Foreign media wind changes?At this section, what does "boast" Chinese chip mean?

Author:Connected dog Time:2022.06.22

Since my country's high -tech industry shows the rise of the rise, the United States has tried to suppress us sanctions on us in various ways. Make us in a very passive situation, not only hindered technology research and development, but sometimes even the original production will have problems. The high -tech industry is generally a wide range of companies involved in upstream and downstream. The disconnection of a certain core technology may affect the entire ecology.

But even so, foreign media recently said that although Midea has undergone a series of sanctions on our chip industry, our chip industry has grown over the growth rate of more than anywhere in the world. This is how the same thing? Why did the Midea do not succeed, but instead had a counter -effect. What about the defeat?

Amazing Chinese speed

According to foreign media survey data, within about a year, because of the "core" problem, global chip companies have achieved "positive growth" more or less, and many chip companies with many potential have also appeared. But among many chip companies, the fastest growth rate is basically from China (19 of the top 20). The same statistics, although China has performed well in the previous year, is far less than that of the past year (8 of the first 20). What's more valuable is that these rapidly growing chip companies, the growth rate of revenue revenue is several times as many as leading companies such as ASML.

Is foreign media serious?

Is foreign media suddenly rendering such a point of view at this node? Although it is often stating the facts, it is still not changed to the old problem: either suppressing contempt or pretending to "kill" very objectively. Foreign media said that our chip companies have the fastest growth, but when we talk about the growth rate, they do not mention the "growth" at all. Isn't this a hooligan? And if you consider the ranking of growth, the Chinese companies in this ranking are only small.

Taking the domestic leading enterprise SMIC as an example, last year's revenue was US $ 5.443 billion, a year -on -year increase of 39.3%, exceeding the industry leader Tattle and Power (24.9%), and other peer giants (36%of the core, 20.5%of UMC). However, from the growth rate, TSMC has 47.8 billion yuan, and the growth rate is higher than that of SMIC's revenue. Compared with this, do we dare to say the fastest growth?

It can only be said that foreign media once again tried to use "one -sided" data to render our "threat" of our global chip industry. But in fact, our growth rate is far from reaching the point where it will cause "public anger". More importantly, we just want to realize chip autonomy to ensure the security of the downstream industry of the chip. If it wasn't for the sake of beauty, we would not realize that the existence of the chip crisis is so dangerous and fatal!

Therefore, we are just passive defense. And beauty, I want to be a player and the referee, but also stand up again. In fact, it is a collection of disaster, and we want to target our chip industry.

Correctly understand the status quo

So what is the current status of our chip industry?

It can only be said that there is a good development trend, but the foundation is too thin, and the demand is much worse. We still need to continue to work until the chip is autonomous.

At present, we don't worry about no market. The chip scenario has a wide range of applications, and has played a vital role in the fields of artificial intelligence, automotive, and corporate digitalization. In the era of artificial intelligence and communication at the time of high -speed development, the demand for chips will only get larger and larger. The continuous growth of the demand side is a huge opportunity for the supply end. And now in China, holding the banner of "chip autonomy", I believe we will see more growth and results in the future.

It is worth mentioning that in the past year, we have purchased a large number of chip manufacturing equipment from overseas, and the relevant orders have increased by 58%. This has a lot of relationships with our increase in production capacity, such as SMIC, Hua Hong, Yangtze River Storage and other companies, all actively building factories to expand production. On the other hand, it is also related to the active imported DUV light carved machine to the domestic DUV light carved machine. Data show that ASML's domestic sales in the first quarter accounted for 34%, and we have become his largest gold master. The ASML action also intentionally unintentionally released the signal of the shipping EUV lithography machine.

Technical autonomy is the key

Academician Ni Guangnan has long said that root technology is the most critical. So we can't see that some companies now show goodwill, we will lose their hearts. Of course, buying their equipment, but we can't give up researching independent techniques because of this, which is the foundation of our turn.

Foreign media wind changes? At this section, what does "boast" Chinese chip mean?

At this bone point, foreign media boasted that "China's chip industry is growing rapidly", what is the conspiracy?

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