Since the US embargoed chips on China, my country has been in short supply of chips for some high-end electronic products. Until now, there is no sign of easing. The most impacted industry should be smartphones. In addition, there are chips for car trip computers, chips for computers, and so on. In order to solve this problem, major manufacturers have come up with their own countermeasures, Huawei launched their own chips, and the car companies’ response is to shift the chips to more profitable models to ease the situation. The loss caused by the impact of the chip.
But do you think that the loss of the chip embargo is only borne by our country? . The vice president of Fujitsu General, the US chip manufacturing giant, said that the inventory of chips is still overstocking and has exceeded the warning load. The profit brought by chips has reached a record high, and TSMC has also exceeded one trillion yuan in market value. For a long time, the market value of TSMC has been ranked behind the big names of technology companies such as , Ali and Tencent, but now with the changes in the chip international market, the market value of TSMC has surpassed Ali and Tencent for the first time.
TSMC has become the company with the highest market value in Asia. Because of the growing demand, they have also begun to hoard raw materials and accelerate production. Underestimated. The production of chips is postponed. If it is not controlled, excess chips are inevitable. Because of the high profits, this has also caused many manufacturers to stock up and seize more markets.According to relevant news, TSMC plans to spend 100 billion US dollars, and Intel also spends 100 billion US dollars to expand the factory.
We know that the global core shortage has brought about a crisis, which has caused a high increase in the cost of chip usage, but this situation and situation are only temporary, and it is only a matter of time to ease it. But if raw materials are hoarded crazily at this time and more chips are produced, it will cause a surplus of chips. Then the result must be a Waterloo-like drop in chip prices, which will be fatal to some small and medium-sized enterprises.
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