三泰虎

中国减少芯片采购,美国芯片雪崩

 China reduces purchases of chips, US chips avnche!

中国减少芯片采购,美国芯片雪崩

Recently, American chip companies have announced their poor performance one after another, and even have fallen sharply.

最近,美国芯片企业接连公布业绩不佳,甚至出现了大幅下跌。

The market value of American chip companies has also fell sharply, showing the attitude of avnche.

美国芯片企业的市值也大幅下跌,呈现出雪崩的态势。

The important reason for American chips to fall into such a dilemma is that China continues to reduce chip procurement volume.

美国芯片陷入这种困境的重要原因是中国不断减少芯片采购量。

In the past few years, China focused on products, and the chip industry, known as industrial grain, was in the hands of the United States.

在过去的几年里,中国专注于产品,而被称为工业粮食的芯片产业掌握在美国手中。

As a result, the United States has made generous profits.

因此,美国获得了丰厚的利润。

At that time, China Lenovo Group, the world's largest PC company, had only about 2%of the profit margin, while Intel received more than 20%of profits, and China and the United States took their needs.

当时,全球最大的个人电脑公司中国联想集团的利润率只有2%左右,而英特尔则获得了20%以上的利润,中美两国各取所需。

However, since the United States has frequently restricted chip exports a few years ago, China has begun to force the chip industry.

然而,由于美国几年前频繁限制芯片出口,中国开始对芯片行业施加压力。

In recent years, it has gradually broken the monopoly of American chips.

近年来,中国逐渐打破了美国芯片的垄断。

The days of American chips have begun to be uncomfortable, especially since this year, American chips have been reported to have high chip inventory.

美国芯片的日子已经开始不舒服了,特别是今年以来,美国芯片一直被报道有很高的芯片库存。

In the second quarter of this year, Intel was the first loss of revenue and net profit in more than 20 years, highlighting the dilemma of American chips.

今年第二季度,英特尔出现了20多年来首次营收和净利润双双亏损,突显出美国芯片的困境。

The United States thinks that it can prevent the development of the Chinese chip industry through controlling chip technology, chip equipment, etc.

美国认为可以通过控制芯片技术、芯片设备等来阻止中国芯片产业的发展。

However, China has improved its own chip industry chain and also cooperated with companies outside the United States to stabilize their feet and ensure the steady development of Chinese chips

但中国已经完善了自己的芯片产业链,也与美国以外的公司合作,站稳脚跟,确保中国芯片的稳定发展

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以下是youtube上网民的评论:

Chin Huat Tan

As China chips manufacturing improves, the need to import western chips decreases. Western countries banning China only accelerate China's chips manufacturing capabilities.

随着中国芯片制造业的提升,进口西方芯片的需求减少。西方国家封杀中国只会加速提高中国的芯片制造能力。

 

Peety Mcfly

U.S chips will be too expensive to sell and produce in the U.S. Once China starts shifting gears to researching and development, the U.S chip industry will get smaller and smaller. Eventually limited to only producing specialty chips. At some point, U.S companies will buy China's chips to make profits.

美国芯片价格太贵,无法在美国销售和生产。一旦中国开始转向研发,美国的芯片行业将大幅缩水,最终仅限于生产特种芯片。到时候,美国公司将购买中国的芯片以获利。

 

steely dan

Necessity is the Mother of Invention.

需求是发明之母。

 

Clifford Nelson

So now it is expected that China will produce 70% of its chips in 2025. Astounding. I know that was the 5 year target, but thought that the target would not be met.

预计到2025年,中国70%的芯片将实现自主生产,令人震惊。我知道这是5年目标,但我认为这个目标不会实现。

 

george jesson

Now the US can't keep crying about stolen tech, China doesn't even want it

现在美国不能再嚎叫窃取技术了,中国都不想要他们的芯片了

 

Ken Triat

You can see the high numbers if Chinese graduates now returning home to China that use to stay overseas on completion of their course’s

This is building greater capacity within China in all areas and leading to quick advancements, while the USA is loosing new blood

你可以看到,很多中国留学生在完成学业后回到了中国,为中国各个领域做出贡献,并促成产业快速进步,而美国正在失去新鲜血液

 

DonChong

The US has dest yed the chips market.

