Recently, a news that shook the chip industry has attracted widespread attention. American GPU giant NVIDIA plans to acquire British chip design company ARM for $40 billion, and this news immediately attracted worldwide attention and controversy.
For China, this news is especially important. In the context of the increasingly fierce technology competition between China and the United States, the chip industry has become a crucial field. NVIDIA's acquisition of ARM will undoubtedly have a great impact and impact on the development of the mainland chip industry, which is why China opposes the acquisition.
However, despite the opposition of the Chinese government, with the progress of the NVIDIA acquisition, Chinese companies have also begun to respond positively, and ushered in a series of "assists", showing strong adaptability and competitive strength.
First of all, in this field, Chinese enterprises continue to carry out technological innovation and upgrading. From semiconductor materials to chip design to manufacturing and packaging, Chinese companies have been investing heavily in these areas and continuously innovating to improve the quality and performance of their products to meet the needs of the market and customers. For example, the Chinese company Unigroup has launched a program called "Core Capability", which aims to build an internationally competitive advanced semiconductor industry chain to promote the development of the mainland semiconductor industry.
Second, at the national level, the Chinese government has also been increasing support and investment in the chip industry. For example, a series of policy documents such as "Made in China 2025" and "New Generation Artificial Intelligence Development Plan" have emphasized the importance of the chip industry, and proposed to promote independent research and development and innovation of chip technology and promote the mainland chip industry to the global stage.
Finally, at the market level, Chinese companies have also begun to cooperate with international giants. For example, in terms of the Arm ecosystem, Huawei and other companies have participated in the work of the Arm Ecosystem Standardization Organization to jointly promote the openness and innovation of the Arm platform.
In general, although NVIDIA's acquisition of ARM has aroused the sensitive nerves of Sino-US technology competition, Chinese companies will continue to respond to this challenge with ease, and continue to strengthen technology research and development, market expansion and international cooperation to improve the core competitiveness of the chip industry. In this process, the Chinese government will continue to increase support and investment in the chip industry, promote the leapfrog development of the mainland chip industry, and become one of the important forces in the global chip industry.
To sum up, although NVIDIA's acquisition of ARM has caused a lot of heated discussions and controversies, the Chinese chip industry has not lost the opportunity and ability to respond. On the contrary, this challenge will motivate Chinese enterprises to work harder for technological innovation, market expansion and international cooperation, and promote the mainland chip industry to usher in broader development prospects.
On the morning of February 8, 2022, the US semiconductor giant NVIDIA announced that it had abandoned its acquisition of ARM, a chip company owned by Japan's SoftBank Group. The $66 billion (about 420 billion yuan) deal was expected to be the largest merger and acquisition in semiconductor history. Previously, regulators in many European and American countries expressed serious concerns. Although Nvidia said it had to abandon the acquisition for fear of regulatory opposition, it is widely believed that China's opposition is also one of the important factors affecting the failure of the deal.
China has been strengthening its control over the semiconductor industry, and in recent years has continuously promoted the accumulation of technology and talent, and NVIDIA's acquisition of ARM will accelerate the rise of China's semiconductor industry, which is the goal that China has been pursuing. From the perspective of foreign markets, NVIDIA's acquisition of ARM is an action to further expand market share, but for China, this acquisition will cause a certain degree of pressure on the development of China's chip industry.
Still, some recent news is enough to brighten the future prospects of China's chip market. On April 15, 2022, Forbes magazine published an article entitled "The rise of Huawei Semiconductor has alarmed the United States". The article pointed out that Huawei Semiconductor achieved sales of more than $60 billion in 2021, with a growth rate of about 60%. This means that Huawei Chip has become the world's second largest semiconductor manufacturer, and has shown strong competitiveness in technological innovation and market development.
In addition, another Chinese IC design company, Spreadtrum Communications (Unisoc), has also made some progress. According to reports, in the world's four or five major electronic product markets, Spreadtrum's mobile phone chip sales market share surpassed Spain's Qualcomm, Japan's MediaTek and the United States' UnionPay chips, ranking third in the world. This chip manufacturer in Shenzhen is gradually expanding its industrial scale with its self-developed technology and stable supply chain advantages.
It is in this context that when the news of NVIDIA's announcement to abandon the acquisition of ARM came, China ushered in good news at the same time. On April 21, SMIC, a Chinese mainland chip manufacturer, announced that it has successfully produced its first 12-inch wafer, marking a major breakthrough in China's integrated circuit manufacturing industry. SMIC is one of the world's leading IC foundries and a leader in the Chinese mainland IC manufacturing industry, with leading process manufacturing capabilities, capacity advantages and service support. The company's achievements highlight China's progress in semiconductor manufacturing and lay a solid foundation for future development.
In general, the Chinese government has been tightening its grip on the semiconductor industry, trying to make it one of the world's leading industries. With the continuous development and growth of China's semiconductor industry, Chinese companies such as ZTE and Huawei have become important players in the global semiconductor field. China has made good achievements in independent research and development of chips and promotion of local industrialization, and welcomes foreign investment to enter the local market. Although NVIDIA's acquisition of ARM has suffered setbacks, the Chinese chip market is still full of bright prospects. China Core will usher in new development opportunities, master more important technologies, and lay a more solid foundation for going global.