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2,116近日美国又一家芯片巨头NVIDIA发布了二季度的业绩预告，业界预告显示营收环比下滑19%，这已是美国诸多芯片企业当中又一家公布了衰颓的业绩，显示出如今的美国芯片竞争力已在快速下滑。 NVIDIA的业绩预告显示作为增长发动机的服务器芯片业务已陷入停滞，二季度服务器芯片业务的营收为38.1亿美元，与一季度的38亿美元差不多；与游戏相关的业务则大幅衰退，这是导致它业绩下滑的主要因素。 业绩预告显示NVIDIA二季度的游戏相关业务营收大约为20.4亿美元，较一季度的36亿美元大跌43.3%，该项业务也创下了近6个季度以来的新低，正是由于游戏业务的大幅衰退，导致它整体业务收入增速的大幅放缓，而此前5个季度它曾保持超过45%的增速。 其实这已不是第一家美国芯片企业公布衰颓的业绩了，此前的Intel更是公布了亏损的业绩。Intel公布的二季度业绩显示营收同比下滑22%，净利润为亏损4.54亿美元，这是它数十年来的首次亏损。 还有高通公布的二季度业绩显示营收环比下滑2%，众多美国芯片企业纷纷出现业绩不佳，凸显出曾经如日中天的美国芯片如今正陷入麻烦当中，或许正是美国方面看到了美国芯片的处境不妙，才不得不大举补贴这些芯片企业。 导致美国芯片陷入如今窘境的原因，应该说与2019年以来，美国的举措分不开。2019年美国对华为采取措施，由此导致全球各个行业的企业都担忧芯片供应问题，因此全球芯片企业纷纷囤积芯片，打乱了芯片产业的秩序。 美国芯片曾因此而享受了近两年的好时光，正如上述的NVIDIA业绩曾连续数个季度大幅增长，美国模拟芯片、射频芯片行业都取得了利润的大幅增长，然而这终究是人为因素造成的，并非是市场需求激增所致。 由于美国的做法，品牌企业大举囤积芯片，推动芯片价格上涨，投机资本加入进一步推升了芯片价格，甚至部分芯片价格上涨百倍。由此全球各国都开始担忧芯片供给问题，纷纷扩张芯片产能，全球规划了86个芯片生产项目，如今已有35个项目投产，芯片迅速从供给不足向供给过剩转变。 其中中国芯片的发展更是让美国芯片备受压力，中国是全球最大的芯片采购国，2021年中国采购了4000亿美元的芯片，占全球芯片市场的份额高达六成，但是今年前7个月中国进口的芯片却减少了430亿颗，而上半年的芯片出口量却增长了超过两成，显示出中国不仅提高了芯片自给率，还开始对外出口芯片。 中国的芯片进口减少，而芯片出口在增加，这对于占全球芯片市场近五成份额的美国芯片来说无疑相当不利，有中国芯片企业就表示它的芯片具有美国同类芯片的功能，而价格却只有它的四分之一，给美国芯片造成了巨大的压力。 相比之下，在美国的压力下，中国芯片行业迎难而上，大举扩张芯片产能，在射频、电源管理、滤波器等诸多芯片种类方面都打破了空白，导致美国芯片曾经拥有的垄断优势正在不断被削弱。 在2019年美国采取行动的时候，就有业界人士指出美国的做法最终将是捧起石头砸自己的脚，如今美国芯片陆续给出不佳的业绩，意味着美国芯片行业正在承受这种后果。<\/p>\n","protected":false},"author":1,"featured_media":47288,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":[]},"categories":[6],"tags":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/theasiaweb.com\/wp-content\/uploads\/2022\/08\/e3b9c636ba2c438cb22847aaf3509298_\u526f\u672c.jpg?fit=700%2C385&ssl=1","views":"","jetpack-related-posts":[{"id":44394,"url":"https:\/\/theasiaweb.com\/2022\/07\/06\/%e7%be%8e%e5%9c%8b%e6%90%ac%e8%b5%b7%e7%9f%b3%e9%a0%ad%e7%a0%b8%e8%87%aa%e5%b7%b1%e7%9a%84%e8%85%b3%ef%bc%8c%e5%8e%bb%e5%b9%b4%e4%b8%8d%e8%b3%a3%e6%88%91%e5%80%91%e8%8a%af%e7%89%87%ef%bc%8c%e7%8f%be\/","url_meta":{"origin":47268,"position":0},"title":"\u7f8e\u570b\u642c\u8d77\u77f3\u982d\u7838\u81ea\u5df1\u7684\u8173\uff0c\u53bb\u5e74\u4e0d\u8ce3\u6211\u5011\u82af\u7247\uff0c\u73fe\u5728\u537b\u53c8\u6c42\u8457\u8cb7\uff1f","date":"July 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