As the overlord of the chip market, the United States has the right to speak in the chip field, which is also the main reason why Chinese companies have chosen the path of "it is better to buy than to make". However, if you fall behind, you will be beaten. Huawei is the "bloody" lesson. However, the US has also encountered dissatisfaction with many US chip companies. Even Bill Gates has come forward to express his views, "It is equivalent to us giving in."
Facts have proved that under the disruption of the United States, the global chip market has begun to re-shuffle, and the advantages of the US chip giants have gradually disappeared. Foreign media lamented: The global chip market structure has changed, and American chip companies have encountered "cold". What's going on?
The US promulgated chips such as chip bills and the US amended chip rules, which seriously affected the development balance of the global semiconductor industry and disrupted the development of the market. Especially after entering 2022, the global chip market has been cold, and major chip giants are a little "unable to withstand", especially American companies!
One, Qualcomm, Qualcomm has applied for free supply to the United States many times, and emphasized that it is impossible to leave the Chinese market. The shutdown of supply to Chinese companies have a great impact on Qualcomm and have lost at least billions of dollars each year.
Second, AMD, under the pressure of US sanctions, domestic technology companies began to respond to the call of Academician of the Chinese Academy of Sciences Ni Guangnan , and made every effort to lay out the RISC-V architecture field, which also made American companies such as AMD, Intel very uncomfortable. AMD's market value fell by nearly 70% in 2022, and it is in a very difficult situation.
Third, ASML Company, theoretically speaking, ASML is a Dutch enterprise, but because it uses American technology, ASML companies are actually subject to others. This is why China enterprises cut off supply of EUV lithography machines. After the US revised its chip ban, domestic lithography machine companies such as Shanghai Microelectronics have worked hard to develop and have made every effort to develop, and have achieved a breakthrough in domestic lithography machines.
In addition, in order to speed up "de-beautification", domestic technology companies are not very brave to use ASML's lithography machines, which also puts ASML's revenue under great pressure. So in the past few months, ASML's attitude has changed 180°. It not only publicly demonstrates goodwill to the Chinese market, but also expands recruitment of domestic employees in the Chinese market, establishes service centers and offices, etc., in order to stabilize the Chinese market.
Of course, in addition to the "cold" of American companies, greater pressure actually comes from Chinese companies. Recently, good news has been frequently heard in the domestic chip industry. For example, my country's first "multi-material, multi-size" photonic chip production line will be put into production as early as 2023. This is a way for China Chip to bypass EUV lithography machines and realize advanced process chip manufacturing. Secondly, Tongfu Microelectronics has also achieved a 5nm process breakthrough in core particle technology and won AMD's five-year large order.
In general, the advantages of US companies in the global chip market have become smaller and smaller, and the development of domestic chip companies is faster. I thought that chip suppression could prevent the rise of Chinese technology companies, but I didn't expect it to have a counterproductive effect. But no matter how the pattern of semiconductor companies changes, Chinese technology companies must insist on independent research and development and do not have any illusions about American companies. Only by holding core technologies tightly in their hands can we not be afraid of being suppressed! What do you think about this? Welcome to comment and leave a message!
