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The American chip giant plummeted by 14%, and Samsung TSMC lost nearly 100 billion yuan? Do you worry about us in the crash?

2022-10-11

Just today, there was a big event in the American chip industry. The American front foot raised interest rates crazily and signed chip bills everywhere. The result was that they didn't sign and didn't know. One sign shocked them. The American chip giant plummeted 14% and lost hundreds of billions overnight! Even Samsung TSMC fell sharply all the way! Why is this?

The official agency said that just a few days ago, the United States issued a restriction on chip export, which prohibits the export of chips to us, such as chip manufacturing, chip technology, equipment software, hardware talents, etc., which cannot provide any support. The bill also said that in order to export, you must obtain a license. American chip investors have a look. Boy, do you know how big Chinese chips are?


台积电


If you add up Xiaomi, Oppo, and Vivo, the three brands will account for three times of Apple's sales. If you add up Huawei, Glory, and other household electronic devices, the market share will be 60% of the world! In other words, China's chip procurement cost is more than grain, even more than oil! If there is no Chinese market, such as AMD Intel, TSMC, Samsung and other enterprises, who can sell these chip inventory? Lao Mei expressed curiosity. What impact can it have to reduce inventory and market?

To put it bluntly, middlemen can't make money, advertisers are falling sharply, even technology companies, as well as the cost of plant construction and maintenance, will lose money, and at least half of the household appliances on the market will reduce production significantly. Because of this, the stock of the American chip giant plummeted by 14% overnight, even Samsung's revenue dropped by 32%, and the profit is less than 50 billion. When TSMC looked at it, its own stock market fell by 6%, It should not be. Chips are a powerful tool of the country. How can they plummet?

AMD said that the serious decline in computer sales has led to a decrease in processor shipments. Once the shipments decline, the chip inventory will increase, which will affect the cost of maintenance, maintenance, talent, R&D, and other later stages! Even Samsung has said that even if the computer sales decline, people will not change their mobile phones every quarter. If the products cannot be sold, the orders will be greatly reduced. At that time, even the cost of system operation will be poured from other industries! In other words, is the global chip really dead?