Acknowledging the threat of Chinese chips, Huang changed his tune again to ensure the export of high-end chips to China
After Huang realized the threat of chips from China, he changed his mind and pledged to export high-quality chips to China.
Mr. Huang once boasted that Chinese chips were 10 years better than Nvidia's, but now it is interesting to note that he abruptly changed his tune in Singapore, acknowledging that the artificial intelligence chips developed by Chinese companies are indeed powerful. What does this reflect of China's progress in chips?How effective are U.S. regulations?Huang's shift reflects just how serious the challenges facing Nvidia are
1) Huang Jenxun has changed people's understanding of Chinese artificial smart chips.
For some time, Huang has dared to claim that China's AI chips are a decade behind Nvidia, which is like a student who scored 90 on a test but looked down on a student who scored 60. However, during his visit to Singapore, Huang changed his mind, acknowledging that the AI chips developed by the Chinese company were not only powerful, but also a strong competitor to Nvidia. It's like a 90-point student suddenly finds that a 60-point student has 120 points.
Such a significant change suggests that Huang has made a major mistake in his previous estimate of China's chip strength. It's like a test taker before the college entrance examination, who is very confident in his own strength, underestimates the strength of the other party, and doesn't want to study, so he works harder than others. China's chipmakers weren't far behind, and Huang was caught off guard. On the other hand, Huang had to give in because he was afraid of Chinese chips, and he turned to recognize China's chip technology and said that he would continue to produce and export high-end chips to China.
2) The United States has increased its control over China, and Nvidia is eager to open up the Chinese market.
The United States has increased exports to China of various high-tech products, including chips. The U.S. Department of Commerce has repeatedly stressed this year that it has blocked Nvidia from selling high-end AI chips to China. Nvidia faces such restrictions because the Chinese market accounts for 1 4 of its total revenue and is the world's largest consumer of artificial intelligence chips.
In order to seize market share in China, Nvidia has spared no effort to launch A800 and H800 custom chips, which are still very expensive, although they are not very high-performing. It's like a game console manufacturer setting the game screen to the mid-range in order to break into the Chinese market, but keeping it at the highest level. The chip still sells well and was acquired by a Chinese internet company for $5 billion. Huang looked at the banknote in front of him with a big smile on his face.
However, the control of the United States is like an old hen, and he breathed a sigh of relief and immediately chased after it. A few days ago, the United States had already banned the export of such custom chips to China. Huang is worried again, and he plans to launch a new, less powerful but more expensive custom chip. This is the equivalent of a game that starts with a reduction in graphics quality and ends with a price increase. But the problem is that Chinese companies may not buy such chips.
3) China's increasingly powerful chips are hard for Nvidia to accept.
Another major reason for Huang's insistence on selling chips to the Chinese market is that China's homegrown chip companies are growing at an astonishing rate, surpassing even Nvidia's.
Many Chinese chip companies insist that the AI or graphics processors they develop are no worse or even better than Nvidia's. It's like a family wanting to buy a low-end Toyota, only to find that BYD's flagship car is better than theirs. That's outrageous, isn't it?Although Huang once said that China is a decade behind the world, he has to admit that China's chip development is so fast that it even surpasses Nvidia.
For Nvidia, the development of China's chip technology provides more options for local companies. In the past, when Chinese companies bought chips, Nvidia was the only leader in terms of quality and quality. Now, with so many options, it's only natural for Chinese companies to realize which side is more focused on their needs. In this way, Nvidia cannot continue to act arbitrarily, but must accept the demands of Chinese companies.
Therefore, the development of China's chip technology has forced Nvidia to face up to the Chinese market and its needs. At the same time, Huang also realized that without the support of the Chinese market, Nvidia would repeat the mistakes of other chip giants in the United States and eventually fail.
From this chip war, we can see that China's chip industry has gained independent control in many aspects, and the future is bright. In addition to the breakthrough of artificial intelligence chips, the development of memory chips and radio frequency chips is also very rapid. This has led to a sharp drop in China's annual chip imports. At the same time, companies such as Nvidia are facing significant contraction due to U.S. restrictions on the Chinese market.
China's domestic advances are eroding its already easily won market share, putting enormous pressure on the U.S. chip industry. Huang's praise for Chinese chips reflects Nvidia's fear of losing the Chinese market. China is the first country in the world to use chips, and if chips are imported from other countries, what difficulties will American chip companies face.
Therefore, the chip war between China and the United States continues, and Chinese companies must have their own chip technology if they want to go their own way. If foreign businessmen take our requirements seriously, Chinese enterprises and our market will be respected as they deserve. At the same time, the continuous promotion of chip research can enable China to get rid of the dilemma of dependence on foreign countries and gain independent control in some important fields.
Question 1: Why did Huang change his stance and acknowledge China's chip prowess?
Huang had previously underestimated the strength of Chinese chips, but this time he has taken a 180-degree turn, because Chinese companies have made great strides in their own technology, which is no worse than other countries. In the face of China's increasingly diversified product choices, Nvidia does not dare to underestimate it, but only faces up to the development of domestic chip manufacturers.
What is the impact of the development of China's semiconductor technology on related companies?
The development of China's chip technology will allow more and more local companies to choose independent and controllable quality that meets local needs. This will inevitably reduce the applicability of a large number of imported chips in the Chinese market, thus forcing them to pay more attention to the actual demand of the Chinese market. At the same time, the continuous advancement of chip research and development will also reduce dependence on foreign countries and promote the independence and controllability of China's related industries.
Question 3: This reflects the competitive situation between China and the United States in the field of integrated circuits.
The competition between China and the United States in the field of integrated circuits is becoming increasingly fierce. Chinese chip companies mainly rely on their own technical strength to catch up with or even surpass foreign brands in many fields. This makes it necessary for competitors to confront China's demands. If they can't adapt to the Chinese market, they will lose this huge market. This also reflects that China's integrated circuit industry is catching up with the world's top brands in a new and constantly updated way.
The news quickly became a hot topic on the internet. Some people say that this is enough to prove that domestic chip companies have the ability to compete with foreign chips. Some netizens also said that domestic chips still need to continue to consolidate and expand. Some netizens also pointed out that this reflects the competition between China and the United States in terms of technological strength, and network companies should choose to support domestic chips.
It can be seen that China's chip enterprises are developing rapidly, and product performance has caught up with or even matched with large foreign companies in many fields. The progress of Chinese artificial intelligent chip technology has made Huang Jenxun's eyes shine, and it has also pointed out the direction for the acceleration of the domestic substitution process. In the short term, China is expected to make breakthroughs in more key chips and reduce its dependence on imports.
At the same time, a large number of foreign chip companies entering the Chinese market also have to face the needs of local enterprises and the market. The Chinese market is changing rapidly, and they must adapt to market demands to provide customers with a competitive advantage. Otherwise, they will be swallowed up by China, the world's largest market.
Therefore, the chip war between China and the United States will continue to heat up, and the rise of domestic chips will be unstoppable. Chinese enterprises have enough ability and self-confidence to strengthen independent innovation, based on technology and quality, and win by quality, which is worthy of respect. Let's look forward to the near future, domestic chips will be fully replaced and make breakthroughs!
China and the United States are in full swing in science and technology, and in chips, the strength of the two countries is also constantly competing. Can the unique innovation ability of Chinese enterprises achieve a comprehensive replacement of domestic chips?In this search and escape, how many dazzling comebacks will come?I hope to see the rise of China's integrated circuits in my lifetime!