HPDBC Chapter 273 The Wind Of The Lighthouse Country’S Stock Market Hits Big A
Chapter 273 The Wind Of The Lighthouse Country’S Stock Market Hits Big A
Everyone analyzes that semiconductors will definitely rise sharply.
But at the same time, we are also predicting which companies can buy 7-nanometer lithography machines with 100 million points, and which ones will be the main force for the surge.
Which companies are likely to become the main force in China's chip processing in the future.
It can even become a company like Taipower.
In a video posted by a blogger, he predicted.
"Couliang, Ali, and Huapian will definitely buy photolithography machines. After all, they are quite eager for this."
"Alibaba and Huaban have been developing their own chips, and they definitely want to obtain photolithography machines to complete independent processing and testing."
"In this way, their chip design capabilities can be quickly improved."
"You must know that a mature chip is not so easy to develop. First, you need to design the design drawing of the chip, and then tape out to know the specific performance and shortcomings that need to be improved."
"After the test is completed, the design will be modified accordingly."
"And this entire process will take at least several months or even half a year to complete."
"They basically need to find a certain Taipower to schedule the tape-out, which takes a lot of time."
"Now if they purchase Yidian Semiconductor's 7-nanometer lithography machine, they can quickly conduct verification."
"In the development of such a chip, the tape-out process will be shortened to ten days and a half, so that it can be iterated quickly."
"Rapidly improve their chip design capabilities, and the performance of the processed chips will become more and more powerful."
"Coarse grains are originally integrators of mature technologies. Now that lithography machines are about to become a mature industry in China, they should also want to buy them. After all, they focus on cost performance, so the cost of chips will drop a lot and market competitiveness will become stronger. .”
"After all, the flagship phones of Huaban are now priced at 3,999 yuan. If we don't make changes, low-end phones may not be able to survive."
"After all, the prices of many low-end phones will drop again in the future."
"Think about it, with the large-scale sales of Yidian semiconductor lithography machines, improved chip capabilities, and lower prices, how intense will the competition among low-end machines be."
"So Coarse will definitely buy photolithography machines."
"As for other mobile phone manufacturers, I'm not sure. It's possible that several of them will purchase and use them together. This can save costs and concentrate resources."
"As for Central International, I don't know. After all, they may have some technical reserves of their own, but they have not announced them. Maybe they are about to break through the difficulties of lithography machines."
"There are also chip processing industries in other industries. Those companies that do not have this gene are unlikely to join this industry."
"There is another company that needs to focus on at that time, which is BYD. They already have their own chip industry, so they are estimated to be strong competitors in the 7-nanometer lithography machine. After all, they have mature technology. Once they obtain With the 7-nanometer lithography machine, their automotive chips will definitely be able to be quickly iteratively produced. By then, the performance of BYD’s automotive chips will be greatly improved, and the intelligence of the vehicle will be greatly optimized.”
"If I'm right, please follow me."
The content of this video has been approved by many people and they think the analysis is indeed good.
Hence the numerous messages.
[I think what the blogger said is very pertinent. The pattern of China’s chips will really change in the future. 】
[Beijing electric cars are already very popular now. If you get a 7nm lithography machine and upgrade the chip, the experience will really be greatly improved. I dare not say that the Feixuan car will exceed 100 million points, and it will exceed the Tera La estimation problem. Not big. 】
[Haha, as a thousand-yuan mobile phone owner, will I be able to use very good chips, such as Kirin 980, in the near future? Even 9000]
[I don’t think this is a dream. If it weren’t for the sanctions, Huaban’s Kirin 980 chip would have been distributed to thousand-yuan phones, and 9000 could be used in phones worth 2,000 yuan. 】
[I just want to ask why the video blogger didn’t mention penguins. 】
[You upstairs are a bit confused by this. I thought for a moment that all Penguin’s products seem to have nothing to do with chips and semiconductors. 】
[Upstairs, you are wrong. A good chip will be a bonus to the game. However, when the time comes, the chip performance will be limited. Ordinary players can use 50% of the performance, VIPs can experience 80% of the new capabilities, VVIP can experience 90% of the performance, and SVVIP can experience 100% of the performance. 】
[The truth is here, brother. 】
[No more talking, tomorrow will hit the semiconductor industry hard. 】
The night passed quickly, and the time came to 8:30 in the morning.
Countless investors are looking at the market and looking at semiconductor-related industries one after another.
Yesterday, the overseas semiconductor market experienced ups and downs.
It's really wonderful.
Everyone is checking various financial news, and forum posts are also flying.
The stock markets in Ouzhou, Lighthouse Country and other places around the world were in turmoil, and all fell sharply.
It even triggered a circuit breaker for a while and then fell again.
However, in the later period, with the release of information from some leading companies, the market's confidence was restored.
The stock market rose a bit again, and eventually multiple stock market indexes fell by 3.1%-4.6%.
Looking at this information, China's various financial institutions and stock investors reacted completely differently than usual.
If they had seen the Lighthouse Country drop so sharply, they would have been worried, fearing that Big A would also take a big plunge in the beginning.
I just want to seize the time and run away.
But this time their confidence in the market is completely different.
He just waited for the stock market to start, and then they rushed into the stock market with all their strength.
Buy some leading semiconductor companies or related companies.
Only in this way can we keep up with this wave of dividends and China's semiconductor core competitiveness will rise.
We have very good advantages all over the world, absolutely great benefits, and we no longer have to be stuck by foreign countries.
Although it is not an absolute leader, the chips produced by 7-nanometer lithography machines can satisfy 90% or even 95% of the market.
All of these are just the achievements of Yidian Semiconductor within half a year of its establishment, and it will definitely not stop here in the future.
It will definitely not take long to be number one in the world.
One year?
Two years?
Or will we be able to surpass it in another half a year?
Therefore, everyone is optimistic about the domestic semiconductor industry.
At the same time, everyone is also very curious about which companies can obtain Yidian Semiconductor's lithography machines.
As long as you get a photolithography machine, you will definitely be the absolute leader in this wave of dividends.
Several consecutive daily limits are definitely not a problem.
If we can sign a long-term contract with Yidian Semiconductor, more than a dozen daily limits will not be a dream.
The time came to around 9 o'clock, and the collective bidding began.