Recently, Hong Kong's South China Morning Post reported a news about Nvidia: in order to avoid U.S. export restrictions to China, the company actually tailored a special chip for China.
This"Customization"Although some key performance and computing power have been reduced, the chips still have their own small advantages, so as to cleverly evade the strict export scrutiny of the United States.
It is reported that the real motive behind NVIDIA's bold move is to avoid being affected by the technology competition between China and the United States. In order to circumvent the export ban set by the United States, this chip has made some careful adjustments in some functions and computing power.
Behind this meticulous planning is a reflection of the shared aspiration of Nvidia and its peers to protect its business in China from the U.S.-China tech war.
However, in the face of the tough attitude of the United States, policymakers, including Nvidia executive Jensen Huang, finally decided to rise to the challenge and launched this specially customized chip.
However, the response to this new chip in the Chinese market has not been satisfactory. As reported by Wall Street, people are not interested in these "shrunken" chips, and the demand is much lower than expected.
Moreover, more and more domestic companies have begun to turn to support domestic brands, greatly reducing orders for those foreign giants. This shift seems to be a silent rebuttal to Nvidia's strategy.
At a time of growing political tensions between China and the United States, Nvidia's future sales outlook is uncertain and faces significant long-term risks. At the same time, some analysts pointed out that both ** and enterprises are gradually turning their focus to independent research and development of chips to reduce their dependence on foreign-funded chips.
This is due to concerns about the stability of U.S. policy - no one knows whether Biden will, or if the U.S. will further tighten restrictions on performance in the future, causing consumers to feel uneasy about the stability of the future chain.
Despite this, the report still points out that the road to self-sufficiency in China's chips is still bumpy, especially in the short term, it is difficult to meet all market demand.
According to industry sources, at least in the next year, Nvidia's chips will still be the first choice for Chinese procurement. But this also proves that the need for chip localization is getting stronger and stronger.
In summary, China urgently needs to strengthen its independent R&D and manufacturing capabilities for chips. Under the series of crackdowns by US companies, Chinese business circles and market participants have become more aware of the importance of developing their own semiconductor industry.
Looking to the future, China must accelerate innovation and upgrading in key technology areas such as chip manufacturing in order to stand more firmly and go further in the world competition.