Last year, the United States requested key data from many chip giants, including Samsung, TSMC and other international foundry giants. Of course, at the beginning, Samsung and TSMC were unwilling to hand over data. After all, once the data was handed over, it would easily reduce

Last year, the United States requested key data from many chip giants, including , Samsung, , TSMC and other international foundry giants. Of course, at the beginning, Samsung and TSMC were unwilling to hand over data. After all, once the data was handed over, it would easily reduce their competitiveness in the industry. However, in the end, they still failed to withstand the suppression of the "toolbox". In the words of Lao Mei, they all "voluntarily" handed over the data.

The reason why the United States wants these companies to hand over their data is to solve the global core shortage. At that time, TSMC said that instead of asking them to hand over data, it would be better to check whether there is long-term stockpiling in the supply chain. The implication of is that TSMC believes that the global core shortage is not a problem with their own production capacity, but a "hoarding" situation in semiconductors .

However, the United States obviously did not take TSMC’s words to heart, so people in the industry believe that TSMC may have made a wrong estimate. But in fact, judging from SMIC’s official announcement recently and the problems with chip prices, TSMC is most likely right.

Among them, SMIC officially stated that it has made adjustments to the chip inventory of the smartphone business. The reason for making adjustments is that smartphone terminal companies currently have a large inventory. What is interesting about is that when the world is short of cores, chip prices are on the rise. Whether it is TSMC, Samsung, , Intel , etc., there have been several rounds of price increases. But now the situation has turned for the worse, and chip prices have plummeted.

According to relevant news, there has been price reduction in the chip market recently. The price of some chips has dropped directly from the peak of 3,500 yuan per piece last year to the current 600 yuan. There are even chips that have dropped to the price of 20 yuan. You can see such data changes in , and the drop in chip prices is really surprising.

Some analysts said: This is not caused by excessive expansion of production, but the scope of semiconductor weakness will further expand in the future. Combined with the reasons for the adjustment given by SMIC, it is not difficult to see that TSMC guessed correctly as the reason for the previous shortage of cores, and there was a phenomenon of stockpiling in the global supply chain. Personally, I feel that in this case, the US’s reason for requesting data is completely untenable.

Of course, the global core shortage is caused by many factors, including the phenomenon of hoarding of smartphone terminals, which is also caused by many factors. In this case, we cannot say that the global core shortage is simply due to stockpiling, but it is also related to a certain extent. To a certain extent, the chip was in an upward cycle at that time, which was only temporary. , or to put it more unpleasantly, is just an appearance. If the real core shortage of is very serious, then US companies will not frequently adjust their inventory in such a short period of time.

Looking now, the core shortage in the automotive field, which was the most serious at that time, is no longer as serious as before. And in the entire chip field, the inventory of related products of nearly 2,000 chip manufacturers has also reached a 10-year high. The "crisis" of core shortage has quietly turned into an inventory crisis. At this stage, Lao Mei asked for the so-called inventory data and did not notice it at all. is not just that, Lao Mei has not taken any practical measures in the face of core shortage. Therefore, why did the United States ask for data? And not long after requesting data, unexpected situations began to occur in the chip market. This is really worth pondering.

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