Recently, there has been a series of tight changes to chip rules in the U.S. semiconductor industry, and many well-known U.S. chip giants have expressed their opposition, but surprisingly, Nvidia, which is hot, announced that it would comply with U.S. chip export restrictions and released a special version of the game processor RTX4090D to accelerate shipments to customers in the mainland market. Behind this move, it seems to imply"U.S. core limit"The camp expanded again. While Nvidia has been opposed to the ban, their compromise implies a kind of compliance with U.S. chip rules and restrictions on cutting-edge chips on the mainland market. This worrying situation may be just the beginning, and other U.S. giants may also follow in Nvidia's footsteps and join the ranks of core limiting. If this trend continues, we will face more American companies making money in our markets while limiting the chips we really need.
Chipmakers represented by Nvidia are facing restrictions and adjustments in the U.S. chip industry. Although Nvidia has always been considered a fish in water because they have not been excluded from the mainland market, they do not want to be deprived of the benefits of the Chinese market. However, Nvidia's executives made the surprising decision to comply with U.S. chip rules and launch a special version of the chip to accelerate shipments. This decision is a great demonstration of NVIDIA's sense of innovation in making money, seeing that there are limitations, but still being able to find ways to play by the rules and take advantage of market opportunities. On the surface, this seems to be good news, but in fact it suggests that the US core limit camp is growing again.
Nvidia's change of attitude actually means that they will abide by the chip rules in the United States, which could put us in a situation where we will be cut off. More worryingly, other U.S. chip giants have also joined the ranks of shipping special version chips, which means that more U.S. companies may limit the chips we need. Perhaps this is the intention of the top level of the United States, who are reluctant to sell us cutting-edge chips, but still want to make money on our market. We can't be fooled by the chip bans in the United States, because American chip companies are not willing to comply with these bans and are instead imposing chip restrictions on us in other ways. In this case, Nvidia's accelerated shipments are not fighting back against the US chip ban, but making compromises for their own market interests.
In the face of the situation of the US core limit camp growing again, we need to think about how to respond. Although Nvidia's change in attitude is worrying, we can't blame them blindly, because they are more concerned about their own market interests. We need to be more vigilant about the possibility of other U.S. chip giants joining the core limit and seek solutions to ensure we can get the chips we need**. In addition, we should also promote the development of the local chip industry and reduce our dependence on imported chips to cope with the risk of possible supply interruptions. Only in this way can we remain competitive in the field of chips and ensure that our economic and technological development is not controlled by others.
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