Chapter 896 Someone Can't Bear It Anymore
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 stick 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 repeatedly reported that memory DRAM and flash memory NAND Flash chip stocks have been squeezed out by other companies in the industry due to the "inferior competition" of Daxia Enterprises, resulting in oversupply. In addition to Daxia Enterprises, other semiconductor memory leaders who were once Guo Jia's 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.
An 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 1023 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 SK Hynix executive 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 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 results documents...
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 tycoon 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 1060.
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.
"It is shameful and weak for the relevant departments of Daxia to completely rely on private enterprises such as Jiuzhou Technology to explore breakthroughs in the high-tech industry.
Although Jiuzhou Technology has made good technological breakthroughs in a short period of time, according to our investigation, it is all using the technology and equipment of other Xia-funded companies and even engineers from other companies and institutions. Otherwise, Jiuzhou Technology would not be able to complete the innovation of Daxia's semiconductor industry in three or four years!
Once this kind of resource integration reaches cutting-edge technology, it will begin to appear forceful and clumsy.
Now Jiuzhou Technology is already painting the dream cookies of aerospace, using robot technology to deceive global users that this is mecha technology!
For such a company that will not tell the truth in the high-tech field, I remain cautious but pessimistic about its future."
The words of the Rockefeller boss were very ruthless, and even clearly belittled Jiuzhou Technology and other companies in Daxia.
At the same time, the three contestants who were kicked out of the "Omnic Crisis" Global Martial Arts Tournament also hinted in an interview with the media reporter: "We did not enter the operation room inside the mecha to fight.
It is very simple for us to control the mecha, just like there is an AI controlling the machine on our behalf.
Oh, I am not saying that the mecha is a lie, but for the mecha control, we did not experience the same operation feeling as in the "Omnic Crisis" game."