The United States often take action. On the one hand, it gives its chip tens of billions of dollars subsidies and establishes alliance development chips with Japan and South Korea. At the same time, it also requires ASML to not be sold to a light carved equipment below 14 millimeters in China. But now American chips and Korean chips are facing inventory problems. I wonder if they are at a loss. Such behaviors will only raise stones to smash their feet.

Earlier, TSMC stated at the performance press conference in the second quarter that the future of the future may not be so good. The oversupply supply of the chip BQ24092DGQT has appeared. Some American chip companies even would even pay high liquidated damages, including Apple, AMD,, AMD,, AMD,, AMD,, AMD, AMD,, AMD, AMD, NVIDIA, etc., recently, the largest chip company in the United States, Intel has once again suffered a sharp decline in performance. Coupled with the US simulation chip, RF chip companies have indicated that the inventory is high and the price reduction is significantly reduced, indicating that the chip industry has entered a downward cycle.

TSMC's largest customer is the American chip company. U.S. chips contributed nearly 70%of their revenue and Apple contributed 26%of their income. TSMC's remarks are sufficient to prove that American chips are really difficult to sell, so they have to pay high liquidated damages to reduce chip orders.

In addition to TSMC, another chip company in Taiwan also stated that the global chip industry is declining. TSMC said that its foundry production driving chip, CMOS image sensor, and special DRAM waiting for the order volume has shrunk significantly, and even the previous order has been placed before. The order was also canceled.

Recently, South Korean chips also stated that inventory has surged nearly 80%. South Korea is the world's largest storage chip manufacturer, Samsung is the world's largest DRAM and NANDFLASH chip companies. SK Hynix is the world's second largest Hynix DRAM chip manufacturer. The chips produced by these companies are naturally facing the global market.

Both the US chip and the Korean chip indicate high inventory and prove that excess supply of global chip industry has become a reality. It is worth noting that in the face of the pile of chips, they all hope that Chinese companies can help them clean up their inventory.

China is the world's largest chip buyer. In 2021, China purchased $ 400 billion in chips, accounting for 60%of the global chip market. The huge inventory of American chips and Korean chips can only help them digest through Chinese manufacturing.

However, in the face of excess global chips, the United States did not consider how to solve this problem. Instead, it exacerbated the sales of US chip companies to supply chips and ASML lithography machines to China in China.

In fact, after the United States took measures to Huawei in 2019, various economies expanded chip production capacity to ensure industrial safety. After years of hard work, the proportion of Chinese chip production capacity has increased to 16%of the global chip market, and the self -sufficiency rate of Chinese chips has also increased significantly. In the first five months of this year, chip imports decreased by 28.3 billion.

Europe has also proposed a $ 43 billion chip production capacity expansion plan. Now the United States has launched a $ 52 billion chip subsidy plan, which will accelerate the expansion of chip production capacity expansion in Europe and China. Excessive global chip production capacity.

Faced with new US measures, ASML said that restricting sales below 14nm to help solve the problem, this is a very mature technology. Sooner or later, China can complete its own light carved machine. As the result of the US limitation of chip sales has promoted the development of Chinese chips. Facing the arrogance of the United States, in order to survive, the sales of ASML have accelerated.

It can be said that new measures in the United States do not help solve the inventory of American chips and Korean chips, but it may exacerbate this problem. The end result must be to pick up stones and smash their feet.