The Sino-US chip war lost about 13 trillion, and Samsung was hit by a double pinch!
The chip war between China and the United States has become more and more fierce in recent years, and several chip manufacturers have been involved, including chip manufacturers Micron, Intel, Nvidia, Qualcomm, and even chip foundry TSMC and chip equipment manufacturer ASML, all of which have had to join this"Scuffle"Among them, the dust has not yet settled! ""Chip Wars", which has a huge impact on the development of science and technology all over the world!
Because it is"War", so some"Losses"It is inevitable that the technology companies of China and the United States have undoubtedly suffered a certain degree of economic setbacks and setbacks during this period of time, but you can never imagine that there is a company that has lost nearly 13 trillion in this battle, and it is also in trouble, that is, China and the United States! In this chip war, the largest"Gun meat"--"Samsung"Born out of nowhere. Why can't Samsung catch it?
In the semiconductor industry, Samsung Samsung has also been the hegemon for many years, whether it is memory or chips, it occupies an absolute advantage and has a strong influence in the world. However, due to the U.S. blockade of China's chips, Samsung's chip supply has been blocked, and China's growth has also been impacted, resulting in an impact on its worldwide semiconductor industry planning, and everything has become a mess.
According to the company's plan, with the expansion of China's integrated circuit production capacity, Samsung will focus on accelerating the supply of high-end chips to the Chinese market, so as to obtain higher revenues and higher profit margins. But no one expected that at the most important time of development, the semiconductor war between China and the United States broke out, and Samsung was trapped in technology and policy, and was in a dilemma.
From a technology point of view, Samsung is targeting China because it is confident in the development of the "world's second largest economy", and with the rise of Chinese companies such as Huawei and SMIC, Samsung has also realized that Chinese companies have strong independent development capabilities, so it has also increased its own investment in technology to maintain its hegemony in China's memory chip industry. However, Samsung also faces many technological problems, not only with China, but also with Western powers like Micron.
In terms of policy, due to the sanctions imposed by the United States on chips, Samsung must adjust its global strategy and re-examine its position in China's ** chain, while also seeking new development opportunities to fill the import of high-quality products from China due to the difference in profitability levels.
Samsung is at a disadvantage both technically and policyly, and it will not be easy to reverse this situation. And the chip war between China and the United States, as many people expected, will last for several years, and it will not be finished for a while and a half, even if China does not fight, the United States will not stop, and Samsung will have to figure out its own way.
Samsung was also invited by Biden to set up a factory in the United States, but like TSMC, it was accepted"pits"The impact could not be subsidized, and the process of factory construction was also difficult. It is clear that neither the American base nor in China is a wise decision. In this scenario, Samsung must find a completely new path to make itself"Live"Get up!
Judging from Samsung's request for "permanent tax exemption" in the United States, Samsung clearly realizes that it does not intend to completely abandon the Chinese market, but to build more old factories in China, which is not a wise move. In general, Samsung is not dead set on it. As the saying goes, "nothing can never keep up", in such a rapid development era, Samsung has always adhered to its own innovation, and actively conformed to the development of the market, which is very worthy of reference for Chinese companies, we firmly believe that Samsung will not collapse,"Cannon meat"It can be done! Let's go back and see!