The castrated version of the chip against China has been frustrated, the attitude of the US political circles has wavered, and Biden has called for no decoupling!
U.S. chipmaker Nvidia will begin mass production in China in the second quarter of 2024, according to a number of Western** reports"Emasculation"Chip. However, the United States** pointed out that NVIDIA's chips have been given a cold reception in the Chinese market, causing many Chinese companies to resent it.
The United States ** disclosed that U.S. policymakers have begun to draw up plans to curb Chinese mainland's semiconductor industry. U.S. semiconductor companies have not further cracked down on NVIDIA's new chips, and Biden has repeatedly insisted that these chips cannot be separated from the Chinese market.
So, is the United States ** analyzing the facts or making it"Fog"？
In fact, judging by the current situation, U.S. policymakers may not have begun to waver.
The reason why it was not included in the upcoming attack plan was that the Chinese manufacturer was not interested in it. Since they are not interested, American semiconductor companies will not be affected by chips"Safety"impact. In short, there is no need to limit the chip.
But that doesn't mean they'll go away. At first glance, though, it seems that there will be some changes on this issue, which means that restrictions on continental fries may be changed or relaxed.
He says this for three reasons.
First, Raimondo has said that American companies will not give up the opportunity to enter the Chinese market. He just said that high-end AI chips can't be sold for money. Put simply, this is to protect the interests of American business, not to abandon the market. As for how to balance the relationship between the two, this is a later story.
But now there is a conflict between the two companies, and they must lift the ban, or the American company will suffer huge losses. This is also a trend.
The second reason is that the embargo on domestic producers is not working well.
For example, restrictions on NVIDIA have allowed domestic AI chip companies to get more orders. If this trend continues, the domestic chip market will get bigger and bigger. Once we enter a virtuous circle, we will increase our investment in AI research and development, and by then, it may be too late for American companies to dominate the world with technological superiority.
In short, the more restrictions, the greater the dilemma.
The third point is the current situation. Not only Nvidia, but also many American companies rely on the Chinese market, such as Boeing, Micron Technology, etc. In addition, the current financial situation in the United States also needs to be connected to us in some way. So, given the realities, they had to compromise on the chip ban for the sake of short-term gains.
That's why Biden has repeatedly insisted that the two countries cannot be separated.
Whether they hesitate or not, these three points are of little significance, because they have already seen a path to success if they don't succeed, but there may be other challenges ahead. How will they choose? If you have any thoughts on this, feel free to comment, like, and share!