The news that ZTE (31.310, 0.00, 0.00%) was sanctioned by the United States spread across the streets, and the US Department of Commerce announced that American companies would be banned from selling equipment and technology to ZTE for the next 7 years. At present, China's high-end semiconductor chips are extremely dependent on imports from the United States, and almost no alternative can be found, there is no doubt that ZTE's business and development will be greatly affected in the next few years.
Some fund companies sharply lowered ZTE's share price, down by nearly two daily limits. At the same time, the outbreak of the ZTE incident also made many people realize for the first time that chips are so important to us. In China, which chip companies are likely to break through? In China, which chip companies are likely to break through? And what are the potential semiconductor chip concept leaders?
This paper ban in the United States has put the semiconductor chip industry in the spotlight. What is a chip? What is the current market landscape? What are the relevant listed companies? This article aims to address those questions.