In the current globalChipsAgainst the backdrop of a market downturn, mostlyChipsBusinesses have been hit hard, especially in the United StatesChipsMagnate. However,NvidiaThere is an exception. NvidiaSuccessfully seized the rise of artificial intelligence and became a winner in the AI era. However, even so,NvidiaThere are also some challenges.
NvidiaofChainThe system is very complex, covering 35,000 components from all over the world, 80% of which are made of:TSMCand itsChainOffer. This means:NvidiaDependence on globalization is still maintainedChain。Although the United States has been trying to rebuild in recent yearsChipsmanufacturing capacity, and build accordinglyChainto achieveChainbut this goal is difficult to achieve, especially in the short term is almost impossible. Jensen HuangRepresentation,Chain's independence is very challenging, which clearly expresses his dissatisfaction with the United States' interference in the industrial chain.
NvidiaIt can become the darling of the AI era, mainly because of its focus on GPUsChipsR&D and sales. gpuChipsIt can effectively improve computing power, which is exactly what is needed for AI development. However, despite thatNvidiaAIChipsVery good, but it's just oneChipsDesign quotient,ChipsThe manufacturing work needs to be handed overOEMbusiness to carry out, 80% of themOEMfromTSMC, and the rest is made up ofSamsungOEM。It is precisely because of the American oneChipsBusinesses are overly dependent on foreign countriesOEMUnited States**Aware of the potential risks, they began to rebuild their homelandChipsManufacturing capabilities.
To this end,United States**Actively promoted and adopted oneChipsbill, allocating $52 billion to support the homelandChipscapacity development, and through subsidies and pressureTSMCSamsungand other wafer manufacturers in the United StatesChipsFactory. AlthoughJensen HuangInterference in the United StatesSemiconductorsThe industry is dissatisfied, but he still supports the development of the United StatesChipsFabricate. Recent statements suggest thatNvidiaIt is planned to be manufactured in the U.SChips, exceptTSMCIn addition to the factory, it is also considered to beOEMThe order is handed overIntel。This news is forTSMCIt may not be good news, becauseNvidiaofOEMOrders may be diverted.
Jensen HuangDissatisfaction with the intervention of the United States, mainly because of the series of actions implemented by the United StatesChipsThe restrictive measures, which have raised the restrictive standards twice in a row, have a direct impactNvidiaShipments to Chinese companies. NvidiaPreviously, the A800 and H800 China special versions that comply with export control rules were introducedChips, butUnited States**Subsequently, the export control rules were amended to restrict shipments again. Jensen HuangDirected toUnited States**issued a warning, pointing to the restrictive measures of the United States to giveNvidiaHuge losses were caused. In the most recent vocalizations,Jensen HuangInevitably, the United States will be involvedSemiconductorsThe impact of the new rules.
Jensen HuangSay,**Of course you need to consider, butNvidiaIt is a company born for business and does its best to do business with everyone around the world. He made it clear that Chinese mainland is the largest in the worldChipsmarket,NvidiaWe will continue to focus on the development in Chinese mainland and are currently developing a special versionChipsto meet the needs of the Chinese market. Of course, these are special editionsChipswill not violate U.S. export controlsNvidiaWe will strive to develop and develop compliant productsChipsJensen HuangIt was also pointed out that the US restrictions will only further stimulate Chinese mainland to develop its independenceSemiconductorsThe determination of the industry, there are already dozens of companies in the development withNvidiaThe product competes in the technology, which is whichNvidiais not good.
GloballyChipsAgainst the backdrop of a market downturn, mostChipsBusinesses are facing a dilemma, howeverNvidiaBut the momentum is strong. Jensen HuangAsNvidiaThe founder and CEO of the company recently made a speech that once again demonstrated its presence in theChipsStatus and influence in the industry.
fromJensen HuangAs can be seen in the speechNvidiaFacedChainThe problem of dependence, as well as the United StatesSemiconductorsChallenges posed by the new regulations. AlthoughNvidiaofChainThe system is the world's leading, but 80% of its components come fromTSMCand itsChain, which also exposedNvidiaGloballyChipsDependency in the industrial chain. And AmericanSemiconductorsThe new rules restrictNvidiaShipments to Chinese companies have had a great adverse impact on their development.
However,Jensen HuangA positive attitude towards these challenges has been maintained. He made it clearNvidiaWe will continue to focus on the development of the mainland market, and will also strive to adapt to the export control regulations of the United States. Jensen HuangHe also expressed dissatisfaction with the US restrictions, noting that this will further stimulate Chinese mainland to develop its independenceSemiconductorsThe determination of the industry.
Despite some challenges, butNvidiaAs a leader in the AI era, it remains stable. Through continuous innovation and development,NvidiaExpected on a global scaleChipsMaintain a competitive edge in the market and continue to serve the commercial andTechnologydevelopment to make an important contribution.