But I am a lazy person again. Every time I change my shoes, I am reluctant to pack my shoes into the shoe rack and shoe cabinet. This will be troublesome, and I want to live a good life and I am lazy. This is really a contradiction.

When playing cards, in addition to the bomb

, there must be other big brands

This article was first published "Jing Si Me, Me", authorized to push

I don't like it when I enter the house and see a lot of shoes at the door like a street stall. But I am a lazy person again. Every time I change my shoes, I am reluctant to pack my shoes into the shoe rack and shoe cabinet. This will be troublesome, and I want to live a good life and I am lazy. This is really a contradiction.

In response to this situation, I imagined that in the near future, we can install chips for each shoe, and of course we also need to install chips for the shoe rack and shoe cabinet. In this way, every pair of shoes and shoe rack, shoe cabinet and my mobile phone are connected through chips and the network. I can give them instructions through my phone. Before I enter the house, the pair of shoes I want to change should be placed in the most suitable position to facilitate me to change my shoes without me looking for them.

After I changed my shoes, I informed the shoes and shoe racks through the Internet through my mobile phone and mobile phone. Then, the shoes I changed were like soldiers returning to the team, and went back to the position he should on the shoe rack, and then closed the door to the door, and everything was OK.

In this way, the shoes, shoe racks and shoe cabinets at the door of my house look very neat, and I, as a lazy person, don’t need to do anything.

I think that although my imagination is extremely beautiful, it is not high-end at all. My truly high-end imagination is an upgraded version based on this enjoyment. That is, in the future, we may have something like headphones hanging on our ears or putting it in our pockets. Of course, it can also be far away from me, but he accepts the changes in my brain waves . When I want my shoes to return to the shoe rack, as long as I think about it, I don’t need to do anything else, I don’t need to operate my phone, or I don’t need voice control, the shoes and shoe rack will accept my instructions and then do the corresponding actions, so all this is OK.

Of course, I know that the most important thing for the future life to be so beautiful is to have a very critical thing, that is: chips.

A chip is actually an microcomputer . You can even understand it as a miniature, simple robot, which is connected to the network, so that any "dead" thing in the world that is traditionally considered "live" again.

chip makes all the lifeless things in our world seem to be alive and connected together through the Internet. This is the Internet of Things.

Nowadays, we are moving quickly in this direction. For example, our door locks, refrigerators, washing machines, dishwashers, air conditioners, electric fans, lighting, etc., are equipped with chips and connected together through 5G or even 4G networks. We just need to say "turn on the light" with our mouths, and the light turns on. We just need to say "wash the dishes" with our mouths, and the dishwasher starts washing the dishes for us.

Of course, since the bowl has not been installed with the chip, the task of placing the bowl in the dishwasher must be completed manually. But in the future, you can put the bowl on a chip, and then lift your legs and leave after dinner, shout "wash the dishes", so the bowl runs into the dishwasher by itself, and the dishwasher starts washing the dishes for us.

The future life is really longing for, so friends must take good care of their bodies and wait for the arrival of a better life.

However, all this requires: chip.

In this scenario, friends can imagine how many chips do we need in the future world?

The reason why we haven’t installed chips on shoes and bowls is many. One of the important reasons is that the chips are not enough and the chips are too expensive. Since the beginning of this year, even the chips needed for cars are not enough, so the world's famous car manufacturers have cut production.According to a survey by the Automotive Research Center of Duisburg-Essen University in Germany, chip shortages will lead to a global reduction of 5 million new cars.

From last year to this year, it can be said that one of the most popular products in the world is chips, because more and more things need chips. For example, in the past, there were basically no chips used in cars, but later they gradually started to use them, and the usage continued to rise. By 2021, the average chips used in each car will reach more than 1,000, of which the number of new energy vehicles required is even higher. As long as a thing is short, the price will rise, so the price of chips has increased by about 30% this year.

