1. Texas Instruments laid off the Beijing power management chip design team
Texas Instrumentsis the largest in the worldSemiconductorsone of the manufacturers, but in the face of the mainlandPower management chipsDuring the fierce competition, the performance declined, and the company was unable to cope, so it had to lay off the design team in Beijing. This may also be related to the tension in cross-strait relations.
In May 2022,Texas InstrumentsShanghai has been abolishedmcuR&D team, only the marketing and application departments remained, originallymcuThe R&D line was also relocated to India. Texas InstrumentsThis is not an isolated caseMicronIt also closed the Shanghai R&D center and disbandeddramdesign team and transfer it to India.
In addition,Apples, Dell,HPand other well-known enterprises are also gradually withdrawing from the mainland market. In addition to the pressure from the United States, this is also related to the rapid development of Chinese enterprises, which have been able to compete with foreign enterprises in many fields.
2. U.S. companies' obstruction and cooperation with the mainland chip industry
Founder of TSMCZhang ZhongmouPreviously, he thwarted SMIC's plans to build factories in mainland China and sued SMIC to force it to leave. In addition, he actively cooperated with the US sanctions and stopped givingHuaweiOEM KirinChipsand publicly expressed support for the U.S. side toward ChinaChipsLimit.
What's even more infuriating is thatZhang ZhongmouRecently, he also announced that he would help JapanSemiconductorsIndustrial revival, appeared at the inauguration ceremony of TSMC's Japanese wafer fab. This is clearly supporting Japan on the American sideChipsCooperative action in restrictions. However, no matter how hard he tries, he can't stop our countryChipsThe rise of the industry.
3. The awakening and rise of the mainland chip industry
In recent years, the mainlandChipsThe industry has developed rapidly, and great progress has been made in all aspects such as production capacity and level. EvenZhang ZhongmouThe old clubTexas InstrumentsUnable to withstand this competitive pressure, they began to lay off employees and reduce the burden.
Texas InstrumentsAs a global analogChipsThe hegemon of the market has been occupying about 20% of the market share, and the other has entered the top 10 simulations in the worldChipsThe share of manufacturers is only in the single digits. However, in the face of the continental simulationChipsof competition and price reduction wars,Texas InstrumentsIn the fourth quarter of last year, revenue fell 13% year-on-year, and net profit fell 30% year-on-year. The situation in the first quarter of this year is still not optimistic.
ContinentalChipsThe rise of the industry has been irreversible, and it is in the worldSemiconductorsThe field is gradually playing an increasingly important role. And not only on mobile phonesChipsfield, mainland enterprises such asHuawei, ZTE, etc. are also showing strong competitiveness in other fields.
4. The reason why American companies continue to "run away".
The reasons for the collective withdrawal of US companies from the mainland market can be interpreted from two aspects. On the one hand, it is the US sideHuaweiand other mainland enterprises, so that the partners of these enterprises have to withdraw. On the other hand, it is the rapid development and rise of mainland enterprises, and many fields already have the strength to compete with foreign enterprises, which puts US enterprises in a disadvantageous position in market competition.
5. Summary of the situation
ContinentalChipsThe rise of the industry is unstoppable, and although American companies have collectively withdrawn from the mainland market, this is only a superficial phenomenon. With mainland enterprises inSemiconductorsWith the continuous development and growth of the field, there will be more opportunities and achievements waiting for us.
withTechnologyprogress and globalEconomychanges,SemiconductorsThe competition in the industry is also becoming increasingly fierce. ContinentalChipsThe awakening and rise of the industry will not only make American companies feel pressure and challenges, but also bring more opportunities and development space. As an editor, I feel that this is a very forward-thinking and forward-thinking field of the industry.
on the mainlandChipsIn the process of industrial development, we need to pay attention to independent innovation and technological breakthroughs, and improve the level of research and development and production capacity. At the same time, actively promote the upgrading and optimization of the industrial chain to build a completeSemiconductorsEcosystem。Only in this way can we be globalSemiconductorsEstablish a foothold in the industry to achieve sustainable development and leading position.
In addition, I also hope to be inSemiconductorsIn the development of the industry, we can pay attention toEnvironmental protectionand sustainable development. Semiconductorsindustry though brought hugeEconomybenefits, but also has a certain impact on the environment. We should strengthen the protection and governance of the environment, explore the path of green production and sustainable use, and promoteSemiconductorsGreen transformation and sustainable development of the industry.
In general, the continentalChipsThe rise of the industry is a moment of historical opportunities and challenges. We must seize the opportunity, innovate bravely, and constantly improve our own strength and comprehensive competitiveness. Only in this way can we be globalSemiconductorsOccupy an important position in the industry and make greater contributions to the development and progress of the country.