On May 8th, the sky in Silicon Valley was not very peaceful! Intel's announcement was thrown to the U.S. Securities and Exchange Commission (SEC), which blew up the technology circle. Why? Because the U.S. Department of Commerce issued an order to cancel some of the "chip sales passes" for Chinese customers, this is good, Intel directly said that the money bag in the second quarter of this year is estimated to be so deflated, although it can still make 125 to 13.5 billion US dollars, but I am afraid that it will be a lot less.
Who are the "Chinese customers" behind this? Although Intel didn't make it clear, rumors in the rivers and lakes pointed to Huawei. Having said that, the Biden administration has been really ruthless with Huawei recently, and even the chip export licenses of Qualcomm and Intel have been revoked, which is really ruthless.
Let's take a look at how big the impact is: the Chinese market is the second largest for Intel, which contributed 27% of the silver last year, and if this restriction continues, 6% of the revenue will be gone. Not to mention Qualcomm, the Chinese market is simply their gold mine, accounting for 62% of their revenue in 2023.
As soon as the news came out, there was a buzz in the stock market. Qualcomm's stock price fell slightly, and Intel stabilized first, but as soon as the SEC document was made public, the stock price fell 2.22% the next day, hitting a new low in half a year.
Our Huawei has encountered another problem, the mobile phone business has been choked by the neck, and now even the computer business has to suffer. Huawei notebooks have been booming in China over the years, and their share has been rising, but this time if Intel's chips are not available, I am afraid that the country that has been laid down will be shaken. The Jedi must fight back!
In this matter, you say Huawei is unlucky? Or did Intel and Qualcomm follow suit? In fact, behind this is the wrestling of major powers, the contest of science and technology, we ordinary people look lively, but for these enterprises, it is a loss of real money!
After all, what do you think of this wave of operations? Do you think this is a temporary storm, or will it be the norm in the future? Come on, let's talk in the comment area, take a look at the grievances and hatreds in this science and technology rivers and lakes, what unique insights do you have? Don't hide it.