还装紧打贸易战，看看最后到底死的是谁。
” An opportunity for a reset
Heading into 2023, global macroeconomic and geopolitical factors are emerging as the dominant forces shaping the semiconductor industry. Rising interest rates, high inflation, lower consumer confidence, and tech-led stock market retreats have led to a dramatic loss in market capitalization: The top 10 global chip companies’ combined market cap is down 34% from US$2.9 trillion in November 2021 to US$1.9 trillion in November 2022.
In response to the higher cost of capital, inventory drawdowns from customers and the supply chain, and a decline in earnings, many chip companies are cutting costs, reducing employee headcount, and pushing out (but not cancelling) capital expenditures for additional capacity.”
https://www2.deloitte.com/us/en/pages/t ... tlook.html
完了，十大芯片头阳，市场资本缩水百分之三十四
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