Cook shakes, the world's largest chip company rises! Beyond Samsung and TSMC
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Nvidia surpassed Samsung and TSMC, and its market value exceeded 100 billion yuan.
Nvidia is the largest semiconductor company in the world, and its total assets have exceeded 100 billion yuan in recent times, surpassing Samsung and TSMC to rank first in the world. Before that, we always thought that Samsung and TSMC were the most powerful companies in the world, but with the rapid growth of NVIDIA, their thinking was completely turned upside down. So, why has Nvidia been so successful in this industry?
The reason why Nvidia's market value can surpass Shangzhao is largely because of its involvement in AI technology. With the rapid development of artificial intelligence technology, the requirements for GPUs are also increasing. In particular, NVIDIA's CHAT GPT model has caused an uproar on the entire Internet, and the number of NVIDIA processors involved has reached tens of thousands, bringing huge growth to the value of NVIDIA. Just this year, Nvidia spent another 40 billion yuan to buy Arm, becoming the world's largest chip manufacturer, and also brought great help to Nvidia's development in the Internet of Things.
History of Nvidia.
Compared with Intel, Samsung, and Micron, these chip giants, Nvidia can be regarded as a "rising star". The company was founded in 1993 by Huang and two partners, just over 30 years ago. However, these 30 years are called an important period of "**30 years".
In its beginnings, Nvidia was a small display manufacturer with PCs and game consoles. At that time, the market for graphics processing cards was still very small, and compared to the CPU industry, it was not worth mentioning at all. Because of this, neither Intel nor AMD focused on this, but was seized by Nvidia. In 1999, NVIDIA released a "GeForce256" graphics display chip with super 3D rendering capabilities and programmability, which is known as the world's first GPU in the industry. Since then, Nvidia has gone from being an unknown and small display manufacturer to becoming the "king of graphics cards."
U.S. suppression of the semiconductor industry.
Semiconductors are the "food" of today's world economic development and the "heart" of electrical appliances, and their status is beyond doubt. The United States is the origin of the semiconductor industry, and it has numerous patents in the field of integrated circuits, making it one of the most competitive countries in the world. There are already many chip manufacturers in the United States, such as Qualcomm, artificial intelligence chip giant Nvidia, memory chip giant Micron (Mainton), and CPU chip giant Intel (Intel). However, a series of measures taken by the United States against Huawei in recent years show that the chip industry in this region is gradually becoming the commanding heights of great power competition.
This technological crisis reminds us that we need to pay attention to the localization of the semiconductor industry. As Huawei's CEO Yu Chengdong said, we are overconfident in the global division of labor and are unprepared when faced with economic sanctions. Therefore, the research and development of semiconductor devices with independent intellectual property rights has been the only way for all countries and major enterprises.
Huawei, China's high-tech giant, has invested enormously in the development of its own semiconductor technology. Huawei has launched the Kirin 9000 and Mate60, two phones that have been hailed as China's "contenders". Without this news, China's technology industry, presumably that's it.
1.Samsung will be consistent with U.S. sanctions and reduce production, but profits will not be reduced as a result. In addition, Samsung has burned down many facilities in its own factories, which shows that its connection to the United States is far greater than they could have imagined.
2.There is a high possibility that the price of chips will rise. For example, the Qualcomm Snapdragon 8 Gen3 will not be as cheap, so those who buy Android flagships this year will find it affordable. In addition, the sanctions against Huawei will gradually escalate, so there is no need to hope for this, since there is no way out.
3.The United States, Europe and the United States will acquire China's semiconductor industry on a large scale, which will affect the development of China's technology industry, and then affect the development of the overall technology industry.
It seems to me that the United States is smart in this regard. They firmly grasp the patent rights of cutting-edge technology, put the high-end production technology and equipment into Japan, South Korea, Taiwan Province of China, and concentrate the low-end processing and production in China and Southeast Asia. In this way, they can sit comfortably on the beach and enjoy the wealth that the sun brings. However, things may be about to change. We are glad to have companies like Huawei, because they have straightened the backbone of the country. We firmly believe that we can be at the forefront of the world, ahead of ourselves, ahead of ourselves, ahead of ourselves. Only by relying on their own research and development and mastering their own core technology can they gain competitive advantages in the world and safeguard their own rights and security. To this end, China should vigorously support the semiconductor and high-tech industries, vigorously cultivate outstanding scientific research personnel, strengthen independent innovation and core technology research, so that China will have greater breakthroughs and development in the semiconductor industry in the future.
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