Domestic GPU chips are on the market, and NVIDIA wants to continue to supply.
Moore Silk launched a GPU-based graphics processor - MTTS80, which went on sale on November 11, marking the great progress made by domestic GPU chips in the market, which explains why Nvidia proposed to extend the production time of GPU chips from March next year to September next year.
The core of the graphics processing unit is the graphics processing unit, and with the rise of NVIDIA, the leader in the graphics processing field, the application range of the graphics processing unit has gradually expanded, especially in the fields of artificial intelligence and unmanned driving, which has made NVIDIA's stock price soar.
Emerging technologies such as artificial intelligence and unmanned driving can often influence a country's position in the world, and China has made rapid progress in this field, and the distance between it and advanced economies such as the United States is not far, so when China's technology develops rapidly, the United States feels that the United States is trying to curb China's supply of GPU chips.
Prior to this, the United States stipulated that Nvidia and AMD, the two major GPU chip manufacturers, could not sell them to China before the expiration of the embargo period, and the two world's top graphics processor companies obviously wanted to curb China's emerging technology by controlling the supply of chips.
Nvidia was originally expected to deliver in March next year, but the news in the United States has just begun, and Nvidia announced that it will extend the deadline to September 2023, which makes many people curious, you know, Huawei's 5G technology has not been delayed, and China's semiconductor companies have begun to ** their own graphics cards.
Less than six months have passed since Moore Silk launched the GPU chip, and a GPU-based GPU has appeared on the market, showing the company's rapid development in GPU, and it is reported that the performance of the MTTS80 processor is almost the same as that of NVIDIA's mainstream GPU, which is fully capable of most gaming applications.
In addition, Moore Threads has also launched the GPU-based ***3000, which can not only solve the current urgent need of Chinese high-tech enterprises for GPU chips, but also combine with NVIDIA's CUDA computing platform to solve the problem that Moore Threads GPU chips are difficult to achieve, and accelerate NVIDIA's market share in Moore Threads GPUs.
In fact, there are not many graphics processor manufacturers in China at present, in addition to Moore Threads, there are many domestic graphics processor companies such as Biren Technology and Loongson, which have successively launched graphics processors, and China's chip companies have also begun to produce graphics processors, and are rapidly narrowing the distance with Moore Threads and other companies, among which CEO Zhang Jianzhong and many engineers are from NVIDIA, the addition of these talents, to promote the development of graphics processors in China.
Nvidia realized that with the significant progress made in domestic GPU chips, the supply of Chinese GPU chips has been restricted, and Chinese GPU manufacturers have occupied a place in the Chinese market, thereby accelerating the development of China's graphics processor industry. Nvidia itself is also experiencing a decline in revenue, Nvidia achieved a large net profit in the second quarter, and once the Chinese market fails, the company's investment in technology will be even lower, so that Nvidia's leading position in the technology field will be affected. Nvidia is currently in the red, with a sharp drop in net profit in the second quarter, and if the Chinese market loses again, the company's investment in technology will fall sharply, which may lead to the weakening of Nvidia's advantage in the technology field.
In fact, this is the case with both Chinese and American chips at present, because the United States has strict control over China's analog chips, 5G RF chips, etc., China can break the chip gap within a few years, and Huawei's mate50 is used in domestic analog chips and RF chips, which fully reflects the rapid development of Chinese chips in the United States.
The reason why the United States agreed to Nvidia's postponement of shipments is probably because of the experience that China even has graphics processors, and the restrictions are **, which means that American chip companies and Chinese GPU companies will agree to Nvidia's conditions.