美国摧毁了芯片市场。

 

Alan Tan

To be honest, I love this competition between US & China. Prior to this, you will encounter that upon buying one new item (mobile phone or computer et al) and in a few months time, they roll out a new version with slight improvement. Now I hope to see a large improvement in a new version, unlike current situation. Keep competing to our advantage

说实话,我喜欢中美之间的竞争。你会遇到这样的情况:你买了一个新产品(手机或电脑等),几个月后,他们推出了一个略有改进的新版本。我希望在新版本中看到很大的改进,不要像现在这样。继续为我们的优势而竞争

 

Irritated Anglosaxon

Less buying US chips mean Chinese made their own?

少买美国芯片就意味着中国人自己制造芯片吗?

 

Jon

I always have felt American chip producers highly overpriced their chips. Now, with way cher Chinese chips, Chinese manufactured gadgets and appliances will be way cher. Big win for China again. American companies need to understand this... profit margins need to be reasonable. If China can prosper with razor thin margins, why not America? In the 50s, American companies have razor thin margins too and even develo 3rd world countries can afford to buy their products..... and  America prospered.

我一直觉得美国芯片生产商的芯片定价过高。现在,有了便宜得多的中国芯片,中国制造的小器械和家用电器也会便宜得多。中国又赢了。美国公司需要明白这一点……利润率需要合理。如果中国可以在微薄的利润下繁荣,为什么美国不能?在50年代,美国公司的利润也非常微薄,甚至第三世界国家也能买得起他们的产品.....美国的繁荣已经是过去式了。

 

I I

Chinese scientist, abroad and home,need to join hands to win this new battle!

中外中国科学家,要携手共进,打赢这场新战役!

 

ÈÈ

Independence is won step by step

独立是一步一步赢得的

 

ALONE

I want to say something but before writing a word or two,I read all the comments here and I felt that I have nothing to say. Well done China. Asian age is coming.

本想说点什么,在看了这里所有的评论后,我觉得我没什么可说的了。中国干得好,亚洲时代正在到来。

 

Mas Miwa

China is fabricating over one billion chips a day and exporting more than 10% of those chips.  Two years ago, it was buying about $400 billion in foreign chips with the US selling 60% of those chips and zero exports. Today, US chip purchases not only have declined but prices of these chips have taken a nose dive and US semiconductor company stocks have taken a $1.2 trillion dollar hit. Profits are becoming harder to come by and R&D funding is evaporating.   Further, the US is ram up fab at the leading edge of 5nm and smaller.  That market is in decline now and even TSMC has refocused on mature node chips and idled 4 EUV lithography machines and asked employees to take a vacation. The US could be in for a rude supply of a much smaller market than their new fabs can economically operate at.  Further, the US could have a problem staffing these fabs.

It seems Biden's team did not think this through enough for a soft landing.

中国每天生产超过10亿片芯片,其中10%以上用于出口。

两年前,中国购买了大约4000亿美元的外国芯片,其中美国芯片占60%,中国芯片零出口。

如今,美国芯片的购买量不仅下降了,而且芯片的价格也大幅下跌,美国半导体公司的股票蒸发了1.2万亿美元

利润越来越难获得,研发资金正在蒸发。

此外,美国正在增加5纳米及更小尺寸芯片的前沿晶圆厂。

这个市场现在正在衰退,甚至连台积电也重新专注于成熟的节点芯片,闲置了4台EUV光刻机,并要求员工休假。

美国可能会面临一个远远小于其新晶圆厂经济运作能力的庞大市场。

此外,美国可能在为这些晶圆厂配备人手方面存在问题。

拜登团队似乎没有充分考虑到这一点,未能实现软着陆。

 

David Lo Pan

All China has to do is just honor their own agreements and follow international laws.

中国要做的就是遵守自己的协议,遵守国际法。

 

Ben Beh

US chip industries will go bust !. US have to give heavy subsidies to sustain the survival of their industries. Without heavy export to China , this semiconductor will be heading nowhere with this high investment & high expenditures cost. US is good at spending but not that good in earning.

美国芯片产业将会破产!美国必须提供大量补贴以维持其工业的生存。如果不向中国大量出口,这种高投资和高支出成本的半导体将走向衰弱。美国擅长消费,但不擅长赚钱。

 

shain farah

nothing can stop chinas advances.

没有什么能阻止中国的进步。

 

Bridie Desmond

Well done China.

中国干得好。

 

Anou

West need to understand that technology is made by human being and another human being also can develop it, so don't think blockades can make you feel better

西方需要明白,技术是人创造的,另一个人也可以加以改进,所以不要认为封锁别人可以让自己感觉更好

 

Howe Lau

WHEN WILL U.S. CHIP COMPANIES WW START MASS LAYOFF???

美国芯片公司什么时候开始大规模裁员?

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