The recent sluggish demand for terminal products such as smartphones and tablets, the rise of bitcoin and other virtual currency booms, and the influx of warmth for first-tier technology companies. Not only have TSMC and other foundries benefited greatly, but they have also led chip makers such as Crystal Haoke and Wanghong. And silicon IP service providers such as creativity, as well as MSI, Yuxun and other card factory performance warm call.
The industry pointed out that virtual currency is a recent indicator of global technology industry and stock market sentiment. The industries involved range from wafer foundry, memory and other large industries, to sub-industries such as boards and silicon IP, and the mainland is also a virtual currency such as Bitcoin. The huge source of mining orders will not only affect the Bitcoin transaction, but will also affect the performance of related technology companies.
The speech of the People’s Bank of China Governor Zhou Xiaochuan during the two sessions has revealed the official attitude of the mainland’s official attitude to the virtual currency. He said that if the digital currency is speculative, it would be a good thing for people to have one night’s riches. This is not a good thing; In China, it does not meet the direction of serving the real economy. In the future, the virtual currency will be dynamically supervised.
The increasingly fierce atmosphere of official management in the mainland has recently been discussed by many Bitcoin players on Weibo. The external attitude of the local mining machine’s main suppliers has also become low-key.
Wu Jie Han, the founder of Bitcoin, the world's leading bitcoin mining leader, revealed that he is optimistic about the regulatory authorities, but it is not to say that Bitcoin is trying to develop measures to deal with risks and plan to enter the artificial intelligence (AI) chip. Investment in the blockchain field, while accelerating overseas deployment.
Bitland has previously set up R&D centers in San Francisco, Israel and the Netherlands. In early 2018, the company's overseas deployment pace has accelerated significantly. It has set up branches in Switzerland and built regional headquarters in Singapore. Another source said that the Bit Continental is working on Canada is looking for a suitable location to start a new mine.
Market participants believe that the release of Wu Jiehan’s message and the related layout of the Bitland has vaguely revealed that Bitcoin will be subject to strict government control sooner or later, so Bitland needs to find a way to find new exports.
It is understood that mainland officials have ordered the closure of the local bitcoin mining business following the request for the closure of the domestic virtual currency exchange in September last year. The time falls at the end of this year.
In addition, the mainland is holding CPPCC and National People's Congress “two sessions” meetings. The market may be rumors that new policies may be offered for virtual currency after the two sessions, and it is not ruled out to strike hard in advance. This news has also made the local mining machine makers more cautious recently and is closely watching policy trends. .