During this time, most of the companies related to the semiconductor industry have suffered a lot of blows, and the worst of them are American semiconductor companies, such as Intel and Qualcomm, in order to save costs, have laid off employees.
Especially after the United States increased restrictions on chips. However, although Nvidia has caught up with the development of AI technology, it is also regulated by the United States. Huang recently published another article on this.
First of allYesJensen HuangAboutBeautycountryHeavyNewBuiltsetofSemiconductorsManufacturingYesforceofQuestionHuang is a name that many people are not familiar with, but he is a Chinese-American who founded Nvidia in the United States in 1993 and became its CEO a few years ago.
Huang is known as the "leather-clad swordsman" because he is always dressed in black. Huang is not a high-tech technician, he is the first Chinese-American billionaire in China's history to be worth more than 100 billion dollars, and he has always held the position of CEO.
Huang became the biggest winner in the AI era, while NVIDIA became the world's first chip company with a market value of more than one trillion dollars.
Huang said in an interview that the 35,000 parts produced by Nvidia are sourced from various top companies around the world, and 80 percent are TSMC and its top chain. In other words, the current Nvidia has not been able to get out of the international market.
Although the United States has been trying to restore production capacity and establish a complete industrial chain in recent years, it will take at least ten to twenty years to achieve this.
Huang said that it is a very challenging thing to achieve the autonomy of the first chain, and he expressed strong support for the United States to intervene in the industrial chain.
Second, Jensen HuangJustBeautyproductionChipsoftopicConductednowThe reason why NVIDIA can occupy a place in the world of artificial intelligence is because of the development and marketing of GPU chips, and the performance of GPU chips is also the key to the development of artificial intelligence.
Although Nvidia is very talented in artificial intelligence, it is a company that provides chips after all, while the chips provided by TSMC are provided by Samsung.
It is because the US semiconductor companies rely heavily on foreign production, and the Americans realize the danger and restart their own semiconductor production.
AI assistant creation season
As a result, the United States adopted a new "Semiconductor Technology Development Plan", which includes $52 billion in funding, as well as TSMC, Samsung and other companies to build a new semiconductor factory in the United States.
Although Huang is very unhappy with the United States intervening in the semiconductor industry, he is still very much in favor of the United States developing its own chips at home. In addition to one TSMC company in the United States, Nvidia also intends to produce a new chip in the United States, the statement said.
If TSMC knows, it will definitely be very unhappy, after all, Nvidia's products will also be affected.
In additionJensen HuangAlsoTalkandBeautyto the newSemiconductorsActregulationofShockThe reason why Huang said this is because the United States has suppressed the semiconductor industry, which has greatly impacted Nvidia's products.
He has asked Nvidia not to allow them to produce more high-end products. But when Nvidia released the A800 and H800, the United States** changed its policy and imposed strict controls on these products.
That's why Huang Jenxun made such a request to the United States, and said that the United States' suppression of Nvidia has brought huge economic losses to the United States.
In Huang's speech, he inevitably mentioned changes in U.S. semiconductor industry policy. "Of course, but Nvidia is a business-friendly company, and it's going to try to do business with everybody in the world," Huang said. ”
Some foreign countries believe that NVIDIA's attitude has undergone earth-shaking changes. Huang made it clear that China is the world's largest chip market, and INVISTA will continue to focus on the mainland, where it is currently developing special versions.
Of course, this dedicated chip will not violate U.S. export control regulations, and NVIDIA will also be committed to developing qualified products.
Huang also said that the U.S. sanctions on Nvidia have inspired China's confidence in developing a domestic semiconductor industry, and dozens of domestic companies are developing new chips to compete with Nvidia's products, which is not very good for its development.
Obviously, Huang Jenxun still attaches great importance to the Huaxia market, and Nvidia will never give up. However, Nvidia's high-end chips have been banned from supply, which gives Chinese companies an excellent opportunity to replace them!