Finally exposed!The US has achieved its goal of revising chip rules
In the past two years, the US has revised its chip rules many times. Some say this is because huawei’s performance in 5G is so dazzling that the US feels a sense of crisis.Others say that the CAPRicious US side wants to curb the speed of China’s scientific and technological development.So what is the purpose of the US side’s repeated revision of chip rules?Before we get to that, let’s talk about the current state of some businesses.Huawei, as the most direct “victim” of the US revision of chip rules, has suffered huge losses in its mobile phone business.Huawei’s mobile phone business used to have high shipments both at home and around the world. Now, due to chip shortage, Huawei’s shipments in China are constantly decreasing, and its market share is also falling.As Google cut off Huawei’s GMS service, Huawei’s foreign market also had to choose to hibernate, and its global market share also dropped out of the top five.TSMC, a giant in the foundry industry, lost its second largest customer, Huawei, to changes in chip rules and has not been allowed to ship freely.While TSMC’s revenue has risen due to a global core shortage, its profit margins have shrunk due to its heavy reliance on Apple.As for ASML, the leader of lithography machine, ASML is not allowed to sell EUV lithography machine to Chinese enterprises, and even hynix and other foreign companies are not allowed to obtain EUV lithography machine in China due to the modification of chip rules by the US.ASML itself hopes to expand its layout in the Chinese market, so it has repeatedly expressed that it is not that ASML does not want to sell EUV lithography machines to Chinese enterprises, but that it cannot freely ship DUV lithography machines to Chinese enterprises without restrictions.Let’s look at American companies. Intel got the license to supply Huawei, Qualcomm got the license to supply Huawei.With Huawei limited, Apple has no competition in the high-end phone market and has now topped China’s sales and revenue for six consecutive weeks.Not only that, apple’s market cap hit $3 trillion.Not only did Apple not suffer much from the tight global supply of chips, but shipments also increased.Toyota, the Japanese giant, has also been suffering because of the lack of cores, shutting down 11 production lines.But tesla, an American company with a market capitalization of more than $1 trillion, doesn’t seem to be worried about the chip crunch.As you may have noticed, American companies seem to be doing well after the revision of the chip regulation.In other words, the US has achieved its goal of revising chip rules!Another point is that the US has asked more than 100 semiconductor companies for core data such as inventories, saying that it wants to find out the root cause of the global core shortage and come up with solutions.Now the REASON given by the US side is lack of production capacity, and the solution is to increase production capacity.But does this result seem to be possible without inventory data?In other words, if the U.S. knows the inventory status of major semiconductor companies, the U.S. companies will have a natural advantage in acquiring capacity and thus generating more revenue.With more revenue, more money is available for research and development, creating a virtuous circle.From semiconductor companies, how much of our inventory, American companies are clear.As a result, the bargaining power of semiconductor companies has been reduced and U.S. companies have been given priority.This is why TSMC and Samsung were reluctant to hand over their data.In conclusion, the purpose of the US side’s revision of chip rules is partly to restrict the development of China’s scientific and technological level, but more importantly, to make itself a “checkpoint”.Major semiconductor companies want to ship freely, must pass this checkpoint.Applications that the US believes are beneficial to itself or local companies will be approved, and those that are not will not be approved.In this way, the United States has a gradually increased voice in the industrial chain. It can not only realize the allocation of chip production capacity, but also control the future direction of chip development, technology fields and technical specifications.And for us, we can no longer have unrealistic dreams.Only down-to-earth independent research and development of core technologies can occupy an active position in the future.What do you think about that?Welcome to the last three companies, thank you for your support!