official agency said that just yesterday, as the world's top chip giant, TSMC's stock price plummeted by 6% overnight. This year's market value was cut in half. Because of this incident, it directly lost more than 2 trillion yuan. When Samsung looked, it was a good guy, his revenue fell by 32%, but the overall profit was less than 50 billion yuan. This will be the first time in three years that the worst decline was in the worst. Logically speaking, it shouldn't be. Chips are the country's weapon, and it should be doubled. How could it plummet?
AMD said that due to the decline in sales of personal computers and desktop computers, , processor shipments have decreased. Why do you say that? AMD directly took out the data. According to statistics in the third quarter, the entire cost was less than US$160 million. If you use this comparison to maintain, maintain, talent, R&D, it is not enough, because saving money also requires inventory, pricing, and other things! When Citigroup saw it, he saw that the more chip inventory, the more likely it would affect the company's profits. Maybe it would face bankruptcy at any time! Why is it going bankrupt?
Samsung said, let alone computers, even smartphone sales are declining, and the inventory of products that cannot be sold will increase, and the system operation is cost. If customer returns are included, orders will be reduced, which will trigger the semiconductor market at any time and will completely storm. The fundamental reason for the storm is that if you want to develop chips, you can only spend money from other industries! I was curious, is the chip industry really not working?
Official agency said that smartphone shipments have dropped by 14%. Even the Hynix , the memory chip, has reduced operating expenses. The reason behind this is the market sluggish, profits are declining, and companies are not making money. Don’t underestimate this 14! Let’s take TSMC as an example. Its main revenue comes from mobile phones. Once mobile phone sales decline, this will affect the stock price storm and capital withdrawal! I was curious whether the domestic chip industry has any impact? Which master will tell me about it in the comment section,
after class