The pain of the chip refracts the crippling reality of domestic TMT industry

In these two days, ZTE, which was in the front-line camp of high-tech companies in China, faced the embarrassing situation that the United States might be penalized because of a penalty.

In recent years, based on Internet technology, China has established a relatively large number of population bases and relatively complete network infrastructure. In the areas of online shopping, travel, instant messaging, online video, and even online lending, China has produced a batch of products in a short period of time and even produced a number of estimates. A valuable startup company. In the world ranking of unicorn companies, China’s share is not inferior to developed countries such as Europe and the United States. In some consumer-grade hardware, China has also made breakthroughs. Its market share has steadily increased, achieving low-end, mid-end, and high-end full-line coverage; while security companies represented by Hikvision, Dahua shares have dominated the global surveillance market for many years. However, all this The results, in the face of news that the supply of core chips may be blocked, immediately appeared pale and powerless.

If the basic technology and application scenarios are the legs of the technology, media, and communications (TMT) industry, China is currently in a lame state. In these years, the direction of capital chasing is a variety of outlets. Once a popular project emerges, each road The capital has embraced it. The application scene is soaring. At the same time, hundreds of companies can engage in microblogs. Thousands of companies engage in group purchases. The use of shared bicycles is not enough for color. Sending food for sale requires the user to occupy the market. , is the innovation of application scenarios, can be achieved through micro-innovation, rapid harvesting of traffic, users, in order to achieve high efficiency through the capital market, with a short period of quick results. And basic technologies need to work silently for a long time, and even need the power of the whole country. The income may be high, but the risk of failure is equally not small. Not to mention the real world temptation of being the same as food and man, but also being exposed to the real estate temptation of real estate. Under the trade-offs between the pros and cons, it leads to a dearth of basic investment. Take chip as an example, how much account China owes The occupation rate of core integrated circuit domestic chips, especially industrial, medical, and military-grade systems, there are still several categories in the blank state. The highest amount of imports a year 'commodity', neither oil nor soybeans, but the chip. Not polite to say, the chip called the Achilles heel of China.

Of course, technological advancement is for a better life. The achievement of the application scene cannot be denied, but the signs of false fire should be vigilant. The investment in basic technology should no longer be ignored or even ignored. Although China’s economic scale is already the second largest in the world, After all, it is not enough to win respect in the international competition by relying on showing off the delivery boxes sent around the globe.

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