preface
As we all know, the majority of the mainland's chip industry has always relied on imports and is subject to economically developed countries, which is an indisputable fact. Compared with pure energy imports such as oil, the chip industry has never been able to get rid of the dilemma of relying on a large number of imports.
In 2022 alone, the mainland spent nearly $400 billion to import chips. Compared with 2021, the number of mainland chip imports has decreased by 15%, but the amount invested has decreased by only 5%.
It can be seen that under the restrictions of exporting countries, the unit price of chips is also rising, and the world's largest chip company, its market value alone exceeds 7 trillion, and the value of chips can be seen.
Advantages and disadvantages of continental chip status analysis
The mainland chip industry is still subject to Western developed countries, especially those leading the semiconductor industry.
These countries, led by the United States, not only monopolize chip technology, but also restrict the export of chips to the mainland, under the double pressure, the development of the mainland's chip industry is difficult.
The chip industry is a high-precision industry, and its development is not only limited by the update of the technology industry, but also needs the continuous replenishment of high-tech talents, and the continuous investment of funds.
It cannot be improved rapidly in a short period of time, but can only be slowly improved with a steady stream of investment.
If the mainland chip industry can overcome the monopoly of science and technology, increase investment in self-research, continue to innovate independently, and continuously invest funds to ensure the supply of high-quality talents.
Perhaps we can get rid of the encirclement and blockage of Western countries led by the United States, open up a new road of chip development, and let the chip industry chain regain rapid development.
NVIDIA is born
May 30 this year is the day when NVIDIA can go down in history, and NVIDIA's market value successfully exceeded the trillion mark, converting into nearly 7 trillion yuan. This is the first time in all chip companies and the first in the history of the U.S. stock market.
This is not a special case of the United States, similar chip companies include Intel, Micron, Qualcomm, Texas Instruments, Broadcom, AMD and other large chip companies. In 2022 alone, the United States accounted for seventy percent of the top ten companies in the national semiconductor industry by revenue.
Nvidia is not a simple chip company, he is also a high-tech company, located in California, USA, is a chip giant based on artificial intelligence, and surprisingly, its founder is Chinese-American.
With the east wind of artificial intelligence, NVIDIA's market value is rising, and the ChatGPT that has recently become popular has allowed NVIDIA to take advantage of the momentum, and its market value has soared wildly.
NVIDIA is not a single exception, the semiconductor industry in the United States has always been ahead of the world, even if the chip company headquartered in the United States, its technology is also subject to American semiconductor technology.
Once the United States stops technical support for these companies, these companies will also face the crisis of shutdown, such as TSMC, headquartered in mainland Taiwan, and ASML, headquartered in the Netherlands.
What to do with continental chips in the future
At present, there are nearly 170,000 chip-related enterprises in the mainland, and due to the state's subsidy policy for chip companies, a number of companies have emerged for the purpose of defrauding state subsidies, which has led to more than 3,000 chip companies being banned in the mainland in 2021.
In 2022, this data rises to nearly 6,000, and in the case of external monopoly, there are still such "moths" inside, and it is impossible not to worry.
High-end lithography machines can promote the progress of the chip industry. The parts of the lithography machine cannot be exported to the mainland under the restrictions of the United States, and the market for high-end lithography machine is monopolized by the Dutch company ASML.
Under such a siege, if the mainland wants to develop, it can only find another way out through self-innovation and creation, so as to get rid of the encirclement, pursuit, and interception of Western countries led by the United States.
The mainland's chip development is not too late, but due to the influence of the idea of "building is better than buying, buying is better than renting", the development of the mainland chip industry has lagged behind, and now if you want to catch up, you can only invest more costs.
In terms of chip design and packaging and testing, the mainland's production capacity is not inferior to the United States, but there is always a big gap in chip manufacturing, and the mainland can only achieve 14nm mass production, but mainland Taiwan has begun to carry out 3nm mass production, and completed a large number of Apple's 3nm chip orders.
epilogue
Chinese has never been defeated by the technological blockade, and in the rapid change, China has the ability and strength to support the development of chip companies. China can also have the technology that Western countries can have.
Time can solve and change all problems, with the support of national policies, China's chip industry will definitely be able to get rid of the sanctions of the United States and Western countries, complete self-innovation, and break through the technological blockade.
As long as sufficient technology, talent and time are invested, and China's national conditions are destined to determine that the chip industry will not lack markets and funds, one day China will break the blockade and become the leader of the chip industry.