You should know that although the US has taken huge subsidies, it is not so easy to obtain subsidies. It is necessary to not expand production capacity in the Chinese market within 10 years; but the Chinese market is the world's largest semiconductor consumer market. The interest relationship among them has made TSMC, ASML and Samsung have to carefully consider it; as the entire semiconductor market continues to reshuffle, more and more American companies have begun to realize that they cannot give up on the Chinese market, and have begun to issue warnings, and even started to "reverse". What's going on?
In the era of the development of global economic integration , the US restricting the free shipment of Qualcomm, Intel and other companies not only had a huge impact on the development of Huawei, but also caused these American companies that could not ship to suffer huge economic losses; among them, Qualcomm said: If you cannot ship freely, you will lose at least US$8 billion in the market every year; this is true. When Qualcomm cannot ship, domestic Xiaomi , OPPO and vivo have also increased their support for domestic MediaTek , which also made MediaTek become the world's largest chip manufacturer in the 5G market! After
entered 2022, the sales of the global smartphone market continued to decline, which also further impacted the market share of US companies such as Qualcomm and Intel. There is still a large amount of inventory backlog; soon, American companies such as Qualcomm and Intel issued a warning: "It is impossible to give up the Chinese market, and I hope to resume supply as soon as possible!" It can be said that this is also the beginning of US companies' "reversal", and now major US equipment manufacturers have also begun to issue warnings and join the "reversal" army. American company Panlin Group said: Restrictions on shipments have made them lose their competitiveness, and it is expected to suffer losses of US$2 billion to US$2.5 billion in 2023!
Nowadays, more and more American companies have joined the army of "rebels" and want to jointly put pressure and obtain permission to resume free shipment; the world's richest man has long stated that restricting shipments will stimulate more and more Chinese companies to speed up their self-sufficiency, and we will also lose more high-paying jobs; now Bill Gates has changed his words and said: "Forecast has become a reality, and we are actively admitting defeat"!
As the founder of Microsoft, Bill Gates has also witnessed the growth of the entire semiconductor industry and the Internet industry, and he is not optimistic about the US's "plan to reshape the local semiconductor industry", which also shows that restricting shipments will eventually be shooting itself in the foot; as more and more American companies suffer losses, more and more people will join the "reverse water", and the US will not sit idly by the time; but no matter what, if domestic technology companies want to avoid being stucked by others, they must stick to the path of independent innovation! What do you think?
