Kunpeng Project
The huge cost of the chip war between China and the United States An in-depth analysis of the global giants that have both suffered heavy losses
The article is original and is forbidden to be copied, otherwise you will be held responsible.
Not only American companies, but also several other semiconductor companies have suffered a lot of impact in this crisis. With a loss of about 13 trillion, the largest "cannon fodder" of China and the United States appeared in the semiconductor war, and Samsung was attacked from both sides.
China and the United States are acting as "cannon fodder" in the chip war
The United States is a leader in the world's semiconductor industry, with world-leading scientific and technological level and strong industrial strength. Seeing China's rapid growth and prosperity, the United States imposed a set of controls on its chips in order to prevent China from catching up.
Lithography machine is a very important material, the United States banned the export of lithography machine, so that the Netherlands also joined the ranks, and did not let China and others get advanced lithography technology, thus affecting their production level.
AI chips are a key development direction for China, and the United States has stopped Nvidia's progress in AI by tightly controlling AI chips, and none of this has anything to do with it. Many U.S. companies have suffered in the face of chip regulations, and their revenues and profits have declined sharply.
Not only American companies, but as the biggest "cannon fodder" in the Sino-US semiconductor war, South Korea's Samsung Company is not having a good time. Samsung, in particular, saw its operating earnings fall by 84% over the past year, and in the last month of this year alone, operating earnings fell by 34%, with the company as a whole losing 13 trillion won.
Behind Samsung's scenes, it is South Korea of the United States, but how will the United States deal with them? Micron has been subject to cybersecurity inspections from Huaxia before, and the United States has reminded South Korea not to take advantage of this opportunity to seize the cake of this industry. It's like something that can't be done by one's own company, and one that Korean companies can't do either. What kind of ally is this? Obviously, they are using South Korea as a gunman, and Samsung has become a victim.
Samsung: Situational.
Samsung is the world's largest producer of memory chips, and its chip foundry is second only to TSMC. Although Samsung has many honors, at a higher level, Samsung still does not have much room to choose.
At present, Samsung is facing a two-sided attack from the US chip regulations, as well as a battle for high-end chips from TSMC.
Samsung is committed to overtaking TSMC and dominating the entire world, but it now seems that the road is still long. Samsung's response has been to bet on AI, partnering with other companies such as OpenAI to expand AI production capacity.
Artificial intelligence is the trend of the times, and if Samsung can seize this opportunity, it may not be able to turn things around.
The reason why Samsung has been able to develop to this day is entirely because of the United States, if it were not for the United States to relax the control of chips, Samsung would have gotten AI chips from China a long time ago, but South Korea is an ally of the United States, which makes Samsung have to face up to this fact.
The Samsung incident also made us realize that in today's global economic integration, cooperation between them is the best way out. We look forward to China and the United States working together to promote the vigorous development of the international semiconductor industry, promote the development of science and technology in other countries, and promote the development of China's national economy in accordance with the principles of fair competition, mutual benefit and win-win results, and in accordance with the rules of market economy.
If you agree, you can like it, pass it on again, comment on it, and share it.