Since the end of World War II, the United States has "robbed" 1,200 German scientists and forced them to do scientific research for themselves, and with top scientists, the United States is also the first to invent transistors and integrated circuits, master a large number of semiconductor technology, and can be said to occupy an absolute dominance in the field of semiconductors!These Qualcomm, Intel and Nvidia and other U.S. chip companies have also made a lot of money in China with their advanced technology, which is simply opening the era of "lying and earning".
However, the emergence of Huawei's Kirin core completely broke this situation, which not only squeezed Qualcomm Snapdragon core's market share in China, but also shook the U.S. side's technological hegemony, especially after Huawei announced 5G, as long as it is given enough time, it will inevitably make a big difference in the international market!But when the tree is big, it beckons the windSince Huawei's strong rise, it has been subjected to a series of "sanctions" by the United States, from the entity list to the chip rules, to the tripartite agreement, which directly led to Huawei's vitality, and even fell into an embarrassing situation where there was no core available for 3 years.
But what the US never expected was that since the chip rules were revised, Huawei and other Chinese companies have embarked on the road of self-development, and they are reducing the import of chips every yearAccording to the data, from 2022 to September 2023, Chinese companies have reduced about 157 billion chips cumulatively, almost all of which have been replaced by domestic chips. However, some people are happy and some people are worried, with the continuous cutting of orders by Chinese enterprises, the chip export volume of American core companies has also plummeted, and American chip companies such as Qualcomm, Intel and Nvidia have also seen a decline in revenue and market value in recent years, and even need to save expenses through large-scale layoffs, which can be said to be miserable!
What makes the United States even more dumbfounded is that at the end of August 2023, Huawei suddenly launched the mate60 series, and the Kirin core also returned, it is reported that this Kirin core is also manufactured in China, which means that Huawei has achieved a "breakthrough" under the so-called "chip blockade", and the domestic industrial chain has also been upgraded, which is also the result of the "chip war"!According to the data, the Huawei Mate60 series sold 5 million units in just four months, which shows its popularityAnd once Huawei launches more Kirin cores in the future, then Huawei's mobile phones will return to the peak again, or even surpass the peak, and the Apple mobile phone and Qualcomm chip will fall to the trough again!
In this regard, major American chip companies have stood up to make their positions clear, saying that if they cannot continue to ship to the Chinese market, then American chips will not be sold at all in the future!Not only that, but South Korea's Samsung and the Netherlands' ASML can't sit still this time, especially Samsung, which has been taken away by the United States in the "Micron incident" with a profit of 400 billion won, plus chip rules, it has been impossible to ** chips in the Chinese market in the past two yearsAccording to this trend, it will not be long before Samsung's proud memory chips will become a "bubble", and may even be surpassed by competitors, so Samsung was also constantly communicating with the United States some time ago.
With the rising pressure from all parties and the breakthrough of Huawei's Kirin core, the United States also chose to let go this timeIt not only allows Qualcomm to continue to supply chips to Huawei, allows Dutch ASML to deliver 2000i and other models of DUV lithography machines to Chinese customers, but also directly gives Samsung and Hynix "permanent immunity", allowing Samsung and Hynix to operate the Chinese market indefinitely and without restrictions!In fact, the purpose of the United States is very simple, that is, to use the dumping of chips to fight a "** war" with us, so as to limit the rapid rise of domestic chips!
Although now we can buy advanced memory chips from Samsung and Hynix, and we can also buy 5G chips from Qualcomm, but even then we can have any illusions about it, because the so-called "permanent exemption" is just an alternative means used by the United States to restrict the development of our chipsTherefore, as Ren Zhengfei said, we must abandon all illusions, take the road of self-research in a down-to-earth manner, insist on vigorously investing in research and development, and give up all illusions is the best way, only in this way can we fully realize the "breakthrough" and rise in the real sense!If you approve it, please like it!