The largest customer was sanctioned by the United States, and Taiwanese companies fell by the limit for 5 consecutive days.

After the recent introduction of the 2.3 trillion infrastructure plan policy by the US Biden administration, it was clearly stated that batteries, networks, and chips are all infrastructure, and they must compete with China in these areas! Recently, the United States once again put seven mainland Chinese supercomputing entities on the export control list, including the same customers of TSMC and SMIC on the island.

At present, after the introduction of this policy in the United States, although TSMC has limited impact from a single customer due to its large size, although its impression on it is not very big, there is still a certain impact. . However, Shichi is not so lucky. Since its largest customer is on the "entity list" and its revenue accounts for nearly 40%, the impact on its stock price is far greater than that of TSMC. At present, Shixin has continued to fall below the limit for five consecutive days, and its stock has been "cut in half" for five days, and its market value has evaporated by nearly 3 billion yuan. Shixin is really unable to bear it!

This time, the United States sanctioned four domestic CPU companies in my country on the grounds of the "Entity List", completely putting an end to Shixin's dream of breaking through this year's performance. According to Taiwanese media, investors were originally optimistic about Shixin. Chip's performance this year has increased by 20% to 30%, continuing to hit record highs. Unexpectedly, it suddenly encountered the "entity list" situation. Let TSMC and Sechip go further and further away from their own "rich man" development! After the release of the "Entity List", Sechip stated that it would suspend cooperation with Feiteng. You must know that Sechip is a partner that mainly supplies ASIC design services for Feiteng PC and server CPU products. Such a suspension not only caused Sechip to lose itself. 40% of revenue caused Feiteng to lose an important collaborator!

The purpose of the "underhanded move" of the United States' "Entity List" is very insidious. It is obviously to pave the way for its so-called infrastructure plan and rely on it for a long time. The United States has been using various means to suppress China's chip development. Even in the face of a global epidemic, there is such a shortage of chips around the world, and the United States is despicable with such harsh competition methods! Although our country has been technically blocked by the United States in the field of supercomputers, our country is still in a leading position in the world in this field. The unilateral suppression by the United States will not create "trouble" for us, but will make our country work hard and use Our wisdom breaks through America’s so-called “blockade” and makes it a joke!

As Chinese Foreign Ministry spokesperson Zhao Lijian said: "The containment and suppression by the United States cannot stop China's scientific and technological progress and development, but will only strengthen China's determination and will for independent innovation. China will take necessary measures to resolutely Safeguard the legitimate rights and interests of Chinese enterprises.”