Recently, Xiaomei has been working hard to launch the "Chip Act" that has attracted global attention with many allies, and many countries have made it clear that they will build multiple chip manufacturing companies in Xiaomei. This has not only Xiaomei's 52.7 billion The attraction of US dollar subsidies, but also the dreams and expectations of these chip companies for the future chip market.
But in fact, this is the wishful thinking of Xiaomei and several other allies. This "chip bill" will soon suffer setbacks, or even go to waste. Why do you say that?
First of all, the root cause of the chip shortage is, on the one hand, the growth of market demand, and on the other hand, Xiaomei's containment of and Huawei has cut off the supply of chips, which has led to problems in the global chip industry chain or ecology. Moreover, Xiaomei’s containment of Huawei is the core reason.
However, the re-improvement or formation of this ecological chain may soon take place, and this will form a small circle ecology. This small circle ecology will satisfy the local market and even become saturated.
Well, Xiaomei’s introduction of the chip bill seems to have protected itself, but in fact it has promoted the formation of a small circle’s chip ecological chain. Once the small circle’s ecological chain is formed, these small circles will no longer need Xiaomei’s local chips, causing In fact, it is decoupled from Xiaomei's chip industry chain, which is simply a disaster for Xiaomei's chip companies.
Secondly, I just mentioned the small circle chip ecological chain. In fact, due to various disruptions caused by Xiaomei, our country has gradually formed its own chip industry ecology. Why does
say this? First, while Xiaomei is encircling Huawei, a strong domestic consensus has gradually formed, that is, chips will be the Achilles heel of our future domestic development, and we must heavily favor the chip industry in all aspects of policy and capital. As a result, a large amount of money poured into the chip industry, and many places have carried out the layout of the chip industry. We now have tens of thousands of chip-related companies in China, and a large number of chip production lines have begun to be constructed.
Second, our domestic actions are very fast and down-to-earth. In recent years, we have imported at least 100 lithography machines of various types every year, built more than 100 production lines every year, and more than a dozen wafer factories. Now It has formed a production capacity of more than 20 billion chips. Our domestic strong industrial production capacity is beyond most people’s imagination.
Therefore, driven by various domestic forces, we will surely form an independent chip industry chain. This industry chain will not rely on others and will be completely controlled by ourselves. Today, Xiaomei’s chip bill will accelerate the formation of this ecosystem.
At the same time, what we should note is that in the past few years when Huawei and Ren Zhengfei have been blocked by Xiaomei, the domestic mood has changed from uneasy to technological confidence and national cultural confidence. This force has become more and more powerful. , which is a powerful spiritual force for our country.
This is spiritual calcium supplement, which is very necessary. It is the spiritual power of the rise of domestic science and technology, and it has now been formed. This force will promote the domestic technology group, promote the rise of technology, and rewrite the chip industry pattern. It is also the world chip industry pattern. In the next 5 to 10 years, domestic chip manufacturers will surely become the world's leading companies.
