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Introduction: US companies have fallen by 100 billion yuan, and the world has increased its efforts to independently "core making". Bill Gates: We are actively admitting defeat to
In the era of the development of global economic integration , the US has repeatedly modified chip rules to restrict the shipment of chips, which can be said to have a huge impact; among them, Qualcomm said: restricting shipments will lose at least US$8 billion in the market every year; but the US doesn't seem to care, and it is still moving further and further on the road to modifying rules; and US companies like Qualcomm have added 31 Chinese physical companies to the restricted list. After the news came, the market value of giant companies such as US companies, Qualcomm, Intel , AMD and other evaporated hundreds of billions of dollars overnight!
US companies have fallen by 100 billion
In addition, the US's modification of the rules has also made everyone realize the importance of independent research and development. Therefore, many countries and regions around the world have also begun to increase their efforts to independently "core making" in order to get rid of their dependence on US companies. Obviously, this will further make American companies' chips "can't sell" in the market. So what new actions will be taken in the global "core making" market in the future?
What new actions will be there in the global "core making" market?
You should know that the United States has a very strong strength in the chip field. However, it is worth mentioning that companies such as Qualcomm, Intel, Nvidia and AMD all rely on exporting chips to make money. They rely solely on the local market and cannot support the rapid development of so many American companies; but the many changes to the rules of the United States have undoubtedly directly affected the shipment of these American companies. It can be said that this is the manifestation of "shooting oneself in the foot"!
Globally increase its efforts to independently "core making"
Now, South Korea has planned to increase the chip self-sufficiency rate from 30% to about 50%, and wants to further increase cooperation with the Chinese market. Even if it was invited by the United States to join the "Chip Four-Party Alliance", South Korea is not in a hurry to make a statement because South Korea does not want to lose the development of the Chinese market. After all, most of the chips of Korean chip giants have been shipped to the mainland market now, and Japanese lithography machines such as Canon and Nikon are also accelerating the development of lithography machines and want to improve the shipment speed to the mainland market!
Bill Gates: We are actively admitting defeat to
In addition, EU has also set a goal of improving chip production capacity before 2030, hoping to increase the proportion of EU semiconductor companies' production capacity in the global chip market to more than 20%. To this end, the EU has also provided subsidies of more than 43 billion euros; and China, as the world's largest semiconductor consumer market, SEMI's report shows that by 2025, the 300nm wafer production capacity in mainland China will account for one-quarter of the world. Regarding the continuous reshuffle of the global chip market, Microsoft founder Bill Gates predicted early: "Restricting shipments is a stupid thing to do, which will give us the label of "unreliable", and this is no different from our voluntary concession."
Overall, the semiconductor industry in various regions around the world is accelerating its development, and many regions are also constantly improving the supply strength of localized chips and want to reduce their dependence on Meixin. In the long run, supply cuts will only accelerate the process of self-sufficiency in China's chips; and the rapid loss of the Chinese market is now triggering a chain reaction and causing dissatisfaction among US technology giants. I wonder what you think about this?
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