the eight major international chip giants cut off supply and can only produce 65nm, Russian chips really can't stand it?
recently, because of the conflict between Russia and Ukraine, everyone has learned more about Russia, especially the chip industry.
the chips that Russia can produce at present, the process is still 65nm. Russia's chips above 95% + are imported, and basically have no self-sufficiency.
, because of the conflict between Russia and Ukraine, the world's eight major chip giants have stopped supplying Russia.
the eight giants are two respectivelyCPUgiantIntel,AMD, andGPUgiant English conveys. AgainARM,Qualcomm. Then came the foundry giantTSMC,Samsung, grid core.
so many people worry that Russia's chip industry will not be hit hard by this. However, some people also said that Russia is not afraid of the neck of the chip card, because there is no neck, and it does not need any chip.
but in fact, under the joint efforts of these eight giants, Russia's chip industry really can't stand it, not only the chip industry, but even many basic technology industries are in trouble.
Intel, AMD,Nvidiacut-off will deal a blow to the construction and operation of Russia's data centers, and then affect its entire Russian Internet and information industry. After all, these three giants currently account for about 95% of the world's shares in data centers.
the remaining 5% is occupied by ARM, but now ARM has also cut off supply, which means that chips based on ARM architecture will be cut off next. Without informatization and digitization, what should we do?
and Qualcomm's outage means that Russian mobile products will also be in trouble, such as mobile phone products, some game consoles, etc., and may even be used in the future.Qualcomm Chip's cell phone will also be cut off.
Russia's own process is 65nm at present, Russia can design chips up to 28nm, while 65-28nm chips are produced by Russia.
but in TSMC, Samsung, grid core are all out of supply, then who will help Russia produce more advanced chips than 65nm?SMIC, or other enterprises? I'm afraid there are many variables.
a small number of outsourcing chips in Russia also support the domestic industrial industry. Although there are not many, they still have a huge impact on Russia.
of course, according to some Russian technology companies, the current inventory can support for 12 months or more, but what if the inventory is used up? What will happen?
yearHuaweiincident, Huawei only had inventory available, and it lasted a long time, but in the end the mobile phone business was still greatly affected. Last year, it fell by 82%, which is the best example.
, after the eight major chip companies jointly cut off their supply, Russia's chip industry can't stand it with or without a neck, depending on how long the ban will last. Russia is naturally looking forward to ending the Russian-Ukrainian conflict as soon as possible, and then ushering in a turnaround, otherwise it will be very troublesome.