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Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

author:Be happy all the time

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In this wave of digital information age,

The chip has become a digital pearl no less than nuclear weapons, dominating the pinnacle of national scientific and technological progress, and its stability and instability are related to the lifeline of a country's science and technology. Once the chip is strangled in the throat, everything from tiny Bluetooth headsets to huge flying machines can be paralyzed. It can be said that the status of chips in today's modern industry is as indispensable as "food".

Although the chip is only as tiny as a fingernail, it condenses the crystallization of the wisdom of all mankind and has undergone cumbersome and delicate processes such as wafer production, chip design, lithography, and plasma implantation. Behind the manufacturing, there are endless mysteries of highly cutting-edge technologies and equipment such as EDA software, photoresist, lithography machine, etching machine, plasma implanter, etching machine, etching machine.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

In the field of traditional chips, the United States, Japan, the European Union and other Western countries have always held the leading power, light source and EDA software originated from the United States, chip architecture was born in the United Kingdom and the United States, and the source of photoresist came from Japan. The United States, Japan and Europe have collaborated to create key processes such as EUV lithography machines. In these clues, it is not difficult to gain insight into the prominent position of old powers in the global semiconductor industry chain.

However, with the rise of Chinese tech companies such as Huawei, the nerves of American politics have become particularly sensitive. In order to protect its so-called "scientific and technological hegemony", the United States has frequently revised the guidelines of the semiconductor industry and led the launch of the "Chip Quadripartite Alliance" to restrict the supply of high-performance chips to China by giants such as Intel and NVIDIA, in an attempt to curb the progress of the mainland's science and technology industry.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

The "decoupling" of chips is like a double-edged sword, which not only provides tools to limit the rise of Chinese companies such as Huawei, but also causes major setbacks for US semiconductor companies. CCTV's report revealed a considerable fact, since the first half of this year, the price of the chip market has been declining, the decline of American chips is particularly serious, the price of some models from 200 yuan to 20 yuan, a decline of more than 90% of the horror level, can be called the "big avalanche" in the industry.

In addition, the data disclosed by the American Semiconductor Association also shows that the market value of American semiconductor companies has evaporated more than $1.5 trillion, and sales have fallen sharply, such as Micron's sales decreased by 20% and Chaowei decreased by 16%. Among them, Intel's life is getting more and more difficult, constrained by the "chip ban", its product sales are far lower than expected, in order to cope with this "cold winter", they even have to plan to lay off 20% of employees.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

The dilemma of American chips has also been fully elaborated in American media articles, emphasizing the heavy cost of "decoupling" and pointing out that it is difficult for US semiconductor companies to leave the Chinese market. no doubt

The reason why the US semiconductor industry is so declining is closely related to China. According to public data, in the first nine months of this year, Chinese companies placed a total of $73 billion worth of U.S. chip orders. In the face of these chips with extremely short life cycles, American semiconductor companies have to reduce prices to the bottom, but unfortunately, Chinese companies are still not optimistic about these products.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

As the Sino-US technology race continues to heat up, Chinese companies dare to "reject" American chips with dignity, mainly because the rise of China's chip industry is much faster than most people expect. The data released by the Ministry of Industry and Information Technology clearly shows that domestic semiconductor companies have successfully achieved the mass production of 14nm pure domestic chips, and have mastered key lithography, etching, photoresist and 5G chip technologies. The daily production capacity of domestic chips has exceeded 1 billion, basically meeting the domestic demand for chips in artificial intelligence, Internet of Things, 5G, automatic driving and other fields.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

The United States tried to limit the rise of Chinese technology by blocking chips, but Chinese companies resolutely cut the import of American chips, dragging American semiconductor companies into a cold winter. All this just confirms Mr. Lu Xun's famous saying: "If civilization is not enough to civilize itself, then let barbarism be enough to barbarize itself." Deal with scoundrels by rogue means, and against hooligans with rogue means. If civilization wants us to bend our knees, let us see the wild

Quite proud. ”

In the future development, we expect Chinese enterprises to continue to increase investment in scientific research, firmly grasp the core technology, and let the ship of innovation cut the waves without fear. As the sage Lu Xun said, use our "barbarism" to defeat those "civilizations" that attempt to bully, so that they no longer dare to despise the scientific and technological strength of the mainland.

Meixin "big avalanche", the price fell 90%, the US media said: the cost of "decoupling" is huge

To sum up, in this digital information age, chips have long surpassed their tiny bodies and become the key element that determines the fate of national science and technology. However, from its manufacturing process to its supply chain, it faces complex challenges. The dominance of Western powers in the semiconductor field should not be underestimated, but with the rise of Chinese technology companies, especially Huawei, the United States has felt so much pressure that it has not hesitated to revise semiconductor rules in an attempt to limit China's technological development. This series of actions caused shocks in the global chip market, especially the price collapse of the US chip market, and the sharp evaporation of the market value of US semiconductor companies. However, Chinese companies, with their solid technological foundation and positive development trend, are gradually weakening the position of American chips. This phenomenon echoes Mr. Lu Xun's famous words, showing the "barbaric" side of Chinese enterprises, showing that we are no longer willing to bow our heads in the field of science and technology, but to write our own brilliant chapter with a more confident and autonomous attitude.

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