Can't sell it anymore? Meixin Enterprises' Collective "Thunderstorm", Foreign Media: Even More Terrible Still Ahead

Tech 2023-05-17 13:20:04 Source: Network

As we all know, semiconductor chips originated in the United States. With the advantage of "first mover", American companies almost monopolize the entire upstream industry of chips, and electronic products from all over the world are scattered around the presence of Meixin

As we all know, semiconductor chips originated in the United States. With the advantage of "first mover", American companies almost monopolize the entire upstream industry of chips, and electronic products from all over the world are scattered around the presence of Meixin. Especially in the Chinese market, Qualcomm's mobile Soc chips, Intel, AMD, NVIDIA's CPU/GPU, and other companies all dominate, and these Meixin companies have also made a lot of money.

However, despite this, the United States is still lacking in greed. Since entering the 5G era, it has frequently modified rules to restrict Chinese companies such as Huawei from purchasing high-end chips or components from the United States Semiconductor. In the view of Meixin, targeted and precise supply cuts can effectively hinder the development of Chinese technology, while also not affecting the overall sales of Meixin in the Chinese market.

However, since the implementation of supply cuts in the United States, which disrupted the balance of the chip industry, American semiconductors have started to decline. In addition, the electronics industry has experienced a "cold winter" in the past two years, and the American chip industry has experienced an unprecedented "avalanche", almost unable to sell!

According to data from the International Semiconductor Association, the cumulative market value of American chip companies evaporated in 2022 exceeded 1.5 trillion US dollars. American chip giants such as Qualcomm, Intel, and AMD have all experienced a significant decline in sales, with some American chip companies experiencing a severe price drop of over 90% due to excessive inventory!

After entering 2023, Meixin continued its decline. In the first quarter, Intel reported a net loss of $2.8 billion, while Qualcomm and NVIDIA also suffered losses of $2.2 billion and $1.6 billion, respectively. AMD and Micron also suffered losses of $140 million and $200 million, which can be described as a tragic situation.

It is obvious that the United States overestimated the form. For the US semiconductor market, which has a trillion yuan export scale, abandoning some Chinese enterprise customers such as Huawei may not lose too much revenue. However, this bullying behavior of cutting off supply has triggered a series of chain reactions.

Behind Huawei is China, the world's largest semiconductor consumer market. After witnessing Huawei's experience, other Chinese companies completely lost trust in Meixin and began to increase research and development, while transferring controllable mature chips to China to reduce their dependence on American companies.

This is the price of suppressing Chinese enterprises, and the collective "thunder" of Meixin enterprises is entirely caused by the United States itself. I thought this kind of "bitter fruit" would make the United States change its past, but it has instead intensified, joining forces with Japan and the Netherlands to restrict the export of core semiconductor markets to the mainland market, in an attempt to lock the way out for Chinese chips in one fell swoop, and achieve the goal of forcing Chinese companies to rely again on Meixin.

Regarding this series of actions by the United States, many foreign media outlets have published articles stating that the "cold winter" that Meixin has just begun, and what is even more terrifying is still ahead.

The reason is very clear. Since the United States launched the "chip war", China has increased its support for the local semiconductor industry. With the united efforts of enterprises such as Huawei and the Chinese Academy of Sciences, the Chinese chip industry is accelerating along the path of localization.

According to data released by the General Administration of Overseas Affairs, after Chinese companies cut a total of 96 billion imported chips last year, the number of imported chips by Chinese companies decreased by 29.3 billion again in the first four months of this year, a year-on-year decrease of about 21%, with a total value of about 36.3 billion US dollars!

It is not difficult to see that China's chip self-sufficiency rate has significantly improved. Moreover, SMIC International still has four 12 inch wafer factories in the construction stage, and other domestic chip foundry manufacturers such as Huahong Semiconductor are continuously expanding their production capacity.

As these wafer factories are gradually completed and put into operation, the production capacity of domestic chips is bound to usher in a new wave of explosions, and the sales of Meixin are bound to further decline.

More importantly, in terms of "bottleneck" equipment materials, there are also frequent reports of success in the domestic market. Huawei has broken through the 14nm EDA software and is expected to complete comprehensive certification this year. The 28nm DUV lithography machine developed by Shanghai Microelectronics is also in mass production. There are also other sub areas such as RISC-V architecture system and photoresist materials that are gradually achieving localization substitution.

Once domestic chips break through all technical barriers, it is no longer a question of whether the United States is willing to sell chips, but rather whether the Chinese market is willing to give American chip companies a "treat". What do you think the future outcome of the US chip industry will be? Welcome to leave a message for discussion.

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Tag: Can sell it anymore Meixin Enterprises Collective Thunderstorm Foreign