At present, the chip industry situation is unstable, but the risks and opportunities coexist. Global chip competition is intensifying, Intel, Qualcomm, Nvidia, AMD and other giants are increasing their efforts and scale, with their own technology and strategy to force, at this time the new pattern of global chip competition or will unknowingly change.

It is worth mentioning that the sensational industry for a long time the three chip giants acquisition case ushered in the end. In the end, AMD to about 50 billion U.S. dollars successfully acquired Xilinx (Xilinx), Intel finally to about 5.4 billion U.S. dollars to acquire high tower semiconductor, only Nvidia failed to acquire Arm as hoped.

After AMD acquired Xilinx, it has three major product lines of CPU+GPU+FPGA, and then announced the acquisition of Pensando, a cloud service provider, for about $1.9 billion, officially entering the DPU field. And Intel acquired Finland's Siru Innovations to further enhance its GPU technology capabilities. In addition, Broadcom wants to realize the "merging" of hardware and software, and intends to acquire cloud service provider VMware for $61 billion.

In recent years, with 5G, Internet of Things, automotive electronics, security and other technologies rapidly iterating, driving the transformation of consumer electronics, communications, industrial and other fields, expanding the overall demand for chips, followed by the outbreak of the epidemic, the world began to usher in the "lack of core tide".

However, in 2022, the situation of "lack of core" has changed. In late June, SMIC held its 2022 annual shareholders' meeting, and co-CEO Navy Zhao said that the supply of MCU, ultra-low-power, power management and driver products still exceeds the demand, and the production capacity is not enough to meet the demand of head customers. However, the market is changing and has changed from a "shortage of cores" to a structural shortage.

At present, PC, cell phones and other consumer electronics demand is weak, but some markets such as automobiles are still short of core, the global "core shortage tide" has gradually turned into a structural shortage. However, overall, the chip industry still maintains a high boom.

One of the most obvious features of the chip industry is that the technical threshold and barriers to entry are very high. As mentioned above, the global chip is undergoing a new change, in response to the changing market, companies in various fields also continue to tie into the chip industry, efforts to overcome the chip independent research and development and expansion of new areas of business, aimed at improving their own supply chain and occupy the competitive high ground.