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China's chip industry defies US sanctions: An unexpected optimism!
US sanctions hit Chinese chip companies: Despite challenges, they are planning local replacement solutions and reacting strategically.
China's chip industry defies US sanctions: An unexpected optimism!
In the hotly contested world of semiconductors, initial reactions are emerging to the new US sanctions that are hitting several Chinese chip companies. According to the report by krone.at Companies such as Jiangsu Nata Opto-Electronic Materials and Empyrean expect little disruption to their business operations. While Empyrean plans to move away from foreign suppliers more quickly, Jiangsu Nata speaks of well-stocked material warehouses and the possibility of finding local alternatives. It is important to note that experts from the investment bank Jefferies are predicting a dramatic 30 percent decline in investments to $35 billion for the Chinese chip industry in the coming year.
The new measures target China's dependence on foreign machinery, including from key companies such as ASML and Applied Materials. This development is considered significant because imports of chip production machines have already increased by a third to $24.12 billion in the first nine months of 2024. Chinese companies appear to have brought forward their orders in anticipation of future sanctions, further complicating the current situation.
The big players in the chip industry
The chip industry is currently affected by some serious changes. Loud GeVestor Companies such as Samsung Electronics and Intel are among the largest semiconductor manufacturers in the world. Samsung leads with revenue of $83 billion, followed by Intel with $75.5 billion. These companies have benefited enormously from increased demand for semiconductors that skyrocketed during the pandemic and are now under pressure to defend their market share in a rapidly changing environment.
The role of the USA as a restrictor of international trade relations in the technology industry occupies a central position. As the U.S. government tries to slow China's technological advances, companies including AMD, Intel and Nvidia face a potential decline in sales in a key market. Mortijn Rasser, managing director of a specialized industry service, warns that the sanctions are China's Achilles heel and could have a massive impact on the People's Republic's technology sector.