In the context of the chip ban, Nvidia launched a special version of the chip for the Chinese market. These special versions of the chip are limited, and the performance is far from the original chip, so it can be said that they have been "castrated". However, Nvidia has decided to launch a special version of the chip again, but this time without a license from the United States, so it is compliant. There are pros and cons for us. On the one hand, it will not be affected by the limitations of the original chip in the short term, which is important for our comprehensive development, because the interruption of the chip ** will adversely affect various fields. On the other hand, if we continue to use castrated chips, our competitive disadvantage in the AI computing power market will increase, because there is a gap between castrated chips and original chips in nature. In addition, in the case that domestic manufacturers can obtain alternative chips, the development of our domestic chips will be hindered, the market demand will be limited, and the American chip giants can still rely on most of the revenue to meet the future cutting-edge technology research and development, and the gap between us and them will only get bigger and bigger. Overall, I personally think that the disadvantages of this situation outweigh the positives.
Thankfully, we can finally say goodbye to Nvidia's castrated chips. In the context of Nvidia's continued launch of special version of the chip, they have encountered the blockade of the top management of American semiconductors. The U.S. side said that if Nvidia continues to ** such chips, it will take effective measures against it. It should be noted that they only named Nvidia and did not mention chip giants such as AMD and Intel. It can be seen that the road to shipment of Nvidia's castrated chips has been hindered and is likely to be forced to stop. This is also a precursor to saying goodbye to Nvidia, because in the event that they are unable to ship, we will no longer have illusions about Nvidia.
For a lot of people, this may not be a good sign, as the gradual tightening of restrictions is itself unfair. However, it is a joy for us to interrupt the "road to riches" of American companies. A number of U.S. semiconductor giants have warned not to restrict the Chinese market anymore, and not to let them lose too much market share. Because if it continues, the entire semiconductor industry in the United States will fall into a vicious circle. Without sufficient financial support, they will not be able to secure more investments in the future. Obviously, they see orders from the Chinese market as the key point of their virtuous cycle. Once this is lost, will they be able to continue to restrict all parties through "US technological hegemony"?It's an unknown.
Before the chip ban, domestic manufacturers had already stockpiled goods, and could support it for a longer period of time to buffer the possible implementation of plan B, that is, to find domestic chip manufacturers. This means that under the ban, domestic manufacturers are more inclined to domestic chips. As long as NVIDIA's castrated chips lose the opportunity to disrupt the market, the market opportunity for our domestic chips will be greater. In addition, even if American chip companies cannot continue to ship, are South Korean companies and Dutch companies unwilling to seize this opportunity?Therefore, everyone has different opinions and ideas about this situation.
The article discusses the issue of Nvidia's castrated chips and the reaction of the Chinese market to it. Although the castrated version of the chip will have some adverse effects on the Chinese market, the hindrance of Nvidia's chips is also a welcome sign. The Chinese market is crucial for the U.S. semiconductor giants, and restricting the Chinese market will lead to a difficult situation for the U.S. semiconductor industry. At the same time, the trend of domestic manufacturers hoarding goods and leaning towards domestic chips gives us greater market opportunities, and will also attract companies from other countries to enter market competition. Everyone has a different point of view on this situation, and we need to do more in-depth thinking and research to determine the best development strategy and direction.