In the past few decades, American companies have almost unshakable dominance in the field of technology. Whether it is chips, operating systems, industrial software or communications, American companies have the absolute right to speak in the market. Taking the chip field as an example, chip giants such as Qualcomm , Intel and Nvidia, without exception, all come from the United States.
As the world's largest consumer of chips, China also has a high degree of dependence on US chips, with chip imports every year ranging from about US$300-400 billion. Perhaps because of this, when suppressing Chinese companies, the United States seized the shortcomings of China's technology industry and used chips as a breakthrough to impose "bottleneck" sanctions on Chinese companies.
But the facts have proved that everything has two sides. While suppressing Chinese companies, the US chip industry has also been greatly affected. The position of "overlord" of US chips has also begun to shake. To this day, even foreign media can't help but sigh that the "overlord" status of US chips may no longer exist. In just a few years, what changes have taken place in the US chip industry?
After entering 2022, chip shortages have turned into chip surplus, and many American chip giants have also been cut orders, Qualcomm is the first to be hit, and AMD, Micro , Intel and other companies have also experienced performance declines. The market value of US companies such as Qualcomm and AMD has almost halved this year, and it is no wonder that 50%-70% of the evaporation is no longer the same, while the market value of the entire US chip industry has evaporated by more than 10.7 trillion yuan, which is beyond the cognition range of many ordinary people.
Of course, in addition, after Meixin "bottled" the Chinese companies, the domestic chip market also began to realize the importance of independent research and development, and completely gave up the idea of " comprador ", which is not an exaggeration. We almost all the whole country has focused on the development of the semiconductor industry. Chinese Academy of Sciences , technology companies and universities have all "grouped" to keep warm, and in a short period of time, China Chip has indeed made a major breakthrough.
Bill Gates once warned the US of this move. He believes that cutting off supply of to Chinese companies in will promote the rise of China's semiconductor industry. Once Chinese companies begin to give up the choice of "outbound chip purchase" and devote all their efforts to scientific research, U.S. chip will no longer be popular, and in the end, it will be U.S. chip companies that suffer heavy losses. Facts have proved that Medium-soft chip companies such as Qualcomm and Intel have indeed become "sacrifices".
But this is not the worst case. In the suppression of Chinese companies, American core companies not only breached their trust in Chinese companies, but also labeled themselves as "unreliable". European, Japanese, South Korean, Indian and other countries also have concerns in this regard when cooperating with American core companies. It is reported that Europe has established the "European Chip Alliance" and India has also joined the ranks of self-developed chips. It is obvious that "de-beautification" has become a common goal in the global technology field.
As of now, the self-sufficiency rate of domestic chips in the mature process field has been comprehensively improved, and the import volume of chips in the first nine months of this year has decreased by 62 billion. In addition, my country has independently developed the 90nm lithography machine , achieving mass production of 14nm chips. At the same time, there have been great progress in superconducting quantum chips, photonic chips, , EDA software and packaging and testing technology, which can be said to be "full blossoming".
Generally speaking, the status of Meixin as the "overlord" has been shaken, and in addition to China, other countries are also actively planning to "de-beautify". Everyone is trying to avoid Meixin, which is not a good sign for Meixin companies. It is worth emphasizing that once domestic chips can meet domestic demand, they will definitely become the "spoiler" of the industry in the future, and "strike" the expensive Meichi price, and China Chips has a promising future! What do you think about this? Welcome to comment and leave a message!
