The rapid rise of Chinese chips has shaken the cheese of American companies
Text Jump Technique.
As the saying goes, what you are afraid of comes. The United States has been worried that Chinese chips with mature technology will occupy the semiconductor chain. Therefore, it is on the lookout for a review of the ** situation of American companies.
However, even if U.S. companies want to reduce their dependence on Chinese companies, they can't stop the rapid growth of Chinese chips.
According to the international semiconductor industry association semi, Chinese mainland will build 18 new chip factories in 2024, which is part of a plan to build 83 semiconductor factories around the world. At the same time, the annual capacity growth rate will increase from 12% in 2023 to 13%, and chip production will increase from 7.6 million to 8.6 million pieces.
This fully shows that the chip production capacity has been further improved and will continue to increase with further expansion.
At the same time, against the backdrop of the blockade of the United States and the United States, the Chinese market has become a place for many companies"Sweet and sweet"。
For example, late last year, Japanese semiconductor equipment manufacturers announced that they would expand their production capacity in Chinese mainland and increase equipment ** in the face of the steady expansion of chip factories in China. In the face of the ban, Japanese companies are also grateful for their shipments, and bluntly say that the ban will not have any impact on them. In addition, the growing Chinese market is crucial for them.
Of course, the United States cannot stop the development of semiconductor production in China. Because many companies want to take advantage of this opportunity to increase sales and market share, and grow further.
However, this may have affected U.S. companies"Cheese"。
First of all, the United States is banned, and it is impossible for American chip manufacturing equipment manufacturers to take the initiative in the mainland market. Previously, materials used in the United States were also inspected locally, due to the need to supply to the mainland market. With such a large market capacity, when other equipment manufacturers can no longer supply, it is impossible for Korean and Japanese companies to miss this great opportunity.
In other words, it is not so much that these companies move the cheese, but that the United States has abandoned its own corporate interests.
Secondly, under the situation of the rapid rise of China's chips, the United States actively promotes the development of local chip production on the one hand when implementing these two plans. On the other hand, it will curb the expansion of semiconductor production capacity in the mainland.
In their view, this is a direct way to improve the competitiveness of American companies. But now, their chip manufacturing plan has not been very successful, and at the same time, it has not curbed the chip manufacturing capacity of the mainland, but with the continuous expansion of the scale, it has further attracted the attention of the global semiconductor field to a certain extent. Second, they provide more capacity, which inevitably squeezes the market space of American companies.
According to U.S. companies, the U.S. chip production ban is modestly helping to cultivate future competitors in the global semiconductor market. Now, the signal is clearer.
In the future, it may not be too easy to continue to exert the technological hegemony of the United States, because it is difficult for Chinese companies to extinguish, and China's current chip self-sufficiency level is also improving. To go further on this path and achieve a win-win situation, they can only cheapen other companies.
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