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Fabless: semiconductor industry chain faces remodeling


Release time:

2024-03-03

The rise of the Fabless model is a typical representative of global cooperation and win-win, facing change. The most important product of globalization over the past 30 years has been the chip industry.

The rise of the Fabless model is a typical representative of global cooperation and win-win, facing change. The most important product of globalization over the past 30 years has been the chip industry, and the results of this collaboration (exponentially lower chip costs, and exponentially higher chip performance) have indeed underpinned the rapid growth of the global economy over the past 30 years. However, the United States has a great deal to break this trend, on the one hand, to suppress China's access to the most advanced semiconductor technology (China has the world's largest semiconductor demand market), on the other hand, to accelerate its own short board such as Fab migration to the United States. In the past 30 years, everyone has chosen to cooperate and ushered in a win-win situation. In the next 30 years, it is likely that collaboration will decrease and everyone's common welfare will decrease. With this, the development of the chip industry will slow down, and the speed of technological innovation will slow down, from the theory of progress to the theory of cycle. Another aspect of the change is that system integration companies are becoming stronger and stronger. Companies such as Apple and cloud computing Amazon have begun to develop their own chips in an all-round way, which will undoubtedly have a significant impact on other players in the industry other than Fab.