Foreign media broke the news that the three major U.S. chip giants collectively "turned their faces".
In recent years, the United States has a strong impact on the global chip market"sticks"The old way, which stirred up the world with ills, turned out to be lifting a stone to shoot itself in the foot.
You know, chips are highly global products, the United States has basic technology advantages, Asia has advanced foundry technology, and Chinese mainland is a huge market. It can be said that each country and region plays an important role in the global wafer chain.
However, some time ago, the United States did not pay attention to morality, used its cutting-edge core technology, forcibly initiated the chip bill, frequently changed the chip rules, cut off the supply to Chinese companies, and even wanted to strangle China's semiconductor chips"Cradle"among them.
At the beginning of the chip supply outage, Microsoft founder Bill Gates warned: cut off Huawei's **, Huawei can't be defeated, but there will be more"Huawei", and at the same time cause more jobs to be lost in the United States. As Xu Zhijun said: Cutting off Huawei's ** will open a Pandora's box, and no company in the entire chip industry chain will be spared!
Bill Gates and Xu Zhijun's words proved to be correct, and they are now starting to become reality. Biden's one-yard restriction did not stop China from developing in the field of semiconductor chips, but made major American companies unbearable and began to express their attitudes, especially Qualcomm, Nvidia, and Intel.
First of all, in order to prevent the development of Chinese artificial intelligence and cloud computing and other fields, the United States changed the restrictions on chips some time ago after cutting off Huawei's high-end chips. AMD and Nvidia's high-end H100 and A100 GPU chips are included in the restrictions. This is a fatal blow to the commerciality of companies looking to make a profit, after all, Nvidia's A100 chip is worth about $10,000. In order to continue shipping to Chinese companies, Nvidia took advantage of the chip ban"Vulnerabilities", the Chinese version of the **H800 chip was manufactured.
Now, Nvidia has also officially confirmed: abandoning some unimportant performance, the rebuilt H800 is not restricted by the chip ban and can be shipped freely, especially suitable for export to Chinese companies. In the eyes of industry insiders, although the A100 was in the H800 version"Emasculation", but the overall performance has not changed much, but the data transfer rate between chips has decreased, which does not affect the overall performance.
Nvidia's approach to bypassing chip restrictions has given hope to many American companies. Especially when Intel's profits were declining, it started"Draw a scoop according to the gourd"Xi.
You must know that Intel, as the former PC processor leader, has monopolized the market for many years. Especially in the mainland market, it has made a lot of money over the years. But with the United States taking the initiative to provoke"Core Wars"Intel bore the brunt of shipment constraints, coupled with the downturn in the consumer electronics market. Net profit fell by 60% last year alone, and in 2023, Intel is under even more pressure with the rise of China's self-developed CPUs.
In order to prevent continuous performance degradation, Intel has launched two CPUs tailored for the Chinese market - i5-13490F and i7-13790F, making it clear that these two special CPUs are exclusively for the Chinese market.
It is worth noting that Intel is the Chinese market"Special offer"These two CPUs not only did not reduce the configuration and performance, but improved them, increased the cache, and the performance was stronger, but they were ridiculously cheap. It is, so to speak, for"Update", is willing.
However, in the eyes of domestic professionals, Intel's move is to seize jobs in the mainland market. Because, with the continuous update of chip rules, domestic CPUs have grown rapidly, such as Kunpeng, Loongson and other well-known domestic technology companies. Especially if there is"National team"Loongson Zhongke, known as Loongson, has reached the level of Intel's 11th generation CPU with its self-developed 3A6000, and its strength should not be underestimated.
Take Nvidia, Intel's"Bad taste operation"Qualcomm, as a smartphone chip giant, is also untenable. Due to the chip ban, Qualcomm was unable to export next-generation chips such as 5G to the Chinese market, resulting in a loss of $8 billion per year. But in 2023, Biden continues to revise chip rules, and before May this year, he cut off all supplies from American companies and Huawei, and it is expected that Qualcomm's 4G chips will not be shipped for free.
This is undoubtedly worse for Qualcomm, you must know that when prohibiting the export of high-end chips such as 5G, Qualcomm can also use 4G chips"Survival", and now this root"Survival"'s lifesaver is also going to be restricted, and Qualcomm can't stand it at all. Qualcomm has publicly called for unfair sanctions against Huawei in the United States, saying that Huawei's chips** are not affected by the chip rules.
The three American giants, Nvidia, Intel, and Qualcomm, are also normal for profit-seeking businessmen, and increasing restrictions will only make major chip export-oriented companies in the United States suffer more serious impacts. You must know that major American companies mainly originated in the United States, but they are all developed through the Chinese market, and they are inseparable from the Chinese market at all. It's like a fish out of water, you can't live!
The chip ban is a handful"Double-edged sword", which restricts Chinese companies' access to technology, restricts the development of Chinese chips in the field of cutting-edge technology, and also makes major U.S. companies significantly reduce chip exports. After all, chips are commodities, as long as they are sold through the market, they are valuable, so that enterprises can get more R&D funds and conquer more cutting-edge technologies. Old beauty"sticks"How to make it"Bloated"of U.S. core inventories are overwhelmed.
Qualcomm, Nvidia, and Intel, the three major American giants, have launched in the Chinese market"Special offer"products, some foreign media claimed: the three giants of the United States collectively started"Turn the other cheek"！
Both major U.S. companies want to launch in the Chinese market"Special"products, or the dissatisfaction of the main American giants with the rules applicable to tablets. We must adhere to the road of independent research and development, self-production and self-sales, and unswervingly promote the localization of global tablet PCs, in order to completely get rid of the quilt"Strangling"The fate. Only by mastering the basic technology in our own hands can we truly achieve self-reliance and self-reliance!
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