US own semiconductor industry is in a "death spiral" after Chinese export bans

Now it's official video: US own semiconductor industry is in a "death spiral" after Chinese export bans 現在是官方視頻: 中國出口禁令後美國自己的半導體產業陷入“死亡螺旋”

https://www.newyorkfed.org/research/staff_reports/sr1096
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr1096.pd
https://www.csis.org/analysis/collateral-damage-domestic-impact-us-semiconductor-export-controls
https://www.datacenterdynamics.com/en/news/former-asml-ceo-says-us-china-trade-war-is-on-basis-of-ideology/
https://www.bloomberg.com/news/articles/2024-06-18/us-to-seek-curbs-on-asml-tokyo-electron-support-for-china-s-ai-memory-chips

Analyses by the New York Fed and the Center for Strategic and International Studies confirm that US semiconductor companies are losing tens of billions of dollars per year in sales. In an 18-month period immediately following strict sanctions against US chip exports to China, US companies lost an average of $770 million in market capitalization, with $130 billion in lost market cap industry wide.

In company-specific examples, Micron has lost half of its revenues as a result of China export restrictions. Qualcomm will forego $10 billion in lost sales of 7-nanometer chips in 2024 alone, which are now manufactured by SMIC, a Chinese-based semiconductor firm.

The United States now faces strong challenges from companies in allied countries, who are resisting calls to further decouple from China's semiconductor market, the world's largest.

紐約聯邦儲備銀行和戰略與國際研究中心的分析證實，美國半導體公司每年的銷售額損失數百億美元。 在美國對華晶片出口實施嚴格製裁後的 18 個月內，美國企業市值平均損失 7.7 億美元，全產業市值損失 1,300 億美元。

就具體公司而言，美光科技因中國的出口限製而損失了一半的收入。 光是 2024 年，高通將放棄 7 奈米晶片銷售損失 100 億美元的損失，這些晶片目前由中國半導體公司中芯國際製造。

美國現在面臨來自盟國公司的強大挑戰，這些國家抵制與全球最大的半導體市場中國進一步脫鉤的呼籲.