What signals have domestic chip companies given up on research and development?
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As is well known, according to authoritative data statistics, there are over 5700 chip companies that have been revoked or cancelled in China. However, this is not the focus of our attention, as there are companies in various industries that go bankrupt every year for various reasons
As is well known, according to authoritative data statistics, there are over 5700 chip companies that have been revoked or cancelled in China. However, this is not the focus of our attention, as there are companies in various industries that go bankrupt every year for various reasons. Therefore, it is not uncommon for companies in the chip industry to close down or cancel out. However, well-known domestic chip companies give up on researching and developing chips, which is the incredible thing, For example, not only has OPPO recently disbanded its chip research and development team, but SMIC has also taken down the 14nm process. Why do domestic chip development companies suddenly make such a decision? Should we give up independent research and development? What secrets and truths are hidden behind this? What signal did it reveal to us?
Firstly, OPPO officially announced the dissolution of its chip research and development team, with over 3000 researchers involved in chip research and development, many of whom were chip designers from Huawei Hisense, Purple Light Zhanrui, and Qualcomm. In addition to having research and development institutions in China, OPPO has also established branches in the United States and Japan. The official explanation for the dissolution of the chip research and development team is:, Faced with the uncertainty of the global market economy environment and the mobile phone market, the company has decided to terminate its ZEKU business, which refers to Zheku Technology. Currently, Zheku Technology has sent an internal letter to all employees, stating that the company has made a shareholder decision to dissolve Zheku Technology (Shanghai) Co., Ltd. and its wholly-owned subsidiaries and branches from May 12, 2023, and terminate all labor contracts.
Secondly, that is, SMIC International's removal of the 14nm process, which has also attracted many people's attention and discussion. In 2022, SMIC International invested nearly 100 billion yuan to build wafer factories in major cities across the country. SMIC International has also invested heavily in the research and development of core technologies, with the aim of breaking the technological blockade and monopoly from abroad. However, recently, some news has been exposed, and SMIC International has already released information on its official website, We don't know if this matter has anything to do with third-party agreements. We only know that if SMIC International removes the 14nm process, there will be no other manufacturers in China who can manufacture 14nm chip products. This also means that Chinese chips are starting to regress. So what is the matter? Next, we will analyze step by step.
I believe that domestic chip companies are abandoning research and development, which is definitely closely related to certain events. So what events are related to them, and how many signals are revealed to us behind this?
Recently, there have been two major international news that have sparked heated discussions and discussions. One of them is that Qualcomm has been exposed by French security companies, claiming that Qualcomm's chip products engage in collecting user privacy, and French security companies have strong evidence to prove this. Secondly, the United States has made significant breakthroughs in the field of chips, which is highly likely to dominate the entire chip industry. Foreign media even claim that this is a revolutionary breakthrough for the United States.
We all know that in China, Qualcomm uses the most mobile chips, followed by MediaTek. Qualcomm involves collecting hundreds of millions of user privacy chips, which also means that there will be hundreds of millions of Chinese mobile phone users at risk of information being collected, and this information will also be transmitted to servers in the United States through Qualcomm chips. It has to be said that thinking carefully is extremely scary, Qualcomm's chip products are countless, with various models available, and news has been exposed. Among them, over 40 Qualcomm chips have been exposed to have the risk of leakage vulnerabilities, involving billions of mobile phones. For example, a vulnerability numbered CVE-2018-11976 allows hackers to speculate about 224 bit and 256 bit keys stored in QSEE encrypted with ECDSA.
On the other hand, the United States has made significant breakthroughs in the field of chips. The Massachusetts Institute of Technology research team has invented a new atomic level chip technology, which is called molybdenum disulfide (MoS2) atomic level thin transistor. This technology uses two-dimensional materials to replace traditional silicon materials to manufacture chips, and can further reduce the chip size, thereby increasing the density of the transistor and improving chip performance, And more importantly, this technology is the result of research led by Professor Zhu Jiadi's team. From the name, it is not difficult to see that this is a Chinese person, which means that the United States has made significant breakthroughs in the field of chips, and in fact, it is the credit of the Chinese people.
I believe that at this point, why domestic chip companies are giving up on chip research and development? To put it simply, the gap between us and the United States in the chip field is getting wider. If we continue to invest in research and development, it may not be worth the loss. Therefore, OPPO directly disbanded its research and development team, and SMIC International also removed the 14nm process. I believe it is also for the better development of the 28nm process, which is what we can do at present, We need to gain more market share in areas where we have the ability, and then invest this money in the field of curve overtaking. Indeed, in the field of silicon based chips, we are no longer able to compete with the United States, let alone the United States, which has developed a two-dimensional atomic level chip technology. However, we do not need to be overly pessimistic because we still have a competitive edge in the field of quantum chips. We believe that the next step is for domestic chip companies, Make every effort to break through the critical period of quantum chip technology. What do you think of this? Welcome to leave a comment and discuss in the comments section.
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