Nowadays, most of the high-end chips are in the hands of Americans, and the high-end chip market is monopolized by the United States to a certain extent. In recent years, China has been continuously researching semiconductor technology, but there has not been much breakthrough.
Fortunately, China has built a basic semiconductor industry structure from scratch in the chip field. China has invested a lot of talent and money in the development of semiconductor technology, and the United States has begun to impose technical sanctions on China in order to prevent the research and development of Chinese semiconductors.
The recent rise of a company in the United States has put more pressure on us, and this company is called Nvidia. In the past two years, the company's stock price has continued to rise, and its market value has exceeded one trillion US dollars, becoming the world's highest listed chip company.
What are the advantages of NVIDIA?
It is not easy for the global market capitalization to exceed trillions of dollars, and only five companies in the world have met the requirements so far. Among them are Apple and Amazon, two of the companies we are most familiar with, both of which are the world's top Internet technology companies.
The trillion-dollar market capitalization is equivalent to 2.6 Tencent and 4.9 Ali, which is very high in the world. For NVIDIA, the market value is only the current capital market pricing, and there will be a large increase in the future.
NVIDIA has a unique way to develop in the chip field, and when the CPU processor does not have a clear concept, NVIDIA began to invest in research and development, and put forward the corresponding concept as theoretical support.
Under the circumstances, the dominant position in the chip field was not the United States but the Japanese manufacturer. Although Japan has continued to research in the field of CPUs, it is still overtaken by NVIDIA to become a leader in the professional field.
As early as the nineties of the last century, NVIDIA successfully applied new technologies, and its advantages in the industry gradually became prominent. Long before NVIDIA developed CPUs, many companies proposed to cooperate with NVIDIA.
Unexpectedly, NVIDIA refused all opportunities and partners, and resolutely chose to independently conduct research and development. The chips developed by this company have gradually gained a foothold in the wind with excellent quality and ultra-high performance.
NVIDIA's development advantages can not be compared with any company, seize the market demand and chip characteristics, gradually improve the professional level and corresponding technology on the supply side, and become a leading enterprise in the industry.
According to relevant statistics, NVIDIA's market value has exceeded $1,000 billion. Compared with TSMC, NVIDIA's market capitalization is close to the sum of the two TSMCs, and it is in the highest position among the world's market capitalization chip companies.
NVIDIA gradually became the dominant player in GPUs, accounting for most of the relevant market. Today's achievements rely on product innovation and research and development to enable it to maintain a leading position in related fields.
What is the future of NVIDIA's stock market?
Some relevant experts have proposed to predict that in the future, NVIDIA's stock price has a lot of room to rise. With the increase in the demand for artificial intelligence, the industry requirements are becoming more and more stringent, and the original technology will gradually surpass the original technology in the process of later development, in order to grasp the market situation and business characteristics.
Compared with other competitors, NVIDIA's stock market closing price has a relatively large advantage. Shareholders participate in the transaction and obtain corresponding benefits, and investors achieve their desired goals.
NVIDIA's brand influence is high, and the chip products produced are favored by people and occupy an important position in the field of artificial intelligence. Gradually recognized in the field of high-end chips, the future advantages will continue to increase.
In 2023, from the first quarter of performance, NVIDIA's net profit has reached two billion US dollars, an increase of 26 percentage points year-on-year, and operating income is increasing. From the perspective of the data center business, the growth rate is gradually increasing.
According to the relevant data provided by foreign media, it can be seen that NVIDIA's artificial intelligence market share this year is very high, about 60%.
Analysts at NVIDIA have said that in the second half of the year, data center chips will grow significantly, the supply continues to increase, and the company's development is on the rise.
In the short term, the proportion and magnitude of the rise in the US stock market is very high. In this time period, grasp the performance characteristics of the chip field and break through the trillion dollar mark.
How should the problems existing in China's chip industry be solved?
The technology of Chinese chips is not outstanding, and most of the raw materials for the required chips need to be imported from abroad. Compared with other countries, China's chip industry has very high production costs.
In order to solve this problem, the Z government department should promote scientific and technological innovation and cultivate chip technology talents. Improve its own innovation ability, gradually improve the level of core technology, reduce the production cost of the chip industry, and pave the way for the future development of chips.
In terms of intellectual property rights, China's chip industry has very serious problems. Due to the lack of corresponding patents, the competition between enterprises is not promoted by market mechanisms, and the hidden risks are getting higher and higher.
Some enterprises ignore the intellectual property rights of others and seek their own interests, resulting in trade frictions between enterprises. The Z government department should strengthen the protection of intellectual property rights and publicize intellectual property related knowledge, so that the chip industry can have better development space.
What is the development trend of China's chips in the future?
China's chip industry will form a complete industrial chain, gradually improve the overall competitiveness, and realize resource sharing and efficient processing of the chip industry chain to a certain extent.
Continuously strengthen the ability of independent innovation, the level of core technology has been greatly improved, and the self-development of the chip industry has been realized in a real sense. With the multi-party cooperation of Z House and enterprises, we continue to cultivate chip talents and improve innovation capabilities to achieve better development.
Gradually build an excellent innovation ecosystem, increase investment in chip development, and provide sufficient human and material support for the sustainable development of chips in the future.
In addition, China's chip industry will conduct in-depth exchanges and cooperation with the international community to jointly promote the development and innovation of chip technology. Technical exchanges with other developed countries can achieve mutual benefit and win-win results to a certain extent and open up a new chip industry.
China will attract foreign investment and other enterprises to enter the Chinese market and learn from the technologies and methods of other companies. Increase opening up, continuously attract foreign investment into the Chinese market, and form the international development of chips.
Epilogue:
Although China's chip industry has developed rapidly in recent years, there are still many problems. Whether it is the level of technology or intellectual property rights, it is necessary for the whole society such as Z government and enterprises to work together to promote the development of the chip industry.
Only when China is strong can it not be threatened by developed countries such as the United States. Once you have your own independent chip technology and produce advanced tools, you can avoid the monopoly effect like Huawei.