Recently, US chip stocks ushered in a collective plunge, with AMD falling 13.87%, market value evaporated by US$15.18 billion, Nvidia fell 8.03%, Intel fell 5%, and Philadelphia Semiconductor fell more than 6%. In just one day, the losses of many chip giants reached hundreds of billions of dollars.
More than that. Since the implementation of high-end chip export controls on China, chip stocks have continued to fall, evaporating nearly 2 trillion US dollars in one month, reflecting the wave of "de-beautification" caused by supply cuts.
Bill Gates previously publicly stated, "This is a stupid approach. We have actively labeled ourselves as 'unreliable' and handed over the market we have obtained. This is no different from actively admitting defeat."
Since July this year, the United States has continuously formulated various new regulations and made unscrupulous modifications, making , Qualcomm , Nvidia and TSMC, unable to ship independently, with a large amount of inventory backlog, and sales were greatly affected.
, especially Qualcomm, has shrunk its market share by more than 8 billion US dollars. With the lessons of Huawei , Chinese companies realize that if they rely too much on Qualcomm, there are great risks to their future development.
So, either acquire chip companies and develop them on their own, or switch to support the development of MediaTek , SMIC and other companies, playing a check and balance role.
followed by ARM. The modification of the rules and the loss of the market have caused this multinational company with 6,400 employees to lay off 1,000 employees and gather the industrial chain.
Even TSMC, which was previously closely following the US, was "slapped in the face" after its cooperation with Apple , became clear and realized that it was just a "chess piece" that was used and abandoned at any time. So, it began to build factories in many places around the world to diversify orders and reduce dependence on US technology and enterprises.
And we, in the first half of this year, have reduced the import volume of 28.3 billion chips. Many U.S. experts said that if China's import volume continues to decrease, not only will this market be lost, but other countries will also slowly turn their business to China.
When the United States refused to provide us with chips, it forced us to embark on the road of independent research and development. In 2021, the total production investment in the semiconductor industry exceeded 190 billion yuan, and there were 2,810 chip design companies.
In the global chip enterprise growth rate rankings counted this year, 19 of the top 20 companies are from China, and our industry growth rate has ranked first in the world.
As Bill Gates said, wanton cut off supply has already given the US a "unreliable" label in terms of credit. Not only have we increased our efforts in independent research and development, but even Europe, which once had the same position as the US, has quietly taken action.
Europe has now adopted its own chip plan, investing 43 billion euros in the first phase to improve its competitiveness in the chip field, and double its market share by 2030.
The fundamental reason is that the beauty relies on its technological advantages to unscrupulously control the needs of others. No one wants to be poured into a "basin of cold water" when developing rapidly. It does not mean that the things are good, so you must buy yours. When it involves your own interests, the right one is what you need. Do you agree?