That's it, chips are still not enough, so the United States claims to solve the supply chain crisis and asked the world's major chip manufacturing companies to submit relevant commercial confidential information on September 22 in order to coordinate the solution to this problem. The deadline is November 8. Before the deadline, TSMC , Samsung , and SK all obediently handed over their own business confidential information.

This time, the United States requires chip manufacturing companies to submit commercial confidential information, and was widely commented by the world public as: , and it is: openly robbed. The United States does this simply to seize the commanding heights of future chip production and control the global chip supply chain in order to control the whole world. Because whoever controls chips in the future will be able to control the world, which is similar to controlling oil in the past few decades.

Let’s talk less about the future and the present.

I mentioned chip manufacturing earlier. This statement is inaccurate. It is expressed in the context of traditional manufacturing for the sake of easy understanding by friends. Its standard statement is called wafer foundry.

wafer foundry The word "foundry" consists of two parts, one is wafer , and the other is kenry of .

wafer, we can simply understand it as a stone piece. Yes, you heard it right, it is a piece of stone, that is, the stone is made into pieces, and it is usually round.

However, it is not possible to directly cut the stones in nature to make wafers. When it comes to saying that wafers are stone slices, the most important thing is that their raw material is silicon, and silicon is extracted from sand. There is generally not much difference between stone and sand in the people's concept of life. Extract the silicon from the sand, then aggregate it together, penetrate it, and make it into a small circle piece, which is called a wafer, so I say that the wafer is actually a stone piece.

Let’s talk about the second word: OEM. The manufacturing of

chip can be simply understood as follows: first design a circuit diagram. Of course, this circuit diagram is very complicated. We call it integrated circuit , which is called chip design. After designing, the circuit diagram must be carved on the wafer, that is, on small pieces of stone. Just like we see some craftsmen on the street carving a poem or drawing a painting on a grain of rice. The lithography machine , is responsible for engraving.

So, wafer foundry factories are all working on behalf of others, that is, working on behalf of those chip design companies, so it is called wafer foundry. Although some foundry factories also design chips themselves, the design and engraving are separate.

From this we know that the last step of chip manufacturing is engraving. This engraving, we call it wafer foundry. Of course, after the engraving, there will be packaging and testing, which is from a detailed perspective. In a broad sense, carving is the last step.

No matter how much you did in the design process, no matter how advanced you have, if you can't carve it on the wafer in the end, the previous work will be in vain and in vain.

For example, the chips designed by Huawei HiSilicon are very advanced, but due to US sanctions, no company in the world can carve the integrated circuits designed by Huawei HiSilicon onto wafers, so there is no way out for Huawei HiSilicon chips at present.

So, which companies in the world can do wafer foundry? That is, can you do the carving work?

In general, inferring that in such a huge industry as chips, there should be many companies doing wafer foundry.

However, this is not the case. With such a huge industry, there are only 10 major companies in wafer foundry in the world, because the top 10 wafer foundry companies in the world account for 97% of the market share. According to the proportion of operating income in the world in the second quarter of 2021, the 10 companies, from 1st to 10th, are the following:

, and Taiwan's TSMC accounted for 54.5% of the revenue.

ranked second, and South Korea's Samsung accounted for 17.4% of its revenue.

ranked third, , in Taiwan, China, UMC , revenue accounted for 7.1%.

ranked 4th, and the United States' GM accounted for 5.5% of the revenue.

ranked fifth, in mainland China, with revenue accounting for 4.7%.

ranked 6th, and Huahong Group in mainland China accounted for 2.5% of its revenue.

ranked 7th, Taiwan's Liji Electric accounted for 1.6% of revenue.

ranked 8th, Taiwan, China is the world's advanced, with revenue accounting for 1.4. .

No. 9, Israeli Tail Semiconductor accounts for 1.5% of revenue.

ranked 10th, South Korea's Eastern Hi-Tech accounted for 0.9% of its revenue.

