After Chinese customers do not buy, the chips produced in the United States or idle, Nvidia takes action
If the mainland market cannot be unlocked, their plans to build a chip factory in the United States will also be put on hold. The reason is that a large number of chips are manufactured without anyone buying them, and they will rot in their own hands.
Unexpectedly, Intel's"Threats"But in the hands of another American manufacturer.
As we all know, due to the long-term restrictions on the delivery of the A100 and H100 chip series to mainland customers in the United States, Nvidia has adopted the practice of circumventing the restrictions for Chinese customers and providing a special version of the A800 chip series. At that time, the United States did not raise objections, and Nvidia also shipped the A800 chip series to Chinese customers. However, the former United States extended the ban and included these special versions of the chips in the scope of the restriction.
As a result, Chinese customers can no longer buy NVIDIA's A800 series chips. At the time, it was thought that a large amount of upfront inventory would be enough to cover Nvidia's losses. It's a pity that these chips can only rot in their own hands.
According to public information, in the face of the plight of the Chinese market, Nvidia has begun to take action and decided to sell A800 series chips to Japan, India, Africa and other countries. Otherwise, they will pay a huge investment loss for these chips that have already been manufactured. To be honest, if they can't find a market that can be replaced, then these chips will only rot in the hands of Nvidia. In particular, this is for Chinese customers who have already released chips.
For Nvidia, this is the next step. After all, in the past, Nvidia has always emphasized that the Chinese market is only the Chinese market, that is, other markets are not as large as the Chinese market. In this context, it is difficult for them to find products of the same size in other markets, and the most important thing is that the rest of the country is not restricted by the US chip ban and cannot buy the A800 series, which has weakened performance. Therefore, I personally do not think that Nvidia's approach is advisable.
And, to put it mildly, if these markets are launched, it is possible to expand the size of Nvidia's market and deepen the diversification of Nvidia's customers. So, at this point, why doesn't Nvidia seek to sell to other foreign markets and continue to work hard for the mainland market?
Obviously, this move by Nvidia is also difficult to solve the current situation, it fully illustrates what Intel said at the beginning, this is not a simple warning, but from the practical point of view, only the United States does not think that the interests of American companies are just a big one"Crisis"。
However, once again, Nvidia did not and only increased its own losses.
On the one hand, Lao Mei has no intention of lifting the shipping ban on Nvidia chips, even if it bypasses the direct shipping channel, it still cannot be shipped. In this case, Nvidia can only minimize its losses as much as possible. If you're lucky, you could be able to help with Nvidia's globalization plans. On the other hand, the A800 series chips are not as good as the A100 chips, but they don't cost much less - after all, this is a chip that was specially developed to get around the loopholes. After all, this is a chip that was deliberately developed to bypass the void. One after another, the cost is difficult to **, and it is better to sell a little than to rot everything in your hands.
But sooner or later, they will realize that without the mainland, an important player, the damage to the chip is unpredictable. What are your thoughts on this?Feel free to leave a message, like and share on this topic!