass production, in addition, China's Changdian Technology Company has broken through 4 nanometer chips. In addition, China's JCET has also surpassed the 4nm chiplet small wafer technology and started to produce 4nm OEM wafers for international customers, so to speak"China Chip"A full-scale outbreak has begun!
As more and more Chinese companies join the pace of self-development, we have gradually begun to achieve domestic substitution in many small chip fieldsAccording to the data, in the first half of 2022, the total number of domestic chips exceeded 190 billion, a year-on-year increase of 131%, which is almost an average daily output of 1 billion chips;The increase in the number of domestic chips has also met the demand of Chinese companies for many low- and medium-cost chips in the marketTherefore, we have also reduced the demand for foreign chip technology;Therefore, we have also reduced our dependence on foreign chip technology. Therefore, we have also reduced our dependence on imported chips from abroad;In the first 10 months of 2022, Chinese companies cut orders for imported chips by 84 billion;In the face of SMIC's continued rise, American companies are gradually beginning to shoulder the burden and begin to compromise!
China is the world's largest manufacturing base, and it is also the world's largest chip consumer marketOver the years, most of the chips of Qualcomm and Intel have been exported to Chinese mainland;Today, the United States has long restricted chip shipments, plus"China Chip"The outbreak has caused the market share of American companies to continue to decrease, which has also caused losses to American semiconductor companies such as Qualcomm and Intel. Qualcomm, Intel and other American semiconductor companies have a certain amount of inventory, in order to reduce losses, many American companies have promised and opened the mode of price reduction and inventory clearance, among which Qualcomm has announced that it will reduce the price of its own low-end products by 20% sales, which will pave the way for American companies to reduce prices, and soon more American companies will respond!
From a global perspective, the Chinese market is irreplaceable, with the rapid development of the world economy, China has long been integrated into the world semiconductor wafer market, so there is no need to look at the United States in order to let American companies continue to be at the forefront of the industry, to suppress Chinese companies, and eventually end up lifting a stone to shoot themselves in the foot;However, the global chip market has begun to reshuffle, Pandora's box has been opened, and it will be difficult to close it again, as long as Chinese companies accelerate the pace of self-research and work hard"Go beautifying"The road of development, then the United States' advantages in the field of semiconductors will also be exhausted step by step, I don't know what you think?