Is there a ghost in my heart? US giants accelerate their withdrawal, foreign media: a chain reaction of the Meiguang incident has emerged

Jay Chou - sunny day_ 20231917136. mp34:29From the Science and Technology New Knowledge MuseumThis article is original, please do not plagiarize or move, violators will be held accountableIn order to do business in China, American chip companies took great pains to launch special A800 and H800 chips to fill the order of high-end GPU chips that cannot be shipped

This article is original, please do not plagiarize or move, violators will be held accountable

In order to do business in China, American chip companies took great pains to launch special A800 and H800 chips to fill the order of high-end GPU chips that cannot be shipped. Intel has provided customized chips for Chinese computer manufacturer Baode and listed its mid to low end processors on the "OEM" market in China.

However, there are also American chip giants accelerating their withdrawal, such as Marvell cutting off all Chinese research and development teams and establishing research and development centers in Vietnam. Foreign media have stated that the Meiguang incident has a chain reaction.

American companies account for more than half of global chip sales, and almost all mainstream chip products on the market are from the United States. For example, Qualcomm Snapdragon processors for mobile phones, Intel Core for computers, and AMD Relong CPUs have formed a strong dominant position.

And most of these chips are sold in the Chinese market, which has a very large sales market, with annual chip imports exceeding crude oil. With the rapid development and application of 5G, artificial intelligence, Internet of Things and other emerging technologies, China's chip market has a very broad prospect.

It is expected that by 2025, the size of China's semiconductor market will reach approximately 300 billion US dollars. Therefore, the Chinese market is something that American chip companies cannot miss, and in order to sell chips to China, American companies can be described as putting in a lot of effort.

Nvidia's A100 and H100 high-end GPUs were restricted from shipping to Chinese customers by the United States, so Nvidia launched special chips A800 and H800, reopening the Chinese market.

Intel also entered the Chinese market through "OEM". In early May, Chinese computer manufacturer Baode released a chip product, Powerstar (Burst Core), with the chip model PSTARP3-01105.

Baode claims that this chip is "independent innovation", but after evaluation, it is found that this chip is a copy of the Intel Core i3-10105 processor. Except for the different name and core, the other configurations are almost identical to the Core i3-10105. In the end, Baode also admitted that this was a customized chip from Intel.

From this, it can be seen that Intel has disregarded the brand in order to allow chips to enter the Chinese market, even if it is a "OEM" listing, as long as it can make money.

The Chinese market is so huge that it is indeed worth the competition of American chip giants to layout. However, some American chip giants have accelerated their withdrawal, establishing research and development centers outside the Chinese market, and also laying off their research and development teams in China, such as Marvell.

Marvell is a global leading semiconductor company in the United States, mainly dedicated to designing and producing high-performance, low-power, and high reliability semiconductor products, including chip products in the fields of storage, networking, wireless communication, and other fields.

Marvell has multiple research and development centers and production bases worldwide. Originally, Marvell also established a research and development center in Shanghai, but from now on, Marvell will no longer have a research and development center layout in China.

According to Marvell's actions, China's R&D team has been completely removed, and instead increased investment in Vietnam and recruited local engineers to form one of the four global R&D centers. Vietnam is a small country, and there is a significant gap in the number and quality of engineers compared to China. Why did Marvell come to Vietnam?

Foreign media have stated that a chain reaction of the Meiguang incident has occurred. Micron Technology has not passed the network security review in China, and has been excluded from the key Information infrastructure manufacturers in China.

In the view of foreign media, China's move to Micron Technology means that the market access conditions are stricter and the opportunities for American enterprises are fewer. So the related chain reaction is causing some foreign companies to accelerate their withdrawal and invest in other places.

It can only be said that this view is inaccurate. Micron Technology was reviewed because it violated the market rules, touched the red line of the rules, and damaged the interests of the Chinese market. If Micron Technology is comfortable with its business, there will be some problemsOf course, they won't be targeted by China at all.

So Marvell may have some ulterior motives when investing and deploying in Vietnam, and he has also done some unseen things. He wants to be prepared in advance in case of the future. Perhaps someone has said that this is just speculation, Marvell may not have done anything. If we pay attention to the layout of Micron Technology in the Chinese market in recent years, we won't say so.

At its peak, Micron Technology accounted for 58% of its revenue in China, and now only 11%. This shows that Micron Technology is increasingly less dependent on the Chinese market. In addition, Micron Technology cut its research and development team in Shanghai early last year and invested in building a sealing and testing plant in India. Every move is very similar to Marvell now.

Micron Technology has long been prepared for the disclosure of the event, and has invested in the factory in Southeast Asia. If it's not a coincidence, Marvell also intends to reduce its dependence on the Chinese market.

No matter what Marvell left for, the Chinese market will continue to operate as usual and will not stop due to the lack of a particular company. As long as the Chinese market remains open, more and more foreign companies will invest in China. Foreign media will never succeed in using Micron Technology to divert their attention and discredit the openness of the Chinese market.

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