Recently,China and the United StatesDuring high-level talks between the two countries in San Francisco, the two countries expressed their views on AIChipsThe issue of the ban was discussed in depth and positive results were achieved. According to sources, the two sides made it clear during the talks that they have no plans to replace or surpass US companies for the time being, and are more inclined to international cooperation and hope to give up on the pairSemiconductor industryof repression. This is for youNvidiaFor American companies, it is undoubtedly ushering in the dawn. Before,Nvidiaand other companies are facing various restrictions from the United StatesChinese enterprisesHigh-endChipsThe ** was interrupted, and the pace of independent research and development can only be accelerated. But withChina and the United StatesProgress of the talks, AIChipsThe clear direction of the ban gives these businesses new hope.
InChina and the United States** Relationship Context,ChipsIndustry rules have become the vane of global semiconductor development. America's ".ChipsThe Science Act plays a decisive role in the development of the industry as a whole. The Biden team was previously forChinese enterprisesHigh-endChipsThe ** was limited to make things likeNvidiaand other companies in the Chinese market are in a dilemma. Currently,NvidiaThe top products in the AI field are the A100 and H100Chips, but due to limitations, these are high-endChipsUnable to ship to Chinese companies. In order to meet the actual needs,NvidiaCustomized A800 and H800 were introducedChips, although the performance is not as good as the topChips, but still meet some needs. However, under the new AI control ban, these two customizationsChipsIt is also impossible to ship,NvidiaGot bogged down. HuaweiAliand other domestic enterprises self-developed AIChipsIt is already in place withNvidiaThe performance of the A100 processor is comparableNvidiaThe market position is increasingly being challenged.
Facing AIChipsThe ban continues to escalate,NvidiaI didn't want to give up on the Chinese market, so I started to reformulate my strategy. In response to the restrictions of the ban,NvidiaThree "improved versions" including the H20 were introducedChips, but actually theseChipsIt's still a "shrunken version", and the performance can only reach the topChipsof about 20%. with domesticChipscomparatively,HuaweiAliand other self-developed AIChipsIt has been able to achieveNvidia60%-70% performance of the A100 processor. In such a competitive environment,NvidiaThe dilemma has not been lifted.
However, surprisingly, inNvidiaAnnounced the release of the improved versionChipsAfter that, the Biden team did not have further restrictions. This indicatesChina and the United StatesThe negotiations have achieved certain results. At present, there are three models such as H20ChipsNot included in the blacklist, this is A800 and H800ChipsThe resumption of supplies offers the possibility. ForNvidiaIf they can't complete the shipment, it will be difficult to find an alternative market, because they have a large number of exclusive supplies in their handsChips。Against such a background,NvidiaWe continue to roll out improvements within the rulesChipsto maintain market share in China. Although the AI industry is quite hot around the world, yesNvidiaThe impact may not be obvious, but eventually all industries will return to the Chinese market.
IntelIt has been said that the loss of orders from China will make the world's factory in the United States meaningless. China is not only a global manufacturing hub, but alsoTechnologyA large consumer of products. Currently, China is inTechnologyThe achievements made in this field cannot be ignored, and China has always been participating in global cooperation with a fair and open attitude of cooperation. The Biden team has been worried about the replacement of American companies, and now China has made a commitment. This undoubtedly provides a reason why they did not continue to escalate the ban. The results of the negotiations show thatChina and the United StatesThe two countries achieved a certain balance in the negotiations, givingNvidiaand other opportunities for businesses to regain business. How to view this development, I sincerely invite the general audience to provide comments and opinions.
aiChipsThe clear direction of the ban is:NvidiaBrought the dawn,China and the United StatesThe results of the negotiations open up the possibility for the company to resume business. China as a global manufacturing hub andTechnologyThe status of a major consumer of products cannot be ignored. At the same time, China is inTechnologyThe development of the field has been widely recognized. The Biden team feared that American companies would be replaced, so they had to consider restrictions on China, but China has already given promises that will make a case for them to ease them. The two sides have achieved a certain balance in the negotiations, which is very importantNvidiaand other companies are good news. However, U.S. restrictions will be more challenging than global cooperation, after allTechnologyThe development still has to return to the Chinese market.