InHuaweiIn the context of US sanctions, the United States and ChinaChipsThe battle intensified. The United States is inChipsThe fact that China has a technological advantage does not mean that China does not have opportunities. The United States is trying to revitalize its homelandChipsThe industry implemented a subsidy program, but due to the inconsistency of words and deeds, it led to reconstructionSemiconductorsThe plan fell through, and TSMC was lostSamsungand other giants. The U.S. operation has instead promoted the rapid breakthrough of Chinese chips, and it seems to realize the urgency of the problem, and Biden urgently subsidized $12 billion to incentivize the homeChipsManufacturer, among othersInteland GF became the main beneficiaries. However, the actions of the United States are selfish and raise questions about its homeland revivalChipsThe sincerity of the industry, which also led to the failure of the plan.
Expansion: Although the United States is inChipsChina is not intimidated by its technological superiority, but on the contrary, it is even more courageous. The U.S. subsidy program may have been designed to revitalize the U.S. homelandChipsindustry, but it makes people suspicious because of the inconsistency between words and deeds. In the face of various maneuvers, including emergency subsidies, the actions of the United States have not had the desired effect, but have made the domestic situationChipsThe company is more united and more dynamic than ever before.
On the nativeChipsIn the process of implementing subsidies for the industry, the United States is favoriticInteland other local enterprises, leading to foreign companies such as TSMC,Samsungand so on, this kind of behavior seems to expose the "pro-son" mentality of the United States. On the one hand, the United States tries to invite foreign companies to participate in the construction of factories, leveraging its technological strength and global influence, but on the other hand, it favors local companies in practice, which is difficult to win the recognition of the industry. The actions of the United States raise doubts about its homelandChipsThe real attitude of the industry, it is not surprising that the revival plan failed.
Expansion: American pairsIntelForeign companies feel repulsed by the favoritism of local companies, and it seems that the United States is more willing to concentrate its resources on local companies in the revitalization plan. On the one hand, this approach has increased the competitiveness of local companies, and on the other hand, it has also weakened the position of foreign companies in the US market. The U.S. "pro-son" preference policy raises questions about the effectiveness of its revitalization plan and highlights its actionsParadoxical
GF in 2023WafersOEMThe market share in the market reached 658%, ranked third, although it seems good, but with TSMC 66There is still a huge gap compared to the market share of 06%. At the same time, GF has to faceSMIC, Huahong, etcChinese chipsOEMThe rise of enterprises, the competition is becoming increasingly fierce. GF's market position is not optimistic and it is in a difficult situation.
Expanding: Although GF has a strong presence in the market, it faces strong competition from giants such as TSMC, especially in the face of TSMC, which has a market share of more than 66%, and GF's position is somewhat insignificant. At the same time, Chinese mainlandSMIC, Huahong and other companies are also rising rapidly, exacerbating GF's growthMarket competitionpressure, casting a shadow over its prospects.
The United States rebuildsSemiconductorsThe plan, while positive on the surface, exposes words and deeds.
First, favoritism towards local enterprises and other issues, leading to the failure of the plan. The United States is interested in reviving the homelandChipsThe way of the industry is debatable, and all enterprises should be treated more fairly and balanced, so as to truly promote the development of the industry. At the same time, GF, as a member of the industry, is in the fierceMarket competitionWe need to redouble our efforts to improve our technical strength and market position in order to achieve better development in the future.
Expanding: America is rebuildingSemiconductorsThe failure of the plan is a reminder that one should not put all one's eggs in one basket. Only by treating all enterprises fairly can we truly achieve the balanced development of the industry. For GF, it should start withMarket competitionlearn from the lessons and improve their own strength to adapt to the intenseMarket competitionenvironment, striving for better development opportunities.
The United States rebuildsSemiconductorsThe setback of the plan highlights not only its industrial policy dilemma, but also the world's problemsChipsThe pattern of the industry has brought many enlightenments. As a self-editor, I deeply feel the importance and sensitivity of industrial policy, and the country should adhere to the principle of fairness and justice when developing strategic industriesMarket competitionThe fair and orderly progress is carried out. At the same time, enterprises should also maintain a keen market insight, follow the trend, be brave in innovation, and improve their competitivenessMarket competitionNeutral and invincible. Hope for the future in the worldChipsIn the development of the industry, all parties can coordinate and cooperate to achieve mutual benefit and win-win results, and jointly promote the sustainable development of the industry.