On the one hand, affected by the downturn in the electronics consumer market, the demand for chips has decreased, which has led to the situation of "oversupply" in the entire industry, and the pressure on chip inventories has increased sharply, and the major chip giants are having a hard time.
On the other hand, affected by the Sino-US chip dispute, the United States has revised the chip rules many times, and put forward new requirements for chip manufacturing equipment manufacturers, chip foundries and chip manufacturers, etc., unable to continue to supply to the Chinese market, and at the same time affecting the development of Chinese and American chip companies, which is in a very difficult situation!
There is no doubt that both China's chip industry and the U.S. chip industry have encountered obstacles, in a sense, the pressure on U.S. chip companies is not less than that of domestic chip companies, and even has to bear the burden of "revitalizing the U.S. chip industry" and "revitalizing the U.S. chip manufacturing industry", which also makes Intel, Micron, NVIDIA, AMD and other U.S. companies a little breathless!
But since entering 2023, with the popularity of generative AI technology, some AI chip companies have also stood on the cusp, and the most popular one is Nvidia, with its precise strategic layout and leading technological advantages, Nvidia has also rapidly grown into a leader in the field of science and technology, bravely entering the "trillion dollar club", and becoming the world's largest chip company in one fell swoop, surpassing Samsung and TSMC.
Because Huang has a keen sense of smell and unique vision for market demand, NVIDIA has been committed to providing users with high-performance GPU products when computer games were just emerging, and in the AI era, NVIDIA has quickly deployed the field of artificial intelligence chips, taking the lead and becoming a hot spot in the market. Today, NVIDIA has achieved a certain lead in GPU, AI, autonomous driving, data center and other fields, and its strength should not be underestimated.
Of course, NVIDIA's success is also directly related to its continuous technological innovation. In the past 30 years of development, NVIDIA has never given up independent research and development, and insists on continuously launching highly competitive products, whether in chip design or chip manufacturing process, NVIDIA has shown strong strength and has been recognized by the market.
So the question is, with such a technologically powerful American core company, is the American core industry saved? Regarding this question, I believe that many people have the answer, and things are not so simple, as foreign media said, "a roadblock has appeared". It is undeniable that Nvidia is in a period of rapid climbing, but unfortunately, Lao Mei does not seem to take Nvidia seriously. At such a critical moment, Raimondo named Nvidia and asked Nvidia to upgrade the blockade of chip exports to China, isn't this "adding fuel to the fire"?
It can be seen that in the eyes of Lao Mei, suppressing Chinese enterprises and preventing the rise of China's science and technology is more important than supporting the development of Meixin enterprises. It can even be said that in the Sino-US science and technology dispute, Lao Mei not only disregards the interests of Chinese enterprises, but also does not take the interests of the American chip giants to heart, which is equivalent to "indiscriminate" suppression. On the contrary, it will make the company feel cold and disappointed, and in the long run, the company will lose confidence and trust in the official.
Under this trend, Nvidia is likely to continue to adopt a "customized policy" to circumvent the ban and continue to export AI chips or GPU products to China that meet the requirements of the ban. Again, "hegemonism" is no longer applicable to this era, there must be brave men under heavy pressure, stop being obsessed, cooperation can be a win-win situation!