“Huang Renxun: Impact of US-China Trade War on Chip Industry and Huida’s Explosive Q2 Forecast”

Huang Renxun, the founder of Huida, mentioned in an exclusive interview with the Financial Times (Financial Times) recently that the impact of the US-China trade war on the chip industry. He said that if US companies cannot do business with the mainland, it will cause huge losses to US companies. He also mentioned that it is theoretically feasible to manufacture chips outside of Taiwan, but the mainland market cannot be replaced.
(Recap:Nvidia’s Q2 financial forecast shocked Wall Street, and its stock price soared 25%!Huang Renxun: AI chip orders are exaggerated）
(background supplement:Opinion” Handed over 100 times the stock price in 10 years, how will Nvidia Huida embark on the road of AI chip overlord?）

beautifulNational graphics chip manufacturer Huida (Nvidia) released its first quarter financial report this week, giving an explosive forecast for Q2 revenue, which is expected to increase by 64% to a record US$11 billion, far exceeding the expected 7.1 billion Shengsheng’s stock price soared 24%, the largest single-day increase in history, and it has a chance to become the first chip company in the world to enter the trillion-dollar club.

At the same time, Huang Renxun, the founder of Huida, has also become the most popular topic today. His net worth has soared by 6.37 billion in one day, and his current net worth has exceeded 34 billion US dollars (about one trillion Taiwan dollars).

He currently ranks 37th on the Bloomberg Billionaires List.

Huang Renxun: Chip manufacturing does not necessarily have to be in Taiwan, but the Chinese market is irreplaceable

Huang Renxun recently accepted the British “Financial Times” (Financial Times)mentioned in the interviewthe impact of the US-China trade war on the chip industry, he admitted that the export control measures of the Biden Administration (Biden Administration) have tied Huida’s hands and feet, preventing it from selling advanced chips in Huida’s major market, and even using Chipmakers in Silicon Valley describe the current situation as if “our hands tied behind our back” (our hands tied behind our back).

Huang Renxun has repeatedly emphasized that China accounts for about 1/3 of the U.S. technology industry market. If U.S. companies cannot do business with the mainland, it will cause huge losses to U.S. companies, and mentioned,In theory, it is feasible to manufacture chips outside of Taiwan, but the mainland market cannot be replaced.

In addition, Huang Renxun also warned that the imposition of sanctions by the United States will stimulate the mainland to develop advanced chips on its own, and Huida will also face fierce competition as a result.

If we are deprived of the Chinese market, we will be helpless, because there is no other market that can replace China.

If China can’t buy from the US, China will just make the chips itself, so the US has to be careful. China is a very important market for the technology industry.

Further reading:Micron Chip War Continues” U.S. Congressman Demands to Block China’s Changxin; Apple and Broadcom Sign Billion Magnesium 5G Supply Agreement

Taiwan’s Dilemma in the Semiconductor Industry

It is worth noting that Huang Renxun’s remarks also reflect Taiwan’s current predicament in the semiconductor industry. The “Financial Times” pointed out that Taiwan is one of the world’s largest semiconductor foundry manufacturers, and many internationally renowned technology companies outsource production to Taiwanese semiconductor manufacturers, such as Taiwan Semiconductor Manufacturing Company (TSMC).

These companies rely on Taiwan’s manufacturing capabilities for a wide range of electronic products, including smartphones, computers, auto parts and more.

However, possible military action across the Taiwan Strait increases geopolitical risks. In the event of a military conflict, Taiwan’s semiconductor manufacturing facilities and supply chains could be severely disrupted. Even the stock god Warren Buffett (Warren Buffett) has previously stated that it was because of geopolitical factors that he liquidated his TSMC holdings.

Further reading:Nvidia releases “chip industry nuclear bomb” to TSMC! AI accelerates wafer manufacturing process, TSMC imports in June

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Nvidia’s Q2 financial forecast shocked Wall Street, and its stock price soared 25%!Huang Renxun: AI chip orders are exaggerated

Nvidia releases “chip industry nuclear bomb” to TSMC! AI accelerates wafer manufacturing process, TSMC imports in June