Due to deliberate restrictions in the United States, Huawei Kirin chip shipments have been shrinking. In the third quarter of this year, this value has dropped to zero. This may be Huawei's darkest moment.
Huawei's chip research and development capabilities are not bad. Every time the latest chips are launched in the past, Qualcomm , Apple , Samsung feel the pressure.
However, since mainland my country does not currently have the ability to produce high-precision chips domestically, after being restricted for the past two years, the inventory of Kirin chips has finally been exhausted.
Huawei's entire 2022 year seems to have reached its worst point, but from the perspective of Huawei's rotating chairman, this is also the year when the crisis is turned around.
. Although Huawei has been restricted in the field of mobile phone chip , Huawei is still the leader in 5G. Although the United States prohibits the import of Huawei's 5G equipment, Germany has not followed the US policy.
Germany has also recently stated that Germany treats China and other countries equally and will not have second standards for Chinese companies. As long as manufacturers from China operate normally, they will not be subject to any restrictions.
Why does Germany do this despite pressure from the United States?
The most important thing is that Huawei's technology is indeed the leader in 5G, and Huawei's cost performance is very high. In this case, Germany has no reason to give up Huawei.
Many countries are affected by the United States and refuse to provide lithography machines to China. The Netherlands is one of them. Therefore, most of the lithography machines purchased by our country from July to September this year are from Japanese companies.
However, the international market is not a monolith. After witnessing the benefits that Japan can obtain from China, the Netherlands immediately stated that it would resume exports of Chinese lithography machines.
ASML of the Netherlands is currently one of the world's largest photolithography machine manufacturers. The company's price in US stocks dropped from last year's high of 884 to the lowest price in April of 362. But miraculously, after re-determining the supply of photolithography machines to China, 's stock price rose to the current price of 546.
Therefore, China is undoubtedly an important market for the Dutch upstream semiconductor giant, so even under pressure from the United States, the Netherlands must export lithography machines to China.
Every country has its own interests. For its own interests, the United States will of course impose restrictions on China's chip industry. It also requires European countries to follow its lead and resist China. However, European countries will also make reasonable considerations and take actions based on their own interests.
In this case, our country's future semiconductor chip industry can use this opportunity to defeat Western countries one by one and win time and space for development.
PS: If you agree with the information or opinions in this article, please click "Follow" by the way!
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-