Author: Gu Wenjun

The Chinese Women's Basketball Team has only achieved two losses and one victory at the Paris Olympic Games, and failed to qualify in the group.From the fifth place in the Tokyo Olympics, to the 2022 Women's Basketball World Cup runner -up, this Chinese women's basketball team was highly hoped.As a result, even the group could not qualify, it was regrettable.

As a fan who has always been concerned about the Chinese women's basketball team, I watched all the competitions in this series.Perhaps it is full of hope for basketball and this women's basketball team, and I have some thoughts.The lineup of such a powerful World Cup only achieves such results, and there may be causes of injuries, but even the group does not qualify, there must be deeper reasons.Most of the truths in the world are connected, and many lessons are worthy of summary.As fans and semiconductor analysts, I think these lessons are also worth learning from the semiconductor industry.

The Olympic trip to the Women's Basketball Team is dim, but there are highlights.The center Li Yueru scored 17.7 points and 11 rebounds, and the efficiency value was 21.7. Several key indicators ranked first in the team.Why is Li Yueru the only highlight of the entire series of the women's basketball team?

After the World Cup in 2022, Li Yueru joined the Turkish League in the 2023 season (the Global Women's Basketball League is the highest in WNBA in the United States, the Turkish Women's Basketball League is second). This year, he entered the WNBA League and has been working hard on the international high -level stage.Although the level of WNBA in the United States is high, the salary of players is not high, and the super -top salary is only 234,000 US dollars.Li Yueru gave up the annual salary of 4 million yuan in the Inner Mongolia women's basketball team, with an annual salary of 470,000 yuan in WNBA.This sets off the preciousness of Li Yueru's adherence overseas!

In 2023, the women's basketball team won the Asian Cup championship, thanks to the four WNBA players in the Chinese women's basketball team at that time.However, only Li Yueru continued to work hard at high -level overseas leagues after the Asian Cup, and competition with the highest levels. In the end, only Li Yueru improved the ball skills and maintained the game status.

No matter which field in, high -level competition can maximize competitive capabilities.Basketball is the same as the chip.In recent years, the semiconductor industry has been severely disturbed by geopolitics. We can think that the international cooperation attributes of semiconductors have decreased, but its international competitive attributes have not weakened at all.As an international industry that is fully competitive, we must cultivate chip companies that can compete with international companies on international companies on the international arena.

The semiconductor industry, like basketball, cannot recognize the gap without participating in international competition; if you do not compete on the same stage on the same stage, you cannot get substantial progress.If it is only inner rolls or closed doors, although it is accompanied by domestic peers, it seems that strong strength can be reduced to domestic opponents.But the gap between the flowers grew up in this greenhouse will only get bigger and bigger.

How to encourage more Chinese companies to go global, participate in international competition, and cultivate "foreign war inside" is a topic worth thinking about.International competitors have made rapid progress in the fierce international stadium, and Chinese chip companies cannot be relaxed and stagnant.The main battlefield of Chinese chips may be in the domestic market, but the main battlefield in the future must be in the international market, so now we must focus on the world.Moreover, Chinese terminal companies are constantly participating in international competition. As natural collaborators, Chinese chips must also go out.

Whether it is a player or a chip company, only when you come out can you feel the highest level of pressure in the industry, there will be the urgency of survival, there will be a motivation to fight, and there will be hope of winning.Even in China, it should not be closed, and it must be fully competitive.

Back in China, although WCBA has 18 teams, the competition is very insufficient.In recent years, outstanding players are mainly concentrated in Sichuan and Inner Mongolia teams.The two teams are superb, and the chickens are standing. As a result, the women's basketball players are too easy to play in the domestic league and basically have no pressure.The competitive state of the women's basketball team has retreated subtly in this low -intensity competition.

And the domestic league game is not large, the game is also small, and there are rich advertising endorsements, so playing in China can be described as "less money and more than home".Overseas languages ​​are not unreasonable and the environment is not so friendly. The competition in the team is fierce. Only by fate training and desperately competing can you get a chance to play.

As a fan, I can't blame the players' choices. After all, the athletes eat youthful meals. They are risky at any time to suffer from major injuries. It is rational to pursue practical interests.However, from the chip industry you live, the chip is a global competition industry. The good days of "less money and less money and getting close to home" must not continue, because this is a fully competitive and international competition industry.

If we have some companies, we can get a "friendly" domestic environment: to have a relationship with the government, we can get great support; make PPT and talk about concepts, and can also integrate it; even some markets have been being market.Crown is "autonomous and controllable", and you can also easily get orders.Perhaps in the short term, you can "lying down to make money" or "less money and more than home", but over time, there is no competitiveness.No one can lie on the credit book and let go of the high pillow. As a fast -moving industry, a product leads only the clouds, and there will be competitors to replace it at any time.

In some areas, because of various reasons such as security and special reasons, some thresholds need to be set up to form a closed market. It also hopes that it can be open to many domestic companies and form full competition.Otherwise, a few beneficiaries actively adapt to the closed market and do not consider the competitiveness of the product -busy channels and resources; they are unwilling to face international competitors (after all, this is the most cruel competition), and gradually abandon overseas markets.The entire industry lacks the vitality of open competition, and companies with the ability to go to sea over time will also be weak.

The Chinese Women's Basketball Team Olympic Games, as fans hopes that they will cheer up as soon as possible, focus on boldly going out in the future, trick with first -class opponents, and quickly improve themselves.It is hoped that they should not be trapped in the Chinese sports civil war and the disadvantages of laymans.Perhaps the relevant departments should also consider how to support women's basketball players out of the comfort circle and work hard on the international stage.Li Yueru is excellent, but as a team movement, only one Li Yueru is not enough.

Chip is a global competitive industry. Only the day of the Chinese core becomes the world core, can the Chinese core really succeed.Actively walking out to the outside world must also create an atmosphere of sufficient competition internally.If special fields are involved in national security, they can only be opened for domestic enterprises, and competition between many domestic enterprises should be allowed to form a fierce competitive market and cannot become an exclusive territory for several companies.Otherwise, over time, protecting national security has become the benefit of protecting specific enterprises and losing vitality in the domestic market.Just like the current WCBA, the powerful teams are the Inner Mongolia team and the Sichuan team. The league competition is not fierce enough, and the level of players' competitive level is naturally difficult to improve.

The competition of globalization will only have the opportunity to win on the global stage.In the past forty years, Made in China has risen in a high globalization background; in the past two decades, Chinese chips have grown rapidly with Chinese manufacturing marketing globally.Therefore, globalization has always been a key factor in the rapid growth of Chinese semiconductor.Now that Made in China is moving global, China core must also actively embark on the global stage. From the "National Games" to "Olympic Games" to compete for more medals and gold medals!

(The author is the chief analyst of the Shanghai Semiconductor Research Institutions Consolidate Research)