郭台铭终于想通了！千亿投资打水漂后放弃“美国梦”，带46台光刻机回国求合作

Core Insights - The article discusses the dramatic shift in the business strategy of Terry Gou, founder of Foxconn, as he returns to the Chinese market with 46 lithography machines, indicating a strategic correction after previously underestimating the mainland market [1][3] - It highlights the contrast between Gou's past decisions, such as investing in a liquid crystal panel factory in Wisconsin, which turned out to be a loss-making venture, and the need to reconnect with the core Chinese market [3][4] - The article emphasizes the importance of understanding market trends and core technological innovation for sustained growth, as demonstrated by BYD's rise in the automotive and electronics sectors, surpassing Foxconn [6] Company Strategy - Terry Gou's return to China is not merely about relocating equipment but signifies a renewed understanding of the importance of the Chinese manufacturing ecosystem and consumer market potential [3] - Gou's previous investments in the U.S. were criticized for being detached from the realities of the industry, leading to significant losses and a weakened connection to the Chinese supply chain [3][4] - The article points out that the gross margin for 5nm chips produced in Taiwan is 62%, while it drops to 8% in the U.S., illustrating the financial impracticality of U.S. production for semiconductor companies [4] Industry Trends - The narrative contrasts the fortunes of Foxconn with BYD, which has successfully built a complete industry chain through independent research and development, highlighting the critical role of core technological capabilities in market resilience [6] - The article suggests that companies must maintain humility and a deep understanding of market dynamics to thrive, as the Chinese market is no longer a "cash cow" but requires respect and commitment [6] - It concludes that the lessons from Gou's business journey reflect broader truths about corporate survival and growth in a changing economic landscape [6]