1. Background: The chip war set off by the United States, China's tough response, the "surrender" of American companies and the escalation of Raimondo's threat.
In recent years, China'sTechnologyStrength has risen rapidly, especially in theArtificial intelligenceThe field has made great progress. This has sparked unease and concern in the United States, fearing that China will be thereTechnologyThe field surpasses the United States and becomes globalTechnologyof the leader. In order to safeguard the interests of the country andTechnologysecurity, China has to face the chip war launched by the United States. China has fought back, enacting a series of countermeasures against the United States. These measures immediately frightened the American chip giants, who "surrendered" one after another and asked China to release them.
U.S. Commerce Secretary Gina Raimondo is not willing to show weakness, but instead threatens to continue to escalate the "war" and ban China from accessing U.S. cloud computing systems. She bluntly stated that the U.S. cannot accept non-state actors, China, or other unqualified people to access U.S. cloud computing systems for model training. Raimondo also noted that the U.S. has already imposed export controls on chips and said it is considering closing paths where there may be malicious activity. There is no doubt that the United States has made it clear that it wants to limit China's presenceArtificial intelligencefield of development, and will take a tough approach.
In response to the U.S. chip war, China has already taken corresponding countermeasures before. China on the high-endGraphite, gallium and germanium, which are essential for chip processing, are subject to export controls. These dispersed metals are not only strategic reserve minerals in China, but also included in the list of strategic or critical minerals in developed economies such as the European Union, the United States, and Japan. China dominates the gallium and germanium markets, with market shares of 94% and 83%, respectively. China's move has dealt a heavy blow to the US chip giants, as they cannot export high-end chips to China. In order to recover its losses, the American chip giant Nvidia had to customize a "castrated version" of chips for Chinese companies, hoping that the Chinese side could buy them. However, Chinese companies did not buy it, but turned to buy domestic chips, showingChinese enterprisesFirm position. This not only improved the development of China's semiconductor industry, but also dealt a heavy blow to the United States** and enterprises.
As a world-renowned chip manufacturing company, NVIDIA attaches great importance to the Chinese market. China as a global oneArtificial intelligenceOne of the chip markets, the size has reached up to $7 billion, and Nvidia occupies 90% of the market. However, due to the outbreak of the chip war, Nvidia is about to lose this huge market, which is quite painful for them. In order to recover the losses, the CEO of NvidiaJensen HuangOn the one hand, I will continue to sell their customized "castrated version" chips to the Chinese side, and on the other hand, I hope that the Chinese side will be merciful on the issue of export controls. Jensen HuangAfter not visiting China for a long time, this visit also shows Nvidia's desire for the Chinese market. He even wore the traditional "Northeast big flower gown" at the annual meeting, and twisted Yangge with a red handkerchief, which shows the importance of NVIDIA in the Chinese market. However, Chinese companies are not interested in Nvidia's "castrated" chips, but instead buy domestic chips, which further exacerbates Nvidia's predicament.
The chip war, like the ** war, is not good for both sides. China and the United States need to cooperate with each other to achieve mutual benefit and mutual benefitTechnologyprogress for the benefit of all countries in the world. In the chip war, both China and the United States have paid a lot of price. China in order to defend the countryTechnologysecurity, had to introduce a series of countermeasures, for the core technology of chips to control. This has dealt a serious blow to the US chip giants, who have had to customize "castrated" chips to Chinese companies, but have failed to get the recognition and support of the Chinese side. This move by the Chinese side has boosted China's semiconductor industry, and at the same time, it has also taught a heavy lesson to the United States and companies. The two sides should work together to strengthen cooperation, jointly address various challenges, and promoteTechnologydevelopment and innovation for the worldTechnologyProgress contributes. Only cooperation can achieve a win-win situation, and struggle will only hurt both sides.