The "victim" of the chip ban appears! South Korean companies suffered a loss of 13 trillion won
Chips are forbidden"Victims"Appeared! Korean Airlines lost 13 trillion won and there is no longer enough money to pay the boss's salary!
Since the advent of Huawei 5G, American companies have suffered technological setbacks, and the United States has tried to save it"Technological supremacy", launched a series of special measures to affect the semiconductor industry, and the ban on chips has gradually taken shape and gradually matured.
Since then, China and the United States have had a competition in the field of technology, and the two powers have controlled the entire industrial chain, and no company has escaped this fate. Industry leaders such as Samsung, ASML, and TSMC are restricted by the United States because they cannot divest core technologies containing American technology.
South Korea's refusal to make concessions led to the "Quad Chip Alliance" being shelved, but the United States refused to give up, and soon launched a "trilateral chip hardware production agreement between the United States, Japan, and the Netherlands," although the United States was still unwilling to accept it"Agreement"。Although the United States is still reluctant to accept it"Agreement"However, looking at the movement of the market, this could not be clearer.
Although Japan banned the export of essential equipment in July this year, the Netherlands postponed it until January 2024, and the United States was forced to suspend the implementation of the new regulations due to "lobbying pressure from American companies", the sea that was already calm has set off stormy seas.
Biden's team wanted to reassure their companies and had to wait for the new law to be issued, but soon after, the AI chip and new energy industries began to fully implement regulations, NVIDIA has been asked to stop supplying all chips to it, and American automakers have been asked to import batteries from China.
In the United States, such practices not only hinder the growth of American companies, but also make the most of them"Victims"Surfacing: South Korea's Samsung, once a chip giant, is now facing complete disintegration.
Samsung announced a profit of 65.4 billion won, down 84 percent year-on-year92%, the lowest level in many years; In the semiconductor business, the largest loss was 13 trillion won.
Samsung has adopted a similar approach to open source and reduce expenditure, but did not lay off employees on a large scale, but simply "frozen" all the salaries of executives to save money and ensure the company's operations.
Similar to TSMC, Samsung also chose to invest 15 billion yuan in the United States, but because of TSMC's past experience, they did not focus on building factories, and South Korea often bypassed chip regulations in order to get more business opportunities for its own enterprises.
Third, according to the needs of local Chinese companies for South Korean companies, at present, Chinese branches can introduce some basic advanced manufacturing facilities, but South Korean companies are slow to take a step, obviously not very understanding of Biden**'s intentions.
It is clear that Samsung recognizes the seriousness of the problem and knows that in order to save itself once and for all, it must firmly hold on to China, the South Korean company, and despite constant pressure from the American side, it has not made any concessions, on the contrary, it is gradually accelerating its development in China.
Because of the shortage of high-end chips and the growth of China's memory chip manufacturers, Samsung can still operate and rely on a variety of the best chips on the market, but it is unlikely to use all its profits to subsidize its semiconductor industry.