Introduction:
The semiconductor industry is one of the most advanced industries in the world today, involving a wide range of fields, such as computers, communications, military, medical and so on. In the "Made in China 2025" development strategy, the semiconductor industry is regarded as a very important pillar industry. However, in recent years, especially after Huawei was sanctioned, the global semiconductor market has entered a "cold winter" period. Faced with this situation, U.S. companies, driven by the AI boom, have bucked the trend with business diversification and business model innovation, and have made them leading the global industry. This article will analyze factors such as the "cold winter" in the development of the global semiconductor chip market, as well as the impact on the contrarian growth of US companies.
Background
As one of China's most important telecommunications companies, Huawei has been repeatedly suppressed and sanctioned by the United States, which has had a great impact on Chinese technology companies. Restricting Huawei's survival is also an effective containment of China's semiconductor industry. In fact, the United States has repeatedly formulated restrictive measures to affect the development of China's semiconductor industry. This is very serious, because semiconductors are important materials in the developed world and play a pivotal role. The United States can restrict it, but it also has a great adverse impact on the development of China's semiconductor industry.
The development of the global semiconductor chip market has encountered a "cold winter"
In recent years, the global semiconductor chip market has shown a downward trend, and it has entered the "winter" stage in 2020. In this atmosphere, American chip companies are facing severe tests such as declining revenue and falling market value, resulting in many American chip companies facing layoffs and self-help. Market factors have an important impact, among which the tight supply and demand situation has improved, and the market has gradually returned to stability. It is worth noting that U.S. companies that have innovated and diversified their business models have bucked the trend in this "cold winter".
The rise of AI boom has driven the growth of chip companies in the United States
The AI boom has had a significant impact on market demand and has gradually become a competitive news point for brands. The resulting development of the semiconductor industry has become an important topic that semiconductor companies are paying more and more attention to. In fact, the source of revenue growth for NVIDIA, AMD, TSMC and other enterprises is the rise of the AI boom. The industry believes that this is an inevitable trend, so much so that it is releasing "China Special Edition" chips to meet the needs of the Chinese market. China is the world's largest consumer market for semiconductor chips. This also highlights the huge potential of China's semiconductor chip replacement market.
U.S. chip companies bucked the trend
Given the historical context of global chip companies, the United States and Japan are among the most mature chip producing countries in globalization. Since 2019, in the atmosphere of "cold winter", American chip companies have bucked the trend and made them in a leading position in the global industry. Huang said that China is the world's largest semiconductor chip consumer market, in order to further promote Sino-US technology exchanges and cooperation, Huang Jenxun predicted that the United States will continue to strengthen cooperation with China in the next decade.
Summary:
The development of the global semiconductor chip market is promoting the competition of semiconductor companies, and there are factors that cannot be ignored in many aspects such as market supply and demand, AI emerging fields, etc., and how to deal with the semiconductor industry in the sharp period of "cold winter" has become the focus of attention of various enterprise leaders. At the same time, national industries closely related to the Chinese market, while facing the suppression and influence of external policies, also need to fully tap their internal potential to break through the current predicament and meet the next glorious moment.