11/23/2024, 12:21 PM UTC
五年后再看国产芯片，豁然开朗A Look Back at Domestic Chips in 5 Years: A New Perspective
<p>➀ 作者讨论了大基金三期的成立及其对投资方向的可能影响。</p><p>➁ 作者提到中芯国际联合首席执行官梁孟松最近的低调，并反思了自己关于梁的文章。</p><p>➂ 作者预测在极端情况下，苹果、英特尔和高通可能会首先倒下，英特尔已经处于困境之中。</p><p>➃ 作者强调2024年手机芯片市场的变化，联发科、高通、苹果和紫光虎贲（虎贲的最大客户是传音）位居前四。</p><p>➄ 作者反思了中芯国际及其创始人张汝京面临的挑战，以及梁孟松领导下中芯国际的潜力。</p><p>➅ 作者讨论了芯片行业的科技进步以及国内需求对中国的重要性。</p><p>➆ 作者分析了中芯国际的战略及其实现先进制造能力的野心。</p><p>➀ The author discusses the establishment of the third phase of the major fund and its potential impact on the investment direction.</p><p>➁ The author mentions the recent low profile of Liang Mengsong, the co-CEO of SMIC, and reflects on the article he wrote about Liang.</p><p>➂ The author predicts that under extreme circumstances, Apple, Intel, and Qualcomm may be the first to fall, with Intel already struggling.</p><p>➃ The author highlights the changes in the mobile chip market in 2024, with Mediatek, Qualcomm, Apple, and Unisoc's Zhujin taking the fourth place.</p><p>➄ The author reflects on the challenges faced by SMIC and its founder Zhang Yujing, and the potential of SMIC under the leadership of Liang Mengsong.</p><p>➅ The author discusses the technological advancements in the chip industry and the importance of domestic demand in China.</p><p>➆ The author analyzes the strategy of SMIC and its ambition to achieve advanced manufacturing capabilities.</p>
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