The Semiconductor Industry Association (SIA), an organization representing 99% of America’s chip companies, understands how important national security is. I believe Restrictions on potential hostile nations could hurt the entire U.S. semiconductor industry.
After the US government imposed tough sanctions on China’s chip and supercomputer sectors, various semiconductor companies lost nearly $240 billion in stock value almost overnight. Victims include electronic design automation (EDA) tool developers, chip designers, wafer fabrication equipment (WFE) manufacturers, and chip manufacturers. Without funding from Chinese customers, the U.S. semiconductor industry would certainly survive and thrive. When Those, it will develop faster, SIA points out.
“U.S. Semiconductor Companies,”virtuous cycle“Innovation includes significant investment in research and development and access to global markets,” said the SIA press release. in any industry. ”
China is big business for everyone involved. Below is an example.
Cadence provides EDA tools to thousands of Chinese chip and motherboard developers, Applied Materials sells a ton of WFE tools to companies like SMIC and Hua Hong, and Nvidia has a ton of artificial intelligence and high-performance computer accelerators. to companies such as Baidu. Finally, US citizens who work for Chinese companies earn big salaries while holding executive positions. However, they were all subject to severe restrictions imposed by the US government.
SIA made several points in its press release, which are fully explained in a more detailed document filed with the US Department of State’s Bureau of Industry and Security (BIS). One of them is layoffs at Lam Research. Approximately 1,300 people (However, it seems that some of them outsource the production of tools to other countries). It looks like this is just the beginning, and while his WFE companies in the US like Applied Materials have yet to release a report, expectations aren’t good.
