Does China reduce imports of 129.1 billion chips? TSMC is very injured, and SMIC may become the biggest winner

Tech 2023-05-22 07:51:55 Source: Network

It will take about 3 minutes to read this article. We sincerely invite all the officials and masters to show their respect and pay attention

It will take about 3 minutes to read this article. We sincerely invite all the officials and masters to show their respect and pay attention. Thank you for your support!

Since the Sino US trade war, China has been stuck in the chip industry by the United States, making it difficult to move forward. China is eager to make significant progress in chip technology in the short term, but the United States is constantlyTripCollaborate or coerce other countries to stand on the same side as him and adopt a comprehensive blockade strategy against Chinese chips.

The sanctions imposed by foreign countries to block chip technology have a certain impact on the development of chips in China. For example, ZTE has had a good development momentum in the past, but with a "core restriction order" in the United States, how many ZTE phones are there in the market?

But with the strong support of the country in recent years, the layout of the entire chip market has gradually changed. The OEM factory (represented by TSMC), which was originally standing with the United States to put pressure on China, now says it is very hurt? What's going on here?

There are reports that China reduced its import of 129.1 billion chips last year and in the first quarter of this year. Many media outlets have expressed that SMIC may succeed this timemaximumwinner

01

and18.7%

Faced with the previous backlog of a large number of chips and unable to find a seller, TSMC's idea is also quite practical. Since it is no longer possible to open source, let's think about how to reduce costs - so TSMC's senior management aimed the blade inward at themselvesproduction lineandworker

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70%Established in April 2000SMIC may indeed bemaximumwinner

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