Just when Gu Qing was lamenting the giants of his predecessors, the world's semiconductor structure, after three years of efforts by Western capital and multinational technology groups to maintain it, finally began to usher in the collapse of the old structure.
Before the rise of Jiuzhou Technology Semiconductor, Daxia Semiconductor had already achieved great success in the memory module industry and broke the monopoly.
Although the production capacity is insufficient, the highest specifications and the yield rate are impressive, this "zero" breakthrough also makes foreign memory module manufacturers no longer dare to "fire or sudden power outage" at will.
After Jiuzhou Technology and several major Xia-owned companies began to innovate and upgrade semiconductor technology, Daxia semiconductor companies not only obtained new technologies, but their production capacity also began to soar year by year.
Daxia Enterprises also has a name internationally, called "Monopoly Crusher." As long as Daxia Enterprises breaks the high-end monopoly of a certain industry, the high-end luxury prices in this industry will immediately become cabbage prices.
Among them, Jiuzhou Technology's behavior of selling high prices abroad has not been mentioned by the majority of "fair" Western media.
They have reported many times that the inventory of memory DRAM and flash nandfsh chips due to the "inferior competition" of Daxia Enterprises has led to more products from other companies in the industry and oversupply. In addition to Daxia Enterprises, other semiconductor memory leaders like Guo Jia's were Manufacturers have already begun to reduce production.
Of course, behind the scenes, production reduction is production reduction, but on the surface, we still cannot lose.
“Our company has made major breakthroughs in new-age technology. In order to prepare for cross-age technology products, the old production lines will begin to be gradually reduced and upgraded.
The reduction in supply in a short period of time is to provide better and more advanced products to consumers and corporate customers! "
If you shout out this kind of beautiful painting, the stock price will basically be stable for a period of time.
But if manufacturers can shout slogans like this, what should channel dealers do?
Do you just have to watch the junk goods you stock up become increasingly unsaleable?
Naturally, channel merchants began to cut prices to clear goods, hoping to collect as much funds as possible.
And the terminal selling price that ordinary consumers can access has long been out of reach.
In the past, a 1t memory stick could sell for 1,000 yuan at its peak, but now?
100 Xia Yuan is the kind of good product that can be sold at this price!
Semiconductor equipment such as graphics cards that require memory are naturally beaten by Daxia companies due to the collapse of raw materials and product technical capabilities. They can no longer hide their performance reports for several quarters.
The first ring of the new year.
A senior executive of SK Hynix jumped from the top floor of the company's headquarters.
He died on the spot and smashed the Feng Shui decoration downstairs.
On the same day, Hynix’s 2023 performance report was also announced.
The announced results show that Hynix's revenue and net profit in each quarter of 2023 fell by 29%, 34%, 45% and 67% respectively compared with the same period in 2022.
It can be called a thunderstorm.
An executive from SK Hynix said: "Semiconductor memory chips are experiencing an unprecedented deterioration. Our company has decided to reduce SK's investment expenditure by more than 65% this year."
At the same time, the executive also said: "The worst-case scenario cannot be ruled out as selling the memory chip factories established by Guo Jia in Daxia, or selling old equipment to other companies in exchange for cash flow."…
It is reported that SK currently has a factory in Daxia, with 90% of its production capacity used for the production of memory chips and 10% for logic chips.
Moreover, SK Hynix has four production bases in the world, located in Icheon and Cheongju in Korea, as well as Wuxi and Chongqing in Daxia.
Originally, this executive had paid great attention to his wording, after all, it meant "considering", but now SK Hynix's performance is really poor...
After this statement came out, SK Hynix's share price was cut in half.
In addition, traditional Western semiconductor companies such as Nvidia and AMD will inevitably start to see their stock prices fall, even if they have not yet released financial reports...
Established technology companies have begun to show an unstoppable downward trend that is struggling in the quagmire.
The Spring Festival in the summer is bustling with excitement, while Western stock markets and Western technology business circles are indifferent.
At this time, a financial tycoon stepped forward.
Sharma, chairman of Rockefeller International, wrote in a column in the Financial Times that Daxia has set the goal of reaching the level of developed middle-level countries in the next ten years. To achieve this goal, Daxia's economy needs to reach an average annual growth rate of 5%. Growth.
However, because Daxia is currently facing negative factors such as poor demographic structure, high levels of debt, and declining productivity growth, the financial boss believes that Daxia can only grow at most half its rate, which means that the growth rate is 2.5 %s level.
At the same time, Sharma also predicted the economic gap between Daxia and the United States in the next few decades. Assuming that Daxia's annual growth is 2.5% and the United States' annual growth is 1.5%, under the same inflation rate and stable exchange rate, Daxia's economic scale It is unlikely to surpass the United States before 2060.
The reason he gave was that economic growth depends not only on the growth in the number of workers, but also on the extent and efficiency of capital utilization.
Although Daxia is increasing investment, capital output efficiency is decreasing, the population is shrinking, and productivity growth is slowing down. Even a 2.5% growth rate in the next few decades is an optimistic prediction.
There is also the fact that the development of Daxia’s technology industry is not healthy.
“Relying entirely on private companies like Jiuzhou Technology to make breakthroughs and explorations in high-tech industries, the relevant departments of Daxia are shameful and weak.
Although Jiuzhou Technology has made good technological breakthroughs in a short period of time, according to our investigation, they all used the technology and equipment of other Xia Zi companies and even engineers from other companies and institutions. Otherwise, it would have been impossible for Jiuzhou Technology to succeed in March and Fourth. Complete the reform of Daxia's semiconductor industry within this year!
Once this kind of resource integration reaches cutting-edge technology, it will begin to appear unwieldy and clumsy.
Now Jiuzhou Technology is already painting dream cookies of aerospace, using robotics technology to deceive global users that this is mecha technology!
For such a company that cannot tell the truth in the high-tech field, I remain cautious but pessimistic about its future. "
The words of Mr. Rockefeller were very merciless, and he even clearly disparaged Jiuzhou Technology and other companies in Daxia.
At the same time, the three contestants who were previously kicked out of the "Omnic Crisis" Global Martial Arts Conference also gave strange hints in interviews with media reporters: "We did not enter the operation room inside the mecha to fight.
Mecha control is very simple for us, as if AI is controlling the machine on our behalf.
Oh, I'm not saying that mechas are lies, but for mecha control, we really don't experience the same control feeling as in the "Omnic Crisis" game. "
