L'industria dei chip cinesi sfida le sanzioni statunitensi: un ottimismo inaspettato!

L'industria dei chip cinesi sfida le sanzioni statunitensi: un ottimismo inaspettato!

Dallas, USA - Nel mondo combattuto a lungo dei semiconduttori, le prime reazioni alle nuove sanzioni statunitensi mostrano diverse compagnie di chip cinesi. According to the report of krone.at , companies such as Jiangsu Nata Opto-Electronic Materials and Empyrean are hardly any disturbances in their business. While Empyrean plans to get away from foreign suppliers faster, Jiangsu Nata speaks of well -filled material bearings and the opportunity to find local alternatives. It is important to note that experts from investment bank Jefferies predict a dramatic decline in investments by $ 30 percent to $ 35 billion for the Chinese chip industry in the coming year.

Le nuove misure mirano alla dipendenza della Cina dalle macchine straniere, comprese le aziende chiave come ASML e materiali applicati. This development is classified as significant because the imports of machines for chip production have risen by a third to $ 24.12 billion in the first nine months of 2024. In the expectation of future sanctions, Chinese companies seem to have preferred their orders, which also makes the current situation complicated.

i grandi attori nell'industria dei chip

L'industria dei chip è attualmente influenzata da cambiamenti a volte gravi. According to Gevestor , companies such as Samsung Electronics and Intel are among the largest half-ladder manufacturers worldwide. Samsung corre con vendite di $ 83 miliardi, seguite da Intel con $ 75,5 miliardi. These companies have benefited enormously from the increased demand for semiconductors that shot up during the pandemic and are now under pressure to defend their market shares in a rapidly changing environment.

The role of the United States as the restrictioner of international trade relationships in the technology industry takes on a central position. While the US government is trying to slow China's technological progress, companies like AMD, Intel and Nvidia are facing a potential decline in sales in an important market. Mortijn Rasser, managing director of a specialized industry service, warns that China's Achilles' heel sanctions can affect and have a massive effect on the technology sector of the People's Republic.