In the field of traditional chips, Western countries led by the United States have always monopolized the industry's voice, such as EDA software being monopolized by US companies, photoresist being monopolized by Japanese companies, and EUV lithography machines being monopolized by Netherlands. Although the overall strength of most domestic semiconductor companies has reached a world-class level, it is like a tall building built on the beach, unable to withstand a little wind and rain. For example, Huawei HiSilicon, although its chip design capabilities are among the best in the world, after the United States revised the rules of the world's semiconductor industry, the research results can only be shelved.
In order to curb the rise of my country's technology, in the past few years, the United States has continuously used its chip technology advantages to "increase the investment layer by layer" on Chinese companies such as Huawei, trying to force these "defensive" Chinese companies to give up their independent R&D path and become their tools for making money. However, what the United States did not expect was that Huawei and other Chinese companies such as Huawei, which are under tremendous pressure, not only did not fall, but their shortcomings were strengthened, and their overall strength was stronger. On the contrary, US semiconductor companies ushered in a "cold winter" ahead of schedule !
my country is the world's largest chip market. American semiconductor companies make a lot of money from the Chinese market every year. For example, Qualcomm, made 143.2 billion from Chinese companies in 2021 alone, becoming its most important overseas market, without a single .
However, due to the impact of the "chip ban", US semiconductor companies have had a very difficult life in the Chinese market. has been constantly "cut orders" by Chinese companies, and the price of some chips has been reduced by 90% and no one wants it. Some US semiconductor companies such as Xilinx have been acquired by competitors because of the loss of Chinese companies such as Huawei.
According to public data, Nvidia, AMD, Intel, Micron and other US semiconductor companies were affected by the Chinese market, and their sales were far lower than expected and were not optimistic by major investment banks. Their market value evaporated by a total of US$1.5 trillion, or approximately RMB 10.7 trillion overnight.
"Where there is oppression, there is resistance!" As the United States continues to upgrade its means to suppress Chinese companies, the overwhelmed US semiconductor companies have begun to "rebound". While large-scale layoffs are responding to the "cold winter", they have begun to "stood for the "ban" and continue to maintain cooperation with Chinese companies.
Recently, Nvidia officially announced that The company has successfully developed a "alternative" of the high-performance GPU chip A800 A100. This chip can meet customers' needs for high-performance computing chips such as artificial intelligence and big data. The overall performance is not weaker than the A800 chip, and it can be shipped to Chinese companies freely.
According to people familiar with the matter, in order not to lose the Chinese market, American companies are looking for "substitutes" and maintain close cooperation with Chinese companies without violating the ban.
Once Nvidia's "stolen the pillar" approach was released, it instantly attracted widespread attention and discussion in the US technology community. Although there are voices of criticism that it is a "American traitor", a large number of people believe that Nvidia's approach is worth promoting. The reason is that The Chinese market is too important to US companies. Once the Chinese market is lost, US chips may retreat from the global market, and may even lose decades of voice in the semiconductor industry .
The author believes that Even if U.S. semiconductor companies such as Nvidia try every means to maintain cooperation with Chinese companies, their market share will only decrease little by little, because "China Chip" is breaking the ice quickly!
According to the official information, pure domestic chips that have been mass-produced can meet the development of industries such as the Internet of Things, artificial intelligence, and 5G. In less than a few years, it can completely solve the problem of high-end chips being stuck. When the " China Chip" rises, it is the day when the US Chip retreats from the Chinese market.
In order to achieve the "Chinese core" as soon as possible, I hope that domestic companies will no longer "sit on the ground to associate" and must "strive Huawei" , concentrate superior scientific research forces to overcome technical difficulties, master the industry's discourse power, and let the Americans know that the Chinese are no longer the "soft persimmons" a hundred years ago, and the days when they are ravaged are gone!
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