TSMC and Samsung changed their faces across the board and announced that they would stop the Chinese market, foreign media.
Manufacturers such as TSMC and Samsung have also seen their revenues drop significantly as a result of the U.S. ban on batteries**, as their battery packs are banned from being exported to China. So when Samsung and TSMC released bombshells at the same time, foreign ** even said bluntly: Everyone has changed? This is due to the fact that Chinese consumers simply don't buy it.
At the end of November, Samsung and SK Hynix officially announced that they had received a permanent waiver of Chinese mainland's expansion capabilities, as well as some free export memory chips. In addition, TSMC also announced a one-year expansion license for its Nanjing plant.
But one thing is certain, that is, Chinese chips are being replaced domestically, and a large number of imported chips have been cut so much that foreign news has to say: Chinese customers don't eat this set at all.
According to released figures, China imported a total of $156 billion of chips in the 15 months last year, down nearly 20% from a year earlier. All the reduced chips are replaced by localized chips.
Driven by non-American companies such as TSMC and Samsung, the market share of American chip foundries has been declining, and even the well-known Intel in the United States has a market share of only 1%, barely squeezing into the world's top ten.
At the same time,"China Chip"It has also entered the track of rapid development, not only the domestic semiconductor industry has developed rapidly, but also a large number of semiconductor manufacturers have set up factories in China. Samsung and Hynix, for example, account for almost half of the Chinese mainland market in chip production.
The U.S. has not only prevented large U.S. companies from providing advanced logic and memory chips, but has also forced companies such as TSMC, Samsung, and ASML to limit their production of high-end chips and advanced semiconductor equipment.
However, in the United States, the "nuclear ban" not only hindered the research and development of Chinese chips, but also prompted Chinese companies to realize that the key to independent research and development lies in independent research and development, which has driven the rapid development of Chinese chips, and by 2025, the proportion of domestic chips that can be replaced by domestic production has exceeded 70%.
This is not the end, even in the field of semiconductor devices, the growth rate of Chinese companies is quite fast, and the placement ratio of many products has reached more than 50%, so the control measures of the United States for their products are no longer so important.
In addition, Samsung, TSMC and other electronics industry giants, after the loss of the Chinese market, revenue, market value and chip shipments have experienced a serious decline, and Samsung's chip inventory has accumulated to about 40%, resulting in a serious shortage of TSMC's production capacity, and even the plan to purchase ten extreme ultraviolet lithography machines in 2024 has also failed.
In the case of the US ban on nuclear **, those companies that have suffered heavy losses in the Chinese market have been in succession"Change face", including Qualcomm, Nvidia, and Intel.
At present, China Chip is replacing domestic products such as memory chips on a large scale. At present, many Chinese manufacturers have adopted more cost-effective and distinctive local memory chips for the 232-layer memory chips independently developed by Yangtze River Semiconductor, which has driven traditional memory manufacturers such as Samsung, Micron, and SK hynix to launch a new round of price cutting strategies.
In the field of desktop-level processors, the Loongson 3A6000 previously launched by Loongson Zhongke has the same comprehensive strength as Intel's 10th generation Corecore. Even in the processor architecture, the independent and controllable Loongson system is adopted, and there is no need to consider the suppression of the United States and Western countries.
China's chip products soon occupied the Chinese market, making semiconductor giants like Nokia, Intel, and Samsung do everything possible to seize the Chinese market.
However, one thing is for sure, with the completion of domestic substitution, the "Chinese chip" with more advanced advantages is gradually accepted by Chinese companies, and the chips of the United States and Europe and the United States can no longer maintain high prices in the Chinese market as before, and can only continue to decrease. However, we can basically replace domestic production, and considering the US ban on nuclear **, I am worried that no Chinese company will import chips from the United States or Europe and the United States.
It's not surprising that foreign news reports say that Chinese customers simply won't believe it.
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