TSMC and Samsung have successively announced price cuts
Huawei has cut off chips from the United States**. Ren Zhengfei said: There are not many best chip design companies in our country, but we lack the technology to match them. Because of this, when TSMC announced the cessation of foundry, the Kirin chip led by HiSilicon became one"Anniversary"。
So far, the rise of China's chips is the largest"obstacles"Still is"Chip manufacturing"This is a heavy asset. Although SMIC has developed rapidly in recent years, due to"Wassenaar arrangement", the company has not been able to bypass the United States to obtain an EUV lithography machine, so it has not been able to go beyond the 7nm process.
TSMC and Samsung have conquered the 3nm process and entered the 2nm stage, concentrating on producing high-quality and low-cost chips, and living in the world chip foundry field"Good day"。However, as the so-called Sino-American"Core Wars", they are also inevitably involved in it, becoming the Chinese semiconductor industry that has been suppressed by the United States"Tool man"。
At the same time, the United States** gave TSMC and Samsung subsidies of up to 52 billion yuan, as well as a series of support measures to promote domestic chip production. Faced with such a huge benefit, they are naturally ecstatic, not realizing that it is a trap.
After TSMC and Samsung were deceived, the Americans took off their disguises and demanded not only that they hand over the confidential information of the chips, but also that they share the huge profits with themselves. One of the most important points is that if TSMC and Samsung want to get the first subsidy, they are not allowed to invest in advanced processes and expand factories in the mainland for 10 years.
If Chinese mainland's semiconductor consumption reaches 1 billion, accounting for about 50% of global integrated circuit consumption, then Chinese mainland has a relationship with TSMC and Samsung"Decoupling"It will undoubtedly be a big loss. South Korean companies such as Samsung and SK hynix have most of their production capacity concentrated in China.
For the old hooliganism of the United States, TSMC and Samsung can no longer be calm"Acceptance"It has changed again and again, and it has been reversed. There are reports that TSMC and Samsung's production plans in the United States have been delayed, but more capacity will be transferred to other markets.
TSMC's first chip factory in Japan will open on February 24 this year, and the company will build more factories over the next five years, according to Japan**. Samsung has also decided to invest 40 billion yuan in Japan to build advanced testing and inspection facilities.
The reason for this is that Biden's team did not expect that the United States has always dreamed of firmly controlling the high-end chips of the global industrial chain in its own hands, and now, all its efforts have become Japan's"Dowry"。Now the question is: with the help of TSMC and Samsung, will the Japanese semiconductor industry be able to reproduce the glory of the 80s of the last century?
Of course not. The reason is obvious: demand is determined by the market. Whether it's the U.S. or Japan, most of the products are imported from China.
Two years ago, after the United States proposed a tripartite cooperation agreement, Japan** responded by strictly blocking lithography technology and increasing the production process to 45 nanometers to stop the development of China's wafer industry.
But it turns out that China is the smartest country in the world, and the Chinese are not afraid of economic blockades, because the more they block us, the stronger we become.
According to the General Administration of Customs of China, China's imports of integrated circuits have dropped sharply since 2022. In 2022 alone, Chinese companies withdrew 97 billion chips from circulation, and by 2023 they will withdraw another 100 billion chips!
The reason for this situation is not the decline in domestic chip demand, but the continuous enhancement of domestic chip capacity. Due to the core cutting incident of the United States on Huawei, China** completely abandoned it"Buy, buy, buy"The goal of reaching 70% of domestic chips by 2025 has been proposed, and many Chinese companies have also begun to follow Huawei's example and embarked on the road of independent research and development.
At the end of August 2023, Huawei Mate60 Pro was released, and the release of Kirin processors and 5G mobile phones caused a sensation in the industry. After dismantling it, the Japanese dismantling company was surprised to find that the US share of Huawei's mobile phone components has dropped to less than 1%, while the domestic share has reached an astonishing 99%! This shows that China's semiconductor wafer industry has basically achieved a comprehensive upgrade of 7nm and above nodes.
In stark contrast, European and American companies such as Qualcomm and Intel are in an embarrassing situation of double-digit growth in sales and profits. In this regard, many foreign media will"Accusations""China is no longer buying it"。Therefore, even if there are large companies such as TSMC and Samsung behind Japan, if they can't get enough money at home, it's not worth it. What do you think?