As many as 36 billion orders have flowed to US companies, and the US top management wants to restrict them and make money from the mainland
The investment ban announced earlier by the United States has actually relieved some companies.
According to information revealed by the market, the original action of this restriction step should be based on limiting the range of special version chips launched by companies such as NVIDIA and AMD.
In this regard, the three major chip giants in the United States, such as Qualcomm and other companies, have also put pressure on the United States. However, after going around such a big circle, although this ban is not inferior, Lao Mei's vision is still at the forefront of the chip technology field. Therefore, the launch of this special version of the chip, as well as the demand for performance from these chip manufacturers, is still a relief.
The most important thing is that under these market rumors, Chinese companies have also given orders of up to 36 billion yuan to American companies.
According to public information, China's four major chip manufacturers have begun to buy Nvidia's chips, with orders as high as 5 billion US dollars, or about 36 billion yuan. The orders include Nvidia's A800 chips, which are designed specifically for customers in the Chinese market, bypassing current U.S. restrictions on the high-end segment. In addition, there are some GPU products. After this order, Nvidia learned that its chip production capacity was not sufficient.
It can be seen that an unrealistic market rumor has triggered such a big reaction, and it is not difficult to see the degree of dependence of our country on chips from American companies.
In this regard, some people think that this is fine, after all, we also need to think in the long run. According to Lao Mei's attitude towards the current tablet, it is not likely to be loosened in the future. If it is really restricted from the special version of the chip, judging from the current upgrading of domestic AI chips, it is difficult to meet domestic demand in a short period of time. Therefore, taking advantage of the current ban, we must seize the time to stock up, so as not to face the situation that the ** chain may be quickly disjointed in the future.
But isn't that exactly one way for American companies to ship chips in bulk?After all, in the past, the US top brass made it clear that it was necessary to restrict and allow American companies to make money from the mainland market.
Personally, I think it's very likely.
First of all, the three giants of the American chip industry began to lobby, but they did not get a compromise and met with an unexpected response. In other words, U.S. semiconductor companies believe that while their restrictions hurt U.S. companies, they think they are worth it.
At this time, the three major chip giants in the United States no longer have the right to speak, which shows that they obviously cannot stop the next restriction of the United States. But at this time, AMD began to announce the launch of a special edition chip in the mainland market. It stands to reason that since Lao Mei has the next restriction plan, AMD's operation is undoubtedly fighting"Water drifting"But they still expressed their determination to ship in the mainland market.
In fact, the so-called replacement product chip has already begun. Not only that, but it has now created a huge backlog. The end result is that the current A800 series chips, in Nvidia's words, do not have a big performance gap, but only bypass the technical limitations of the United States. So we have to think deeply about what is the purpose of Lao Mei's restrictions, after all, although they have done the restrictions, they have not really restricted them to the end.
In this context, it is undeniable that the shipments of American companies are actually increasing, for example, the current NVIDIA large orders of more than 30 billion.
Second, U.S. companies are circumventing restrictions, but former U.S. allies are not allowed to ship.
For example, before the Japanese company Armored Warrior openly questioned why it could not deliver goods to Huawei, but Western Digital could. And you see, in order to achieve the initial restriction purpose, they still limit the customers in the mainland market to a few high-performance chips. But their American companies can continue to make money in the mainland market, and from time to time there will be a bout"Hoarding storm"。In the words of ASML: this is nothing more than the norm for the Americans, restricting others and also restricting the mainland market, but American companies continue to make a lot of money from the mainland market. That's his whole sentence, limits are still restrictions, but money is also to be earned.
At this point, do we really think it's a good idea to stock up on enough chips to deal with a ban that hasn't been enacted yet?What are your thoughts on this?Comments, likes and shares are welcome!