10 companies on , totaling 97% . Therefore, we basically don’t need to pay too much attention to the companies after the tenth place. All companies after the 10th place account for only 3% of the revenue.

This is an analysis from the perspective of the enterprise. Next, we analyze it from the perspective of the country and region.

Among the top 10 wafer foundry companies, Taiwan accounts for 4 companies in one region. The revenue of these four companies accounts for 64.6% of the world's wafer foundry revenue, , among which TSMC accounts for 54.5% , and more than half.

ranks behind Taiwan, China and is South Korea . South Korea has two companies, Samsung and Eastern High-Tech, which are among the top ten. The revenue of the two companies accounts for 18.3% of the world's wafer foundry revenue.

ranked behind South Korea, Mainland China, has two companies, SMIC and Huahong Group , which are among the top ten. The revenue of the two companies accounts for 27.2% of the world's wafer foundry revenue.

Next is behind mainland China is . There is a company in , which is GF, which is among the top ten. This company represents the United States, and its revenue accounts for 25.5% of the world's wafer foundry revenue.

followed by Israel. has a company called Tower Semiconductor that is among the top ten. This company represents Israel, and its revenue accounts for 21.5% of the world's wafer foundry revenue. What about

? Then behind, it's gone.

accounts for 97% of the world's revenue share, and is divided into five countries and regions: Taiwan, South Korea, mainland China, the United States and Israel.

Among them, , Taiwan, ranked first, accounting for 64.6%; South Korea, ranked second, accounting for 18.3%; mainland China, ranked third, accounting for 7.2%; the United States, ranked fourth, accounting for 5.5%; Israel, ranking fifth, accounting for 1.5%.

said the key points, and finished the situation of the top 10. Let’s talk about the first place next, Taiwan, China.

We spent a long time talking about how important chips are. Therefore, chips are actually a kind of stubborn product in the world, and the demand for chips is very, very large. In this case, the proportion of chips manufactured by Taiwan, China is as high as 64.6%, while TSMC, a company in Taiwan, produced 54.5%, more than half.

Do you think Taiwan, is it powerful in China?

Reiterate again, this product, which is particularly powerful in Taiwan, is a particularly important product. Let’s not talk about the particularly high-end things, just chips are required in our daily necessities, computers, mobile phones, color TVs, refrigerators, washing machines, dishwashers, lighting, cars, monitoring, and even railings at the entrance of the community... and so on. I also expected that in the future, our shoes, bowls and other things will also use chips.

It can be said that without chips, it is not called modern society. If chips are not used, then the level of economic development will return to 70 years ago, which is the era when World War II ended. has no chips, and the economy and society are immediately lagging behind 70 years.

is expressed in a Chinese idiom, which is called: has no chip, and it goes directly to before liberation.

This determines that you must use the chip, so you must buy it.

In this case, the wafer foundry revenue in Taiwan, China accounts for 64.6% of the world. This means that you have to buy the wafer foundry service in Taiwan, and you have to buy it even if you don’t.

If you want to talk further, the wafer foundry revenue in Taiwan, including TSMC, generally accounts for the world's total proportion of 64.6% , but the most advanced process technology of 7 nanometers, TSMC, Taiwan, accounts for more than 90% .

90%! Basically, even if it is a single business, do you think you will buy it or not? Please note that this 90% refers to the most advanced process chips. In other words, the more advanced it is, the higher the proportion of Taiwan, China.

It can be said that Taiwan’s current semiconductor industry, especially the wafer foundry industry, has strangled the throat of the world economy, and no one can do without it. Why is tensions in the Taiwan Strait continue to heat up, but Taiwan’s economy has not suffered much negative impact. So, today, from an economic perspective, the reason is here.

The whole world, including mainland China, has to buy even if you don’t buy even if you don’t. So, how much contribution has Taiwan’s chips made to its economic development? Let's just look at a few small numbers. This is the number released by Taiwan Province, which is slightly different from the number released by the Ministry of Commerce.

