Dear readers, if you were to predict the development of the global chip industry in 2024, what do you think will change? In this high-tech era of extreme fear, the chip industry undoubtedly plays a vital role. However, there are signs inside and outside the industry that the global chip industry may face a earth-shaking reshuffle in 2024.
Let's see what happens!
First, the U.S. chip giants are facing unprecedented difficulties. Take Intel as an example, the long-standing top chipmaker, lost money for the first time in 2022! Even more shocking was the loss of $500 million.
At the same time, Micron's net loss was as high as $5.8 billion. It can be said that the leaders of the two chip industries, in the current increasingly fierce market competition, have fallen into an unprecedented difficult situation.
So, what exactly is causing the chip giants to get into trouble? An important factor is the dramatic turmoil in the global chip supply chain.
Chipmakers Intel and TSMC, for example, plan to drastically reduce chip production capacity and delay order deliveries. At the same time, affected by the US sanctions against Chinese high-tech companies such as Huawei, the global chip supply has been cut off, resulting in a sharp decline in the profits of chip manufacturers.
Compared with the difficulties of American chip companies, local chip companies from China are booming. Taking Huawei as an example, after its self-developed Kirin chip was recognized by the market, orders soared to 15 million units. It can be said that in the case of deterioration of the external environment, Chinese chip companies are still rising at an alarming speed.
The global chip situation in 2024 is precarious. Chip overcapacity has led to falling prices, coupled with the chaos in the supply chain caused by the game between China and the United States, the development prospects of major chip giants are worrying.
So, in this seemingly inevitable turbulent wave, who can ride the huge waves and laugh proudly? Let's wait and see! History is always unexpected, and the outcome is often ultimately written by those who innovate and push forward.
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