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Rapid reversal? The three major chip giants in the United States have "turned their faces" to supply Huawei

author:Tao Li Spring Breeze is rich

The United States is one of the first countries in the world to appear in the world's semiconductor circuits, which not only has a considerable number of core technologies on the chip, but also a country composed of several large chip companies such as Qualcomm, Intel, and Nvidia.

It is precisely because of this that the United States can dominate the world, and even TSMC and ASML must bow down to the old United States. With the US sanctions on chips, those upstream and downstream companies in the industrial chain almost invariably chose to stop supply, so that the old United States completely "disrupted" the entire world's semiconductor industry!

Rapid reversal? The three major chip giants in the United States have "turned their faces" to supply Huawei

In this world, a small move will cause a series of consequences, the old United States has repeatedly revised chip regulations, strict control of the chip exports of American companies, which will undoubtedly break the original balance in the world, not only caused a great impact on Chinese companies such as Huawei in China, but also caused a great impact on the semiconductor industry in the United States. According to the estimates of the world's most advanced integrated circuit technology companies, the impact on the integrated circuit industry in the United States will reach 120 billion US dollars!

The US company Qualcomm, after being banned from exporting, issued an early warning: if it cannot be exported to China, it is a loss of 8 billion US dollars a year! But Biden's camp has turned a deaf ear to this and is still constantly imposing bullying sanctions on China in an attempt to "block" it.

Rapid reversal? The three major chip giants in the United States have "turned their faces" to supply Huawei

In 2023, Biden's administration has formed an alliance with Japan and the Netherlands to try to block the export of key components such as lithography machines to make chips, and impose more sanctions on Qualcomm, Intel and Nvidia in an attempt to "lock" China's core. However, Biden did not expect things to turn around so quickly. The three major semiconductor companies in the United States actually "turned their faces"!

Qualcomm, Intel, and Nvidia in the United States can be said to be the world's top "players"; However, as Laomei regulated the chip industry, their revenue and earnings declined; As we all know, China is the world's largest consumer of semiconductor products, Laomei has been increasing the export of semiconductor products to the United States, which has caused a huge impact on the export of the three semiconductor companies, so that the three semiconductor companies have been greatly impacted, "turning over" is inevitable!

Rapid reversal? The three major chip giants in the United States have "turned their faces" to supply Huawei

Biden also did not expect that things would be reversed so quickly, and before the new ban began to be implemented, Qualcomm, Intel, and NVIDIA had already "turned their faces"; First of all, Qualcomm has made a clear statement that it will continue to provide 4G products to Huawei without any impact on the company's revenue.

Second, because NVIDIA's high-end chips were limited, they developed a China-specific A800 processor that met U.S. export control requirements. Eventually, Intel also released a Chinese-specific version of the CPU, which was not weakened in terms of functionality and configuration. The three major chip companies in the United States "turned their faces" at the same time, and made such a move, which also surprised Biden!

Rapid reversal? The three major chip giants in the United States have "turned their faces" to supply Huawei

Without the assistance of the small chip giants in the United States, Biden's "blockade" of SMIC would have lost its effect; It has to be said that after learning the lessons of Laomei, China's high-tech companies have also recognized the importance of developing the semiconductor wafer industry, and have accelerated the development and layout of the wafer industry.

And with the improvement of China's wafer self-supply capacity, a large number of domestic wafer orders have been cut, resulting in more wafer orders being cut; Once we complete the replacement of domestic technology, those American semiconductor companies will not only "turn their faces" with us, but also "beg" us to buy their chips.

This article is reproduced from the front page of Science and Technology V

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