If you want to ask what is the most important thing in the chip industry, many people may say it is technology. It is true that chips are a capital-intensive and technology-intensive industry. Whoever has a technical advantage will naturally gain an advantageous position in the market and consolidate their market share and interests. But above technology, there is actually a more important factor, and that is the market.
Technology and the market are a virtuous cycle that complement each other. Use technological advantages to gain market position, which will bring considerable revenue. Then use the revenue brought by revenue to promote R&D investment. Ultimately, R&D investment will continue to consolidate the company's strength in technology.
So although the chip is indeed technically demanding, if it fails in the market, it will have serious consequences. In recent years, I believe everyone has learned that the United States has continuously suppressed my country's chip companies. The method of suppression is to take technical measures. However, these so-called technical measures are actually very simple, that is, they do not sell related products to us.
As we have mentioned above, it is the market that underpins technology. If the market is lost, the company will suffer a blow, even a heavy blow. In view of the continuous technological hegemony of Laos and the United States, our domestic chips are also working hard to achieve autonomy in chips. In the first 11 months of this year alone, we ordered more than 80 billion chips.
We have reduced the number of chip imports by about 15%. This kind of development speed is rare. Of course, this is inseparable from the support of technology, and the source of technology is talent. It is reported that the salary in my country's chip industry is already twice that of Europe and the United States, but despite this, we are still in short supply in terms of talent.
But looking at the United States, according to media reports, Microchip's two "sons" are undergoing "thousands of layoffs", namely Intel and Micron . One is an American logic chip. Giants, one is the American memory chip giant. In the US$39 billion in subsidies launched by the United States to develop its domestic chip industry, Intel and Micron have received the largest and second largest shares respectively. Therefore, it is not an exaggeration to say that Intel and Micron are the two "sons" of Micron. The two chip giants
took away a total of more than 20 billion US dollars, about 150 billion yuan. However, despite this, Intel took the lead in laying off employees. According to media reports, the scale of layoffs reached thousands, and there were at least 3,000 disguised layoffs. The so-called disguised layoffs, that is, furloughing employees without paying a cent of salary. It is reported that Intel used layoffs to save costs of 20 billion U.S. dollars.
Micron has now announced that it will lay off nearly 5,000 people. Therefore, the layoffs of Intel and Micron have reached "10,000 people." There is no doubt that the giant Micron has suffered the bitter consequences of the hegemony of old American technology. Although the products of Meixin Enterprises have certain advantages in the market, it does not mean that they cannot do without Meixin.
More than ten years ago, Intel cut off the supply of supercomputers to us, but what was the result? Our self-developed Sunway architecture server chips have been replaced, and Intel has no chance of supplying them again. As the saying goes, one learns from every experience. Since then, we have begun to move towards self-reliance and self-reliance in the development of the chip industry.
Therefore, we have made use of many open, open source and self-developed chip architectures and have achieved self-sufficiency in many key areas. Not only that, we have also recently released the native Chiplet technology standard. Small chips are the main direction of the current development of the chip industry. This complements the advanced packaging technology we are good at. Even the US-based giant AMD has signed long-term orders with our Chinese enterprises.
So the outcome is becoming clearer and clearer. The road to technological hegemony of the United States is unreachable. In the words of the lithography machine giant ASML, the United States will eventually shoot itself in the foot. In fact, the U.S. Department of Defense has previously stated that supply cutoff measures will reduce the global leadership of U.S. technology companies. The U.S. media has also recently stated that the dominant position of U.S. chips is facing shaken. Therefore, facing the future, we can wait and see.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-