In recent years, after the rise of Huawei's 5G technology,American technologybusiness in the worldTechnologyThe supremacy of the field began to be threatened. In order to protect the so-called "Technologyhegemony",United States**A series of special care policies have been adopted, which include the following:SemiconductorsRestrictions and prohibitions in the field. The implementation of these bans has made the United States and China inTechnologyThe competition at the level has entered a new stage, and all the enterprises involved in the ** chain have been implicated, and South Korea'sChipsGiantsSamsung, Dutchasmland Taiwan's TSMC, as a leading company in their respective fields, has become at the mercy of the United States because it cannot get rid of its dependence on American technology.
SamsungAs a piece of KoreaTechnologyTrump, the long time to compromise with the United StatesChipsban, which led directly to ".ChipsThe rupture of the "Quadripartite Alliance". However, the United States did not give up, and soon promoted the "tripartite agreement between the United States, Japan and the Netherlands" to restrict the export of core-making equipment. Although the US authorities are so far reluctant to admit the existence of the agreement, the dynamics in the market have made everything clear. Japan imposed an export ban on core-making equipment in July last year, while the Netherlands delayed the ban until January 2024. The United States has been affected by thisAmerican technologyThe lobbying of enterprises can only temporarily postpone the further implementation of the new regulations. However, the waves have long been rough under the surface of the lake.
In order to appease domestic businesses, Biden had to temporarily shelve the implementation of a new ban, but then accelerated his efforts on AIChipsand restrictions in the field of new energy. Nvidia has been told not to ship anyChips, and U.S. automakers are also banned from importing Chinese battery products. This kind of behavior not only blocked the way for American companies, but also made South Korea'sSamsungBecoming the biggest "victim" at the moment, the company's profit will be 84 in 202392% and only 6 remain5.4 billion won, a new low in recent years, whichSemiconductorsThe division's cumulative losses exceeded 13 trillion won. In order to solve the problem,SamsungChoose to cut money and open source, but not through mass layoffs, but to freeze the salaries of executives, as a way to save money to keep the business running. Obviously, this once wasChipsThe predicament faced by the giants is closely related to the United States.
Similar to TSMC,SamsungSubject to high amountsChipsAttracted by subsidies, he chose to invest in the United States to build factories, with an investment scale of up to 17 billion US dollars. However, after seeing the predicament that TSMC is experiencing,SamsungThere was no rush to start the construction plan. South Korea has struggled to evadeChipsrules, trying to win a certain amount of operating benefits for their own business. Eventually, KoreanChipsThe company has obtained certain exemptions and can import high-end core making equipment. But,Korean companiesThere is no further action, and it is difficult to determine Biden**'s intentions. Obviously,SamsungWe have realized the seriousness of the problem and understood that only by firmly grasping the Chinese market can we achieve the ultimate self-help. In the face of the high-end that cannot be shippedChipsas well as Chinese companies inMemory chipsThe situation of the rise of the field,SamsungIt can only rely on the extensive business layout to maintain normal operations. However, in any case, it is impossible for them to invest all their profits in subsidiesSemiconductorsbusinessally. Currently,SamsungOfficially launched with TSMCProcess technologyIn order to achieve a complete overtake, it is necessary to take the lead in technology, which will require more capital investment. If this problem cannot be solved, all efforts will be in vain. I don't know what you think about this matter?
In recent years, China'sTechnologyThe gradual rise of enterprises, especially in important technical areas such as 5G, has made important breakthroughs, which makes itAmerican technologyThe position of enterprises has been challenged like never before. In order to protect their own status and interests,United States**A series of bans on Chinese companies began to be introduced. Among them, rightSemiconductorsRestrictions in the industry are particularly severe, which also directly affects South KoreaSamsungand other world-leading onesChipsManufacturing enterprises.
KoreanSamsungAs one of the world's largest wealth companies, itsSemiconductorsBusiness has always been its main profit**. However, AmericanChipsThe ban makesSamsungFacing unprecedented difficulties. According toSamsungAccording to the published data, the company's profit in 2023 is **8492% and only 6 remain5.4 billion won, the lowest in recent years. Among them,SemiconductorsThe division's losses have accumulated to more than 13 trillion won. In order to maintain the normal operation of the business,SamsungExecutives' salaries were frozen to save money. Behind this decision, it also exposes the huge impact of the US ban on the company.
The U.S. targets Chinese companiesChipsThe ban not only affectedSamsungetcKorean companies, also to the globeChipsThe industrial chain has brought tremendous pressure. China and the United States are inChipsThe competition in the field involves not only manufacturers and technology giants, but also involvesChipsEquipment manufacturers, material suppliers, etcEcosystem。In the case of being forced to comply with the ban, South Korea'sSamsungand other companies have to look for opportunities in other markets, especially the Chinese market. However, China's industrial policy remains rightKorean companiesMaintain certain limits, which makesSamsungIt is difficult for enterprises to find complete relief measures in a short period of time.
In addition to having a huge impact on corporate profits, AmericanChipsThe ban has also had a negative impact on global technological development. GlobalChipsThe industrial chain is highly dependent on cooperation and competition, and the blockade of the development of Chinese enterprises will inevitably affect the pace of global technological innovation. This has also sparked concern in the industryChipsconcerns about long-term and stable cooperation mechanisms in the field. Although countries are gradually realizing the importance of cooperation, it is difficult to find a solution in the short term, and companies can only find ways to save themselves under the restrictions.
SamsungAs globalChipsGiants, facing multiple challenges. The first is that it is impossible to ship high-endChips, which has a direct impact on its profits and market position. The second is that Chinese enterprises are inMemory chipsThe rise of the field, rightSamsungCompetitive pressures have been formed. In this case,SamsungIt can only rely on the extensive business layout to maintain normal operations. However, this is not a sustainable solutionSamsungIt is necessary to make a breakthrough in technological innovation in order to achieve real overtaking. But this again requires a lot of financial investment, and if the funding problem cannot be solved, then all efforts will be in vain.
In the face of these dilemmas,SamsungIt has begun to accelerate the layout of the Chinese market and seize the opportunities of the Chinese market to achieve self-help. However, this also needs to overcome the Chinese ** pairKorean companiesrestrictions. Although for nowKorean companiesThe layout of the Chinese market has been exempted to a certain extent, but they still need more clear and stable policy support to ensure that they can smoothly carry out business expansion.
Many believe that AmericanChipsThe ban was imposed by the United States to protect itselfTechnologyA means taken by hegemonic interests. However, this practice not only affectedChipsThe global development of the industry has also brought a certain impact to the global economy. More importantly, this unilateral restriction and blockade is not globally compatibleTechnologyTrends and benefits of cooperation. Only through cooperation and win-win can it be promotedTechnologydevelopment and innovation.
ForSamsungThe dilemma is severe, but there are certain opportunities. Accelerating the layout of the Chinese market is an important strategic choice, by seizing the opportunities of the Chinese market to achieve self-help. In addition,SamsungIt is also necessary to actively seek policy support and strive for more exemptions and preferential policies in order to better expand business in the Chinese market. At the same time,SamsungIt is also necessary to increase investment in technological innovation and continuously improve its own technical strength and competitiveness in order to be globalChipsAchieve a leading position in the industry.
In general, AmericanChipsBan rightSamsungand other enterprises have caused a huge impact, but also brought opportunities to them. Facing the dilemma,SamsungIt is necessary to actively respond, strengthen the layout of the Chinese market, strive for policy support, and increase investment in technological innovation in order to achieve self-help and overtake. At the same time, globalTechnologyCooperation also needs more consensus and cooperation to promote togetherTechnologydevelopment and innovation.