Foreign media said that Nvidia suddenly reversed
In recent years, companies in the chip industry have faced difficult times. First, the global core shortage suddenly turned into a surplus; Second, the United States directly intervenes in the chip industry, making major chip companies subject to US regulation and restrictions.
The chip surplus is caused by market conditions, and the intervention of the United States is an artificial limit, and even chip giants such as Intel, Envidia and Qualcomm are unlikely to get ahead by collectively demanding profits. Envidia, in particular, didn't expect things to turn so quickly.
Over the years, the early development of the U.S. semiconductor industry has led to the birth of a number of giant companies using advanced chip manufacturing technology in China, especially China, the world's largest semiconductor market.
It has always existed due to the over-sophistication of the technology for producing chips"Buy but not make"Chips have always been imported. In recent years, the annual import value of chips has reached 400 billion yuan, making foreign chip companies very profitable.
Basically, Intel, Nvidia and other mainland companies account for about 30% of sales, and Qualcomm accounts for 671%。
This shows how good the chip companies in the United States used to be. But what they didn't expect at all was that the reasons for this suddenly changed. It's not because they've lost their abilities, it's because their own people have changed.
The sudden deterioration of the chip situation is the general trend and the basic law of the semiconductor industry, we bear the loss without regrets, but the United States directly intervenes in the chip industry and restricts the high-end chip series, which may be a man-made disaster.
It is worth noting that chips are high-tech products that generate high returns and positive cycles due to their technological leadership.
At the same time, almost all U.S. chip companies are in the middle of huge losses, as productivity declines and pressure from the downward trend in the chip market. They also have to face U.S. restrictions on high-end chips**, which leads to losses.
For example, Intel Corp.'s numbers have been down sharply for several quarters in a row, and Qualcomm has begun laying off employees to protect itself from losses.
The only exception is Envidia, whose performance has risen instead of decreasing, but this is not because Envidia is not throttled, but because it is firing on full fire and keeping up with the pace of artificial intelligence, otherwise how to be on par with Intel and Qualcomm.
Nvidia's constraints in the U.S. are more immediate and severe. The sudden global wildfires have accelerated the development of artificial intelligence, and Nvidia's GPU chips are the key chips needed for artificial intelligence.
Artificial intelligence (AI) is also an important technology in the future, and the United States, hoping to hinder the development of artificial intelligence to maintain its leading position, has pointed the finger at Nvidia and said that it cannot provide high-quality AI chips to Chinese companies.
The mainland market is very important to Nvidia, so the company has released a mainland version of the chip specifically to comply with export regulations.
The A800 and H800 models, also known as the A100 and H100, were modified by Nvidia Corporation in accordance with US regulations.
Despite this, the specialty chips were able to meet the demand and were acquired by Chinese companies. However, the United States was not reconciled and once again expanded the regulation of chips, and the improved special chips were also regulated.
Eventually, since Nvidia is an American company and can only comply with American regulations, it had to make changes again. However, U.S. Commerce Secretary Raimondo said that the new special edition will also be available in limited quantities. As a result, Nvidia CEO Jensen Huang was furious.
Raimondo then reversed his hardline stance, telling the outside world that Nvidia would allow shipments, but high-end chips would still need to be restricted. However, what Nvidia didn't expect was that this particular version of the chip was completely free of American restrictions and was just as cool.
According to related reports, the number of chips purchased so far is far less than the number of chips that have been banned, and their performance has also been reduced by 85%.
In fact, large cloud computing companies such as Alibaba and Tencent have begun to make changes, on the one hand, increasing their efforts to obtain relevant chips internally, and on the other hand, outsourcing chip procurement to local companies, such as Huawei, to purchase artificial intelligence chips.
Now, Huawei's self-developed giraffe chip has made a comeback, indicating that it has basically solved the chip manufacturing problem, and in addition to the giraffe SoC mobile phone, Huawei has many other series of chips, just like the AI chip Ascend series, facing the improvement of computing performance.
Huang also said some time ago that mainland companies are rapidly developing artificial intelligence chips, and specifically mentioned Huawei. He apparently did not expect the consequences of US regulation to be so severe that he would lose the chip market and have to watch his competitors grow.
In this regard, there are foreign ** reports that the situation of Nvidia has suddenly changed, and its products are no longer welcomed by Chinese companies and have become victims of restrictions!