SMIC is a global wafer manufacturing company, and as the global semiconductor industry continues to grow, SMIC's data has been in the spotlight. Recently, a set of data shows that the proportion of US companies in SMIC's customers has continued to decline, while the share of domestic companies in revenue has been increasing. This phenomenon has aroused widespread attention and discussion in the industry, and it is worthy of further in-depth development.
From a historical perspective, SMIC's development has experienced ups and downs. Initially, due to restrictions such as the Wassenaar Agreement, SMIC was hampered in terms of equipment procurement and technology introduction. However, SMIC's founder, Rujing Zhang, leveraged his personal courage and connections to lead the company to a successful start-up and gradually develop into one of the world's leading wafer fabrication companies. Zhang Rujing's story is not only a history of personal struggle, but also a microcosm of the history of the development of China's semiconductor industry.
Zhang Rujing is not only an entrepreneur in a key position, but also a leader in the field of technology. He has led the SMIC team from a foreign-owned enterprise to a state-controlled industry leader. Zhang Rujing's success lies in the fact that he not only pays attention to hardware construction, but also pays more attention to talent introduction and team building. SMIC's technical team has injected a steady stream of impetus into the company's growth with their expertise and innovative capabilities.
With the continuous innovation of technology, SMIC is also constantly making technological breakthroughs and upgrades. The addition of Liang Mengsong has brought a new technology concept and development direction to SMIC, enabling the company to break through from 28nm processes to 14nm, 12nm, and even advanced processes such as N1 and N2. However, with the escalation of the U.S. technology blockade policy against China, SMIC still faces many difficulties in technology introduction and equipment procurement, resulting in hindered development.
In the semiconductor industry, the improvement of the technical level is crucial. As one of the representatives of China's semiconductor industry, SMIC must continue to increase investment in technology research and development to enhance its core competitiveness. In the face of the technological blockade of the United States and other developed countries, SMIC should strengthen international cooperation and seek breakthroughs to promote the development of the domestic semiconductor industry.
In recent years, SMIC's customer mix has undergone significant changes, especially as the proportion of U.S. companies continues to decline. Data from 2007 to 2023 shows that the proportion of Chinese companies in revenue has gradually increased, while the proportion of US companies has been declining. This change is not only affected by the international situation, but also closely related to the company's strategy and development direction.
SMIC's changing customer mix reflects the dynamics of the global semiconductor industry. With the rise and expansion of China's semiconductor market, more and more Chinese companies choose to cooperate with SMIC, which has promoted the company's development in the domestic market. In contrast, the intensification of technology blockade policies by the United States and other Western countries against China has made SMIC face greater challenges in terms of American corporate customers.
To sum up, SMIC, as one of the important representatives of China's semiconductor industry, shoulders the important responsibility of leading the development of the industry. In the highly competitive environment, SMIC must continue to make efforts in technological innovation, customer expansion, and market expansion to enhance its core competitiveness and achieve sustainable development. At the same time, the first departments, industry associations, business circles and other parties should work together to jointly promote the development of China's semiconductor industry and inject new vitality and impetus into the development of the industry. 2500 words.