It's been a change! Nvidia lost the first place, and Western Digital has long been allowed to enter the mainland!
It can be said that Nvidia's situation is not optimistic.
The United States has made significant concessions on the issue of the chip ban, but this particular issue has caused dissatisfaction among Chinese companies, and there are even rumors that Nvidia will lay off employees. Nvidia again from"First"Fall.
According to Morgan Stanley, the company has abandoned listing Nvidia as one of the hot chip stocks in favor of other sectors, with the latest recommendation being Western Digital, whose share price should go further**. Nvidia was not included in the list because it was considered negative. In contrast, Western Digital is currently on a rapid upward trajectory in the NAND flash space.
Nvidia was able to make so much money in such a short period of time because of artificial intelligence chips and a large number of orders. However, it was this ban that completely killed Nvidia's ability to mass-produce GPU chips. What's more, the Indian company asked Nvidia to give it an order of 500 million yuan by 2027. Can Indian companies really close the gap in three years?
Unlike Western Digital, not only do they have room to grow in NAND flash memory chips, but they also have a license for in-house production. The Japanese have more than once stated that their products cannot be exported, while their products are listed as restricted for export. Therefore, Western Digital can not only supply Huawei, but also supply to Huawei itself. The Japanese claimed that Western Digital had violated the rules.
It's unclear what the specifics will be. However, Western countries seem to have a good grasp of the data. Now that Samsung and SK hynix are in a difficult situation, they just need to take advantage of the situation and sell their own products. Since hard drives and memory are not two completely different concepts, Western Digital continues to sell many devices in this country.
The same thing makes a lot of money in China, but Microsoft and NVIDIA are very different.
Microsoft believes that Nvidia, while not the best option, is the best option. Although Nvidia released the first batch of dedicated chips in violation of the ban, the original US side has been silent. However, the US side is not satisfied with this, because the US side has always claimed that Nvidia's chips are illegal. This is also the reason why the new round of chip price reductions is so large that Chinese manufacturers dare not buy it.
On the other hand, Western Digital terminated its partnership with Huawei immediately after the end of its original contract with Huawei. (Coincidentally, they have a greater presence in the NAND flash market, and may even surpass Samsung and SK hynix). Naturally, U.S. semiconductor companies didn't want to miss this great opportunity, so they took advantage of the rise of the NAND flash memory market and set their sights on Western Digital.
However, Nvidia is also well aware of the importance of the Chinese market, although Intel changed its words to say that the Chinese market is ten years ahead of it, but Nvidia has never admitted this, and even went to China to appease Nvidia in person. Obviously, Nvidia is also brewing new plans to occupy the Chinese market.
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