The United States is cold about China's castrated version of chips, and Biden calls for no decoupling!
Text: Jumping conversation skills.
U.S. chipmaker Nvidia will start mass production in China in the second quarter of 2024, according to multiple Western** reports"Emasculated version"Chip. But the absurdity (and the West thinks it's ridiculous) is that in the eyes of the United States, Nvidia produces chips for the Chinese market, and many Chinese companies are not satisfied with this castrated version of the chip.
Against this background, the United States has disclosed that American politicians have begun to restrain the mainland's semiconductor program. Because when the new round of NVIDIA launched chips, American semiconductors did not take further specific measures, and before that, Biden repeatedly emphasized that it should not leave the Chinese market.
Well, this statement of the United States ** is a factual analysis, or"See the flowers in the fog"？
In fact, analyzing the current situation, perhaps politicians in the United States have not yet begun to make a fuss.
The reason why the new round of chips is not included in the new segmentation is because these chips are not even visible to Chinese manufacturers. What we can't see, of course, there can't be American semiconductors who think that shipping chips will cause pressure and shock to the inside of their semiconductors, as well as the so-called"Safety"Damage. To put it simply, there is no need to limit these chips.
And all this does not mean that they will start oscillating. However, if we look at the essence through the phenomenon, maybe things will take a turn, that is, they may indeed have a tendency to oscillate, loosening restrictions on mainland chips.
There are three reasons for this. On the first point, Raimondo said he doesn't want U.S. companies to be unable to make money in the Chinese market. This just means that they can't make money selling cutting-edge AI chips. In other words, they still value the interests of American companies and do not want to cede their own market. It's just that how to find a balance here is a question that they will have to consider in the future.
But now there is such a conflict, either abandon the ban or lose American business. That's one of the trends.
The second point is that the restraint of manufacturers on the continent does not seem to have helped much.
For example, the restrictions on NVIDIA have created a situation where domestic AI chips are in the ascendant and orders are also increasing. In line with this trend, domestic chips not only accelerated substitution, but also digested a large part of their market. Once we enter a virtuous circle, in the future, we have money for cutting-edge AI research and development, and it may be too late for American companies to once again exert technological hegemony with their cutting-edge advantages.
The short answer is that they are becoming more and more restrictive, and in fact, for them, this will continue to increase.
Third, as far as the relationship between the two sides is concerned, it is necessary to look more at reality. In addition to NVIDIA, there are many American companies that need to trust the mainland market, such as Boeing, which just experienced a storm some time ago, and Micron Technology, which has not yet lifted the ban, and so on. In addition, the United States must maintain a certain level of communication with us in the financial field at the moment. Therefore, based on realistic analysis, they can only compromise on the chip ban according to their own short-term sexual development interests.
This is also the reason why Biden has repeatedly and publicly emphasized that they do not want to **.
Based on these three points, it doesn't really matter whether they vacillate or not, because they have seen a clear path that either wins for both sides or we win alone, and they may find more challenges in the future. I wonder, how will they choose? What are your thoughts on this? Feel free to leave a message, like and share!