Domestic chips are rising, imports decreased by 29 billion, and American chips such as Qualcomm and AMD have begun to cut orders.

Recently, the US chip companies Qualcomm, AMD, NVIDIA, etc. have reported the news of cutting orders one after another. Behind this is the rise of Chinese chips. Domestic chips are accelerating the replacement of American chips, which has led to a decrease in demand for American chips, which has caused such a result.

Once upon a time, American chips were not worried about selling. Many companies around the world had to seek American chips. However, just more than two years passed, Chinese chips have risen rapidly, continuously seized the market, and replaced American chips. 29 billion, while the export volume of Chinese chips increased by more than 20 %.

As China promotes domestic chip replacement, the days of American chips are gradually worse. The first time the chip inventory is high is the US radio frequency chip company. In the first quarter of this year, Guo Mingzhang pointed out that the inventory of American RF chip companies has been satisfied In the next 6-9 months, the global chip supply will be changed from lack of supply to excess supply since then.

In the near future, the United States chip, which master the global simulation chip market, has also reported the news of high inventory. In order to clean up the inventory or even sell the chip price by 90 % in order to clean up the inventory. Essence

Until today, chip companies such as Qualcomm, AMD, NVIDIA have also stated that due to the decline in industry demand, they will reduce the chip orders to TSMC to avoid the continued accumulation of inventory, resulting in losses. Leading companies, they lead the US chip to occupy nearly 50 % of the global chip market.

The reason for the difficulty of selling American chips is the rise of Chinese chips. China is the world's largest chip buyer. In 2021, China purchased $ 400 billion in chips, accounting for 60 % of the global chip market. The industry has achieved major breakthroughs.

The radio frequency chips and mobile phone chips mentioned above have now available for domestic substitutions. Domestic Zhuoshengwei and Fumawei have developed 5G RF chips. The mobile phone chip has purple light booster, and the PC processor is even more than the PC processor. Based on ARM, RISC-V, ALPHA and other architectures, it has now launched pure domestic PCs.

Nowadays, Chinese mobile phone companies are increasingly recognizing the importance of chip technology research and development. Xiaomi OV has developed its own chips, involving charging, power management, and video. Their continuous investment is strengthening the technology research and development of Chinese chips. They can soon achieve approaching Huawei.

In terms of chip manufacturing, mainland China accounts for 16%of the global chip production capacity, ranking third in the world. The cost advantage of Chinese manufacturing is once again reflected. It has a domestic chip that its chip has the function of close to the American chip, but the price is the price, but the price As low as a quarter of each other, in the downturn of the chip today, this cost advantage has made Chinese chips welcomed by the market. Therefore, Chinese chips not only replace American chips in the domestic market, but also exported overseas markets.

The industry expects that with the joint efforts of the domestic chip industry chain, domestic chips will break more gaps in the future and enhance domestic chip substitutions. The demand for American chips may further decrease; Gartner, a municipal institution, expects the demand for global chips next year will further decline Under the squeezing of the two phases, the global chip industry will usher in more intense competition.

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