Raimondo's remarks sparked a wide discussion about how U.S. companies make money in the Chinese market. He said that although the most advanced chips cannot be given to China, low-end chips can still be sold within the scope of compliance. Raimondo roll callNvidia, accusing them of launching a special version of the chip was also banned. NvidiaAs a result, they faced the problem of hoarding inventory and had to look for other sales markets. However, since these special chips are specifically for Chinese customers, it is difficult to find suitable replacements. NvidiaThe losses faced may not be incalculable. An insider revealed,NvidiaThe reason why they can't supply the special version of the chip is that they only make software modifications to the existing product, and they can't carry out chip-level research and development. This kind of "magic reform" method makes the United States rightNvidiaThe ban was issued. Actually,NvidiaThe inability to make money is not the reason for the chip ban in the United States, but the company's own insufficient investment in chip research and development. This also reflects the fact that the United States is quite strict with its own companies. From this incident, perhaps we can see that the challenges faced by Chinese manufacturers are coming.
Expansion: Raimondo's remarks have sparked much more discussion about how U.S. companies make money in the Chinese marketNvidia, but there are many involvedSemiconductorsindustry companies such as:amdIntelWait. This suggests that ifNvidiaIt can be obtained smoothly in the Chinese marketProfitsOther companies will follow suit and launch special versions of the chip. However, the position of the United States is to demand re-development, which involves a lot of R&D funding. Ultimately, these costs will be borne by the Chinese manufacturer. In addition,NvidiaThe previously launched A800 series chips** are not low. If Chinese manufacturers want to achieve the performance level of H100 series chips, they need to buy more chips to combine. In this way, even if there is no advantage in terms of **, new R&D funds need to be invested, and it is expected that the future special version of the chip will also face a low yield.
Some argue that the real purpose of the restrictions imposed by U.S. companies is to gain more access to the Chinese marketProfits。IfNvidiaIf they can make money in the Chinese market, other American companies will follow suit and continue to launch special chips. At present, the position of the United States is to ask for re-development, if so many companies are re-developed, it will require a huge amount of capital expenditure, and the final payment is still paid by Chinese manufacturers. It can be seen that the purpose of American companies is to earn more in the Chinese marketProfits。Therefore,NvidiaInstead of panicking at the ban, it was announced that a special version of the chip would be launched again. What should we make of this situation?
From Raimondo's remarks and related discussions, we can see that American companies have a great interest in making money in the Chinese market. They're not just looking to earn with a compliant chipProfits, more willing to invest huge R & D expenses to launch a special version of the chip to gain a larger market share. In this process, Chinese manufacturers will face huge challenges and pressures. They need to stay competitive with international competition and take on more time and resource costs to meet market demand. This is a test for Chinese manufacturers, but it is also an opportunity. They can meet this challenge by strengthening their own R&D capabilities and continuously improving product quality. At the same time, China should also increaseSemiconductorsThe support of the industry will provide more policy and resource support to promote ChinaSemiconductorsThe development of the industry to enhance its competitiveness in the global market.
In short, the issue of US companies making money in the Chinese market has attracted widespread attention and consideration. The challenges for Chinese manufacturers are coming, however, it is also an opportunity for development. Chinese manufacturers should respond by strengthening R&D capabilities and improving product quality, and at the same time, they should also increase their effortsSemiconductorsThe strength of the industry's support. Only in this way can China compete in the fierce global competitionSemiconductorsAchieve greater breakthroughs and development in the market.