Only the front foot signed the chip bill.

After signing the chip bill, a huge change in the chip industry has begun.

The high -end chip industry is the foundation of high -tech industries. As the concepts of 5G, artificial intelligence, and digitalization have deepened their hearts, industrial empowerment, industrial transformation and upgrading are also in full swing in all walks of life. As a "underlying foundation", the chip directly determines the "upper building".

Under such a background, the United States has invested $ 52 billion in the chip industry through the chip bill, attracting top semiconductor companies to build factories in the United States to strengthen their control. At the same time, the United States prohibits these companies from expanding production in China, hindering us to increase the capacity of high -end chip.

Not only that, the United States has forcibly established the Quartet Alliance regardless of Han's opposition, and wants to comprehensively encircle the "domestic core".

The chip industry in the winter of the winter

Beauty is full of ambitions. While fully controlling the high -end chip industry, we limited us to get rid of dependence and realize chip autonomy. Unexpectedly, Midea's actions have not yet carried out, and the market has begun to be seriously alert.

Many research institutions, industry insiders revealed that the winter of the chip industry is coming soon. During the epidemic, home office and isolation have greatly increased orders for the electronic consumer industry, the supply of chips is in short supply, the price and sales volume continues to increase, which has also led to "chip shortage".

However, as the impact of the epidemic slowly decreases, the economic downturn and other reasons, the rapid decline in chip consumption capacity causing manufacturers to caught off guard. According to data released by Market Research Company Mercury Research, in the second quarter of this year, the shipping volume of desktop computer processors was the lowest in nearly 30 years, and the total shipments of the processor will also be the largest decline in nearly 40 years.

Data from market research agency Cinno Research show that in the first half of this year, domestic smartphones shipments plummeted, resulting in SOC chip shipments fell 16.9%year -on -year.

It is terrible that because of the strong market demand, many chip manufacturers have continued to expand to increase production capacity. Seeing that the new factory is about to be completed, the new production capacity will keep up immediately. As a result, the market suddenly says not to be so much. This has begun to lead to too much inventory of many chip companies. If it is unable to sell, it can only be sold at the price.

Due to increased production capacity and decreased demand, the capacity utilization rate of wafer fab has gradually decreased. The market research agency Gartner predicts that by the third quarter of a few years, the capacity utilization rate of the global wafer agency will be reduced to 90.3%, and by the end of 2023, it will plummet to 80%.

Bloomberg said that chip companies are currently preparing for the "recession period", and the chip consumption will near the most serious decline in the decade in the near future.

Beauty: Do it against it

It can be said that the winter of the chip industry is coming. At this time, the US signing of the chip bill is undoubtedly the worse market environment that has been bad.

US $ 52 billion subsidies have attracted semiconductor companies to expand capacity in the United States. It is foreseeable that chip production capacity will be further improved. If the chip market does not recover in the future, chip inventory will reach a record high, which may cause the chip's price to further shrink.

At present, Qualcomm has begun to act, reduced its flagship Snapdragon 8 order by about 15%, and plans to reduce the price of two other chips with too many inventory. Nvidia is also making corresponding measures, and the game business revenue has fallen by more than 30%. In addition, Micron Technology, Intel and other companies are facing excess inventory.

TSMC Zhang Zhongmou has publicly stated many times that the construction factory in the United States is likely to be unsatisfactory. The existence of disadvantaged factors such as high labor costs and incomplete supply chain will make the prospects of building factories in the United States unknown, and eventually abandon the pre -achievement. At present, the chip industry ushered in winter, which undoubtedly exacerbated the risk of building a factory in the United States.

All in all, Meida's chip subsidies not only destroy the global chip industry supply chain, but also run counter to the market laws. There are no strange people who are not optimistic about the chip bill. After all, it is actually a lack of respect for "market".

On the eve of the chip industry's winter winter, the United States signed a chip bill, which is destined to be "moving the stone to smash its own feet."

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