The chip war between China and the United States has caused huge losses, and Samsung has been hit hard!
In recent years, with the heating up of the chip war between China and the United States, many technology companies involved in the chip industry have been involved, not only Micron Semiconductor, Intel, Nvidia, Qualcomm, even the chip foundry TSMC, and the chip equipment manufacturer ASML, have been involved in the "melee" of the "chip war", which has affected the entire world's technological trend!
Since it is a "war", there must be "victims", there is no doubt that technology companies in China and the United States have suffered a certain degree of economic losses and difficulties, but you would never think that in the chip war between China and the United States, the biggest "cannon fodder" - Samsung. Why can't even Samsung resist it?
In the semiconductor industry, Samsung has dominated for many years, whether it is memory chips or chip manufacturing, it occupies an absolute advantage and has a huge influence in the world. However, affected by the US chip ban, Samsung's chips in China have been blocked, and the growth of the Chinese market has slowed down, which directly affects Samsung's layout in the global semiconductor market, and everything is messed up.
According to Samsung's plan, with the expansion of China's chip production line, Samsung will be committed to accelerating the supply of high-end chips to the Chinese market to obtain higher profits and higher profit margins. But no one expected that during the critical period of the outbreak of the chip war between China and the United States, Samsung was trapped in technology and policy and fell into a dilemma.
From a technical point of view, Samsung's re-investment in the Chinese market, on the one hand, is optimistic about the prospects of China's second economic power, and on the other hand, the rise of Chinese companies such as Huawei and SMIC has made Samsung realize that Chinese companies have strong independent research and development capabilities, so it has also increased its research and development efforts to maintain its hegemony in China's memory chip market. However, one thing is certain, and that is that Samsung faces huge technical challenges, and not only Chinese companies, but also Western companies like Micron, are also eyeing Samsung's position.
In terms of policy, affected by the US chip ban, Samsung must re-examine its position in the global ** chain and seek new development opportunities to fill the gap in China's chip export market.
Samsung, both technically and policy-wise, is passive, and it is difficult to change this situation. The chip war between China and the United States will last for several years without any results, and even if China makes concessions, the United States will not give up, so Samsung must find a path that suits itself.
As we all know, Biden invited Samsung to build a factory in the United States, but just like TSMC, he was "trapped", not only failed to get subsidies, but also made such a big move. Obviously, it is not a wise choice to stand on the side of Meixin and give up the Chinese market. Samsung must find a new path to "survive"!
Judging from Samsung's application for "permanent tax exemption" to the United States, Samsung has woken up and does not want to completely abandon the Chinese market, and it may be a good choice to establish a mature factory in China. Overall, Samsung has not given up. As the saying goes, plans can't catch up with changes, in this rapidly changing era, Samsung can continue to innovate, constantly adapt to changes in the market, which is worth learning from all Chinese companies, I believe that Samsung will never fall, "cannon fodder" will also have a chance to turn around, we wait and see!