Recently, the world's leadingArtificial intelligenceChipsManufacturing company Nvidia withOEMThe emergency meeting of the senior management of the factory TSMC has aroused people's concernArtificial intelligenceChipsAttention to the contradiction between supply and demand. AsChipsThe leading enterprise in the field, Nvidia is inArtificial intelligenceThe market has an absolute advantage, however, its dependence on advanced processes has also led to the problem that production capacity cannot keep up with the growth of demand. Under the current situation, Nvidia needs to increase pressure on key ** companies to expand their production capacity. But at the same time, it also highlights China's presenceChipsWeak links in the field of manufacturing, independent research and development andLocalizationProduction still has a long way to go.
Artificial intelligenceThe rapid development of the pair has been promotedHigh-performance computingChipsdemand is growing rapidly. As the veteran hegemon of the global GPU market, NVIDIA quickly seized this opportunity and launched a number of models designed forArtificial intelligenceApplication-optimized new products strengthen the leading position in this burgeoning emerging market. Nvidia's revenue and profit have also improved significantly. However, at the same time, Nvidia is inChipsLimitations are also being exposed on the manufacturing side. As the world's topOEMenterprise, TSMC has always been the main one of NVIDIAChipsOEMFactory. NVIDIA's state-of-the-art GPUChips, relying on TSMC's leading manufacturing process. This high dependence puts Nvidia in a passive position, and once TSMC's capacity can't meet demand, its business expansion will be constrained.
At present, TSMC still maintains a global leader in 5nm-level process technology, but its production capacity is limited. And NVIDIA's rapidly growing orders have overwhelmed TSMC. There is an urgent need for the two sides to study feasible options for expanding production capacity through urgent talks. This reflects the presence of China and the United States from one sideChipsCompetition in manufacturing is heating up. Although this meeting highlights Nvidia's inArtificial intelligenceStrong demand in the market, but over-dependentOEMThe factory also put it in a dilemma. Chinese manufacturers have canceled NvidiaChipsorders, further exacerbating the pressure on its production capacity. Although the server andData CentersNvidia is still the main revenue contributor, but these changes are indicativeChipsThe landscape is changing profoundly.
In contrast, China is inChipsThere is an urgent need to accelerate independent innovation and technological breakthroughs. Currently China is inChipsThe manufacturing process and material technology at the manufacturing end are still dependent on imports, which restricts the development of the industry. Huaweiand other enterprises choose to design independentlyChipsThe response to the US blockade has also been highlightedChinese chipsThe fragility of the industry. In order to solve this problem, China must continue to increase investment in scientific research, absorb international talents, and break through key technological bottlenecks. Chinese science and technologyEnterprises are also working hard to carry out independent research and development and ecological construction, such as announcing that they will invest more than 100 billion yuan in 10 yearsChipsRelated Areas: These measures show that China is speeding up the realizationChipsDetermination to be self-reliant.
China and the United StatesChipsCompetition is escalating, but China must remain calm. in deepeningTechnologyAt the same time as reforming the system, China should also avoid taking the road of technological blockade. Only by breaking through technical barriers in open innovation,Chinese chipsOnly then can the industry achieve rapid development. This requires the joint efforts of enterprises, academia, research institutions and application fields to adhere to independent innovation in order to be in this arenaChipsTake the initiative in the competition.
Under the current situation, China should intensify its international cooperation and enhance its core competitiveness by introducing and absorbing advanced technology and talents. At the same time, China should also optimize its industrial layout, strengthen the research and development and application of key technologies, and form products and technologies with independent intellectual property rights.
in the implementationChipsIn the process of independence and control, China also needs to strengthen basic research and cultivate moreChipsInnovative talents. At the same time, it is necessary to increase support and financial support for innovative enterprises and provide them with a better environment and conditions for innovation.
In short, China and the United StatesChipsCompetition is current globalTechnologyAn important aspect of the competition. Chinese chipsChallenges and opportunities for the industry coexist. Only by seizing the opportunity and facing the challenge can we make a breakthrough and promote in this competitionChinese chipsThe industry is moving towards a world leading position. This requires the joint efforts of the whole society to form a joint force for coordinated development.