In 2020, Taiwan's foreign trade achieved a surplus of US$58.79 billion. Please note: the surplus. This is an important fulcrum to support Taiwan's economic development.

So how did Taiwan achieve this surplus? Let’s just talk about one important number. In 2020, Taiwan’s trade surplus with the mainland was US$86.67 billion.

So we found that its total surplus is US$58.7 billion, while its surplus with the mainland is US$86.6 billion. How much has the mainland contributed to the purchase of Taiwan for this surplus of US$86.6 billion? The answer is: $73.5 billion.

This means that it has a big surplus to the mainland, and actually a deficit to countries and regions outside the mainland.In terms of foreign trade, Taiwan made a net profit of US$58.7 billion last year, while he made US$73.5 billion in chips in mainland China, and he lost US$14.8 billion in countries and regions outside the mainland.

It is completely maintained by the chip demands of the mainland, especially the mainland!

So, in the face of the rampant "Taiwan independence" elements, can we not support it?

answer is: No. Because mainland chips cannot be self-sufficient and rely heavily on imports, Taiwan is a major chip supplier. In 2020, the amount of chips imported by mainland China reached US$350 billion, which is higher than the second-ranked crude oil and third-ranked iron ore.

By the way, the amount of agricultural products we imported from Taiwan in 2020 was US$1 billion. Due to some restrictions, it was reduced by US$200 million compared with 2019. The reduced amount is actually only 1/360 of the chip import quota of mainland China from Taiwan.

In short, the amount of chips imported from Taiwan in 2020 (not including other products in the semiconductor industry, such as semiconductor equipment, etc.) exceeded the surplus of Taiwan's foreign trade in 2020 by US$58.7 billion, and the exceeding amount was US$14.8 billion.

On the other hand, if the mainland does not import chips from Taiwan (just talk about this matter, not anything else), Taiwan's foreign trade will immediately change from a surplus of 58.7 billion to a deficit of 14.8 billion. Because the leverage in the middle of is US$73.5 billion, which is 360 times the leverage of US$200 million that we reduced the import of sour and wax from Taiwan in 2020.

If our chips can be self-sufficiency, then in the face of Taiwan’s wafer foundry services, we buy as long as we want, and don’t buy as long as we don’t want to. Then:

If Taiwan independence elements jump higher, forget their ancestors, rely on foreign countries, and divide the country, we will not buy their chips, and their economy will collapse immediately. The result of not buying chips is much more serious than the result of not buying their sour wax.

Their economy collapsed, which would inevitably affect the livelihoods of 23 million Taiwanese. At that time, Taiwanese who were living uncomfortable would naturally expose their resentment to the "Taiwan independence" elements. Who would still support "Taiwan independence"? The political forces on the island that support national unity can also make a big fuss with this matter and completely turn the "Taiwan independence" elements into the stinky ditch.

In this way, will we take a greater initiative in cracking down on "Taiwan independence"?

So, how can this situation be formed? It is difficult to say, and it is simple to say. means: develop the chip industry and achieve chip self-sufficiency. After analyzing this, we found that vigorously developing our chip industry is not only breaking through the US encirclement, but also contributing to the reunification of the motherland.

I have revealed this meaning many times in previous programs: Regarding the unification of Taiwan, our last trump card is the People's Liberation Army. But when we think about problems, don’t just think about this trump card. We should also have many cards. Among the many cards I mentioned, the core is to develop ourselves, do our own things well, and do our things at hand well.

Some friends think this is too false and unreal. From today's analysis, we can see that this statement is not false at all.

This is actually the same as our daily card game. If you have a bomb on your hand, but you can't always think about your bomb. You have to have other good cards!

这里也立个棍，个人预测：中国在10年内能芯片和国产航发会取得突破性发展。 10 years is not too long, welcome to dig a grave and slap in the face.