The United States has "limited" opening up chip exports, Biden's purpose is clear, and the US strategy is gradually emerging
Once Chinese companies entered the United States in the field of semiconductors"Comfort zone", a series of American"Chip ban"It's like a bullet shot at the entire Chinese chip industry. However, the hard-line policy will inevitably cause innovators to fight back, and during Raimondo's visit to China, the return of the 5G Kirin 9000S chip carried by Huawei Mate60Pro not only stung their lungs, but also made the United States interested in China's chip industry"Hate"Pull it up directly!
A few days ago, U.S. Secretary of Commerce Raimondo said in an interview with **: The United States will use the strongest actions to stop China's progress in the field of high-end chips. It can be said that the attitude of the United States is simple and rude, that is, it prohibits American chip companies from supplying Chinese companies, even for the Chinese market"Emasculated version"However, this practice has also caused strong dissatisfaction among local companies in the United States, especially the American chip giant Nvidia.
Huang said that Nvidia is negotiating with the United States, and the outcome of the negotiations is likely to allow Nvidia to give China artificial intelligence chips to a limited extent. As a U.S. citizen, why is Huang's demands different from those of the U.S.?
First of all, capital chases the market and profits. Although Huang is a U.S. citizen, Nvidia occupies 90% of the domestic AI chip market, and China is still the world's largest chip market, and if Nvidia embargoes Chinese companies, it will hit the profitability of Chinese companies hard.
Secondly, the domestic wave of artificial intelligence, many technology giants struggle to embark on the artificial intelligence chip track, Huang Jenxun, Musk, these entrepreneurs who often deal with China, very well aware of China's ability in scientific research, once a comprehensive embargo, on the contrary, will force Chinese companies to speed up independent research and development, and when Chinese companies make breakthroughs, American companies will lose not only the Chinese market, the global market is likely to be counterattacked by Chinese companies, and this scene is quietly staged.
NVIDIA's top chips A100 and H100 have been embargoed, and Huawei's AI chips have begun to be shipped to Internet giants in various countries, with many orders amounting to tens of millions or even hundreds of millions of dollarsIn a comparison with NVIDIA's top-of-the-line chip A100, iFLYTEK's Liu Qingfeng also confirmed its performance. NVIDIA's market share in China will inevitably be gradually eroded.
Why would the United States think about it"Limited"What about exporting some chips?In fact, Biden's intentions have become clear.
On the one hand, the so-called"Limited edition"In fact, it is the so-called castrated version of the chip, and its performance has been cut to a large extent. Through this castrated version of the chip, it can limit the development of China's high-tech industry and ** chain, suppress the development momentum of China's technology giants, and ensure the pioneering position of the United States in the high-tech field.
On the other hand, they don't want to lose the Chinese market either. The infighting among political parties in the United States is serious, and whoever helps Chinese companies rise to power will be fiercely attacked by the other side. And the United States cannot give up the Chinese market, because China is too empathetic, and the economies of the two countries have long been integrated. So, on the surface, they can only hype"China Threat Theory"But they have to do something for the sake of the local economy, so when third-party companies do something to them, they can cooperate more.
It is worth reminding that in the chip industry, China has entered the fast lane, whether it is a mobile phone chip or an artificial intelligence chip, if you are not careful, you will be caught, or even surpassed, so the United States must also correct its position, just continue to cooperate with China, use the money earned from China to promote industrial progress, in order to maintain the leading position of the industry, cut or castrate the chip, will only allow China to continue to check and fill in the gaps, improve itself, and then move forward"China"Again"China"The ending. Cutting or castrating chips will only allow China to continue to check and fill in the gaps, improve itself, and eventually shake the foundation of the American technology industry!
What do you think about this?