Intel Just Lost $100 Billion: China Cut off Intel and Switches to Huawei and SMIC!

Описание: China Just Cut Off Intel: $100 Billion Wiped Out in 48 Hours!

Intel lost $100 billion in market value in just 48 hours—not due to a scandal or cyberattack, but because of a strategic shift in China’s procurement policy. Without a formal announcement, Beijing quietly removed U.S. chips from government systems through the “xinchuang” framework, targeting companies like Intel, AMD, and Micron. This hit Intel hard, as China made up around 29% of its revenue in 2024.

Intel’s decline has been years in the making. In 2011, it held nearly 80% of the global PC processor market, but by late 2024, that share had dropped to 57%, due to production delays and the rise of competitors. While rivals like AMD surged ahead, companies such as Apple and Amazon began developing in-house chips, further shrinking Intel’s customer base.

Meanwhile, Chinese tech leaders are advancing fast. Huawei’s Mate 70 Pro launched with a 7-nanometer Kirin chip made by SMIC, using older DUV technology and complex lithography—once thought impossible without EUV machines. Over 45 million Mate 70 units were sold within six months, and Huawei expanded to laptops by mid-2025. SMIC’s revenue jumped 47% year-over-year, fueled by national demand.

China’s “Clean Silicon” initiative aims to eliminate all U.S.-sourced semiconductors from critical infrastructure—like power grids, telecom, and defense—by 2027. By early 2025, 75% of key sectors had already begun transitioning to domestic chips. The government has committed 660 billion yuan (about $91 billion) to accelerate local semiconductor development.
In response, the U.S. launched the Chips and Science Act, pledging $52.7 billion to boost domestic chipmaking. Intel received $8.5 billion in grants and $11 billion in loans, planning a major plant in Ohio. However, delays have pushed completion to late 2026.

While Intel lags behind, TSMC and Samsung are moving forward with 3-nanometer and 2-nanometer chips. Intel’s 18A process is still not ready. Investor confidence is fading—Intel’s stock underperformed the PHLX Semiconductor Index by 31% over the past year. In early 2025, it laid off 1,250 workers, and OEMs like Dell and HP are preparing to raise laptop prices by 12–17% due to higher chip costs.

The chip war is no longer abstract—it’s reshaping global tech power. China is building an independent tech stack, inspiring other nations to follow. As costs rise and supply chains fracture, the real battle now is over resilience, speed, and who defines the next era of innovation.




#China #Intel #AI
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