Click to follow, every day is exciting!
Summary: 170 billion, SMIC "bet" won? US media: Samsung and TSMC "bet on the wrong one" on the United States!
As we all know, the United States is the only superpower in the world, whether in the field of science and technology, or in the economic field, its strength is the world's leader; Over the years, companies such as Qualcomm, Intel, and Apple have been developing in the global market under the slogan of "technology without borders"; In the entire field of science and technology, US companies have a high voice; However, it is worth mentioning that with the continuous independent research and development of Huawei in the mainland, Huawei 5G was born, which not only broke the monopoly of mobile communication technology in Europe and the United States for decades, but also directly became the first place in the international 5G market; But this also quickly attracted the suppression and sanctions of the old United States!
In order to maintain its hegemonic position in the field of science and technology, the United States not only suppressed the development of Huawei's 5G, but also revised chip rules many times, wanting to develop Chinese enterprises such as Huawei in the field of semiconductor chips; Under the extreme pressure of Laomei, the global chip market has also ushered in a big reshuffle; After Huawei's past experience, countless domestic technology companies have begun to abandon the "comprador" idea, have embarked on the road of self-research, and began to "de-beautify" development, after several years of efforts, domestic technology enterprises "de-beautification" has also made major breakthroughs and progress.
After the Laomei banned chips, if domestic technology companies want to be uncontrolled in the field of science and technology, then we must also accelerate the development of chip production, and SMIC has become the hope of "China Chip"; In the past few years, SMIC has invested more than 170 billion yuan to expand its 14nm wafer fab and focus on 28nm mature processes. 14nm wafer fabs have been established in Beijing, Tianjin, Shanghai and other places; You know, in recent years, TSMC, Samsung and other chip giants have been working hard to break through 3nm process technology, and SMIC has done the opposite, choosing to develop in the 28nm mature process chip market, which is undoubtedly a "big bet"!
It is worth mentioning that with the continuous development and change of the entire market, it has also been proved that SMIC "won the bet"! Nowadays, in addition to chips that require advanced technology in the field of consumer electronics such as smart phones, the development of other scientific and technological fields is mainly the use of mature process chips above 28nm, such as aerospace, home appliances, Internet of Things and other markets, more than 80% of the needs can be met by mature process chips above 28nm; In recent years, smartphone sales have declined, and the market's demand for advanced process chips below 7nm is also declining; However, with the rapid development of 5G Internet of Things and new energy vehicles, the market demand for mature process chips above 28nm is rising!
In the past year, SMIC's orders have been "full", and its revenue has reached a record high of US$7.2 billion, which also shows that SMIC has "won the bet". On the other hand, the two major chip production giants of Samsung and TSMC, under the continuous invitation of the United States, have also gone to the United States to invest and build factories, and "bet" on the US market; But Laomei actually did not regard them as their own, and invited them to build factories in the United States mainly to obtain advanced chip production technology and obtain talents; In order to support the development of local chip manufacturing enterprises in the United States, after the old United States got everything he wanted, they also began to ask Samsung TSMC to share the "excess profit share"; In this regard, the US media also said: Samsung and TSMC "bet on the wrong place" on the United States!
On the whole, Laomei continues to modify chip rules and disrupt the development of the global semiconductor chip market, which also makes the entire chip field experience an unprecedented reshuffle; And Samsung and TSMC bet on the US market, not only did not receive enough subsidies, but were also required to share profits, it can be said that this is indeed betting on the wrong US market; Although SMIC in the mainland still has a certain gap with Samsung and TSMC in the field of advanced chip technology, SMIC has quietly established itself in the 28nm mature process chip market and made a lot of money; After accumulating experience, technology and funds step by step, we also have the strength to conquer the chip process technology below 7nm, I don't know what you think about this?