SemiconductorsThe market has undergone a major reshuffle in the United StatesChipsGiants are restricted, ChinaTechnologyThe rise of the enterprise. Nvidia launches a "castrated version".ChipsCope with the situation, but not very effectively. HuaweiAscendChipsEmerging and the trend of localization substitution is obvious. The article ** China and the United States are inSemiconductorsThe competitive situation and future development direction of the field focus on ChinaSemiconductorsThe importance of independent R&D and international cooperation in the industry.
In the last few years, the United States has been in the big wavesQualcommIntel, Nvidia, etcChipsThe giants have been affected to varying degrees. As a result of the American modificationChipsexport rules for these enterprisesChipsFacing shipment constraints, especially for high-end AIGraphics card chipsThe market has been hit. Although Nvidia launched a "castrated version" of the A800 seriesChipsto replace the A100Chips, but facing the dilemma of low market demand.
QualcommIntel, Nvidia, etcChipsThe giants struggled to cope with market challenges, had to lay off employees to maintain profits, and saw revenue declines around the world. AlthoughArtificial intelligenceand the rise of AI large models for Nvidia and so onGraphics card chipsQuotientNew business opportunities have been brought in, but their shipments in markets such as China have been hampered by export restrictions.
In the United StatesChipsrestrictions against the background of ChinaTechnologyBusinesses are starting to pick upSemiconductorsChipsThe pace of independent research and development. HuaweiWith AscendChipsQuickly emerged and won the favor of domestic and foreign orders, a large number of themTechnologyEnterprises are also paying attention to and purchasing domestic productionChips, domestic substitution is unstoppable.
ChinaTechnologyThe trend of domestic substitution of enterprises is becoming more and more obvious, and for foreign companies such as NVIDIA, the market share is gradually squeezed. Chinese companies are worried about data security and are accelerating domestic productionChipsThe promotion of application and technology upgrading. HuaweiInSemiconductorsLarge-scale investment and Ascend in the fieldChipsThe successful commercial use of ChinaSemiconductorsThe rapid development of the industry has provided a strong impetus.
ChinaSemiconductorsThe rise of the industry needs the support of independent research and development and innovation investment, and it also needs to connect with the international market and absorb international advanced technology. China** YesSemiconductorsThe support policies of the industry and the independent innovation ability of Chinese enterprises have gradually become China's first and last in the worldSemiconductorsThe competitive position of the market lays the foundation.
China and the United States are inSemiconductorsCooperation and competition in the field are also becoming more and more intense. U.S. companies are seeking in-depth cooperation with Chinese companies to ease the pressure of export restrictions and jointly promote technology research and development and market expansion. The Sino-US cooperation model is not only conducive to the improvement of technological level, but also promotes the cooperation between the two countriesTechnologymutually beneficial cooperation in the field.
Article from the United StatesChipsThe dilemma of giants, ChinaTechnologyThe rise of the enterprise as well as the globalSemiconductorsThe changes in the industrial pattern and other angles are carried out, and the in-depth analysis of the relationship between China and the United States is carried outSemiconductorscompetition and cooperation in the field. In the current globalEconomyIn the context of the changing environment of ChinaSemiconductorsThe industry should adhere to independent research and development, strengthen international cooperation, and enhance core technology strength, in order to achieve the sustainable development of the industry and the improvement of global market position.