My Fintech Empire

If the entire domestic semiconductor industry chain achieves a technological breakthrough, it means that the stuck thing of chips will disappear from now on. It also means that the industrial products under the system of human modern industrial civilization, ranging from rockets to small screws, will not be in the domestic industrial system. They can all be manufactured independently without relying on foreign imports.

Since then, it has successfully climbed a key technological peak in the field of high-tech industry.

For the international semiconductor manufacturers of OMG, this is not only a disaster, but also an unprecedented crisis.

Data show that last year, domestic imports of integrated circuit chips reached an astonishing US$227.1 billion in 2016, while oil imports in the same year were US$138.7 billion, surpassing America to become the world's largest oil importer.

Even so, the money spent to buy chips is more than 88 billion U.S. dollars more than to buy oil, and the import volume of chips is still soaring. It is expected that the import volume will soar to 260 billion U.S. dollars in 2017, a growth rate of nearly 15%. .

If we achieve a technological breakthrough in the entire domestic semiconductor industry chain and complete the road to domestic substitution, we can save hundreds of billions of dollars in foreign exchange every year and achieve rapid growth in the domestic economy. The integrated circuit industry is a typical high value-added industry. How many OMG technology companies have been supported?

The completion of domestic substitution and the rise of the domestic semiconductor industry means that profits will remain in the country. Practitioners dependent on the upstream and downstream of the industry chain can obtain higher incomes, drive more employment and tax revenue, and move towards high-added Isn’t this what the value industry transformation and upgrading is for?

But it would be a disaster for the old international semiconductor manufacturers of OMG. This is not an exaggeration at all. If they lose the Greater China region, the world's largest integrated circuit consumer market, a large number of those international semiconductor manufacturers will really die. We will face a wave of bankruptcies and bankruptcies, and even those who survive will have to shed their skin.

Speaking of data, global chip sales in 2016 were US$343.5 billion, and the Greater China market accounted for US$227.1 billion. More than 66% of the global chip market sales were contributed by the Greater China market.

At present, the share of the domestic integrated circuit industry can only be included in the "other" option. In recent years, as Stellar Capital has invested heavily in promoting the autonomy of the entire domestic semiconductor industry chain, the road to independence has continued to improve, and the share has continued to expand. , but the absolute majority of the market share is still taken away by foreign chip production.

In particular, the majority of profits are taken away by foreign manufacturers, and the majority of profits are concentrated in the field of high-end chips.

As long as high-end chips achieve technological breakthroughs, the bulk of profits can remain in China. Foreign semiconductor manufacturers' profits have declined or even dropped significantly, and they cannot sustain high R\u0026D investment, so their chip iteration speed will inevitably slow down.

One goes with the other. As long as domestic high-end chips catch up with them later, it will be a complete offensive and defensive change, identity swap, and become domestic semiconductors. Because they get the majority of profits, they have more money to invest in the research and development of new generation products. , thereby achieving a forward cycle.

On the other hand, as profits decrease, international manufacturers will no longer have the money to invest in the research and development of new-generation products. As a result, they will become more competitive and will face less revenue, less profits, and no money for research and development, thus entering a vicious cycle of negative feedback. It will inevitably lead to large-scale liquidation and widespread bankruptcies.

So when the news of Xingyu Technology was released, it was widely rumored that the domestic semiconductor industry chain had completed a technological breakthrough. When it reached the ears of international semiconductor manufacturers such as OMG overseas, it was not only a bolt from the blue, but also panic.

And immediately began to verify whether the news was true from various channels.

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The next day, in an interview with the media, senior managers of the North American Semiconductor Association publicly stated that negotiations should be restarted to resume the supply of high-end chips to local companies in the Greater China market such as Xingyu Technology.

Having said that, the implication is that it cannot affect the profit and development of North American semiconductor companies.

It’s really because the domestic semiconductor industry chain in the big eastern country broke through too fast, far exceeding their original expectations, and it made them feel the existential crisis. A few years ago, they thought they wouldn’t need it within five years. I was worried, but now I suddenly realized that it was right in front of me, and I was really panicking.

Coincidentally, Gates, the former world's richest man and co-founder of Microsoft, also accepted an interview with the media today. During this period, the topics discussed were all over the world. Gates once again talked about the control of high-end chips for large Eastern companies such as Xingyu Technology. For this reason, he bluntly said express:

"The suppression of Xingyu Technology's chips has made them realize that the key to the rise of a great power is not just GDP data, but technology. They have understood the shortcomings of their country's chip development and have changed the original layout of chip companies. Not selling them chips means that some Chinese people will lose their jobs, and they will use this to accelerate their self-sufficiency.”

Gates had actually opposed it in public interviews with the media a few years ago. He spoke out again this time. He further said: "Facing a powerful opponent, you can either win with one blow or be counterattacked by it. This is a life and death battle." Multiple choice questions.”

Obviously, there are different voices on America's side, and there are great internal differences. Going back a while, there are people on America's side who propose to impose sanctions on Matrix Quantum to curb the calculations of the Eastern powers. Power expansion and so on.

At this moment, another group of people began to exert their efforts in public opinion, and a completely opposite voice appeared, wanting to resume the supply of high-end chips to Xingyu Technology, and hoping that Xingyu Technology and Qualcomm would join hands again to restart in-depth cooperation.

If it were not for the rumor that Xingyu Technology STAR5 would return and the domestic semiconductor industry chain would achieve a technological breakthrough, it would be impossible to have such a voice and such a big change in attitude.

It is obvious that they are really anxious.

You should know that the Greater China market is currently the largest "gold owner" of the North American semiconductor industry. Almost 34% of America's chips are sold to the Greater China market every year, and the total revenue accounts for half of the North American chip industry.

Those semiconductor manufacturers in North America and the entire industry are very clear that they cannot afford the consequences of losing the Greater China market, nor can they accept such a situation.

Facts have repeatedly proved that when you don't have it, they will block you to death, and even if they don't block you, they will sell it at a very high price, and they will also have a posture of buying and not buying, making the party A who spends money become a grandson. When you really have it, they will immediately jump in anxiety, but they are more afraid that you will not buy it.

The news spread back to the mainland and quickly attracted the attention of all kinds of spectators. Netizens who saw these news also called it happy to hear and joked that America was schizophrenic, shouting that it was not allowed to sell, and at the same time shouting that it wanted to sell.

This series of events that are happening are also greatly affecting the choices and judgments of relevant domestic practitioners, such as whether to follow the stars in the 7 trillion plan?

In many cases, choices are often greater than efforts. Now all signs show that choosing to follow the stars is obviously more promising and profitable. This is the general trend of the future.

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