"Chinese manufacturers are reluctant to be tied down by American chips, and Nvidia has realized this"!
Nvidia's main revenue** is not China. Both pointed out that NVIDIA's data center business was its largest revenue**. The Chinese market accounts for only 4-6% of Nvidia's data center business, which is Nvidia's largest revenue**. At the same time, major local producers are trying to break away from the heart of the United States and begin to rise. For example, despite multiple export controls, Nvidia still offers H20-specific H20 processors to Chinese consumers in the United States.
According to a spokesperson for Nvidia and U.S. officials, the chips are not under U.S. export control.
Although the United States** has been reporting that Nvidia's custom chips are not favored by China, according to Nvidia, the company has sent a product to China and is waiting for a reply. Samsung Electronics believes that U.S.-made chips will continue to be popular in the Chinese market as it balances export controls with consumer demand for chips.
However, what is surprising is that the practice of not adopting the American kernel, as well as the "transaction" within Nvidia, has become an inevitability.
Of course, the United States has been reporting that Nvidia's custom chips have not been favored by China, after all, China has not completely cut off its dependence on Nvidia, but according to Nvidia, the company has sent a product to China and is waiting for a reply.
Some of Nvidia's customers rely on TSMC foundry instead of Samsung. Some of TSMC's customers, such as Nvidia and Qualcomm, have transferred many orders to Samsung foundry. Therefore, Samsung Electronics is also full of confidence in NVIDIA's custom chips.
The Chinese market does have a demand for American chips. China is an important customer of U.S. chip manufacturers, and U.S. semiconductor companies have a significant share of the Chinese market. The chips used in the products of several Chinese brands are mainly imported, including CPU, SOC, DRAM, NAND FLASH, CIS, RF, OLED, etc. This sentence is also based on the fact that after the U.S. export control to China, the three major semiconductor manufacturers need to balance between export controls and consumer demand for chips.
Nvidia (NVIDIA) is an American company that relies heavily on American technology for its products and technologies. It is mentioned that the United States ordered Nvidia to stop selling some high-performance GPUs to China, and Nvidia's H20 processor is indeed designed for the Chinese market, and the H20 processor is related to the Chinese market, including reservations, pricing, performance, etc. In addition, the ** businessman also said that H20 is tailored for the Chinese market, but Nvidia's production is far from enough to meet the demand.
If not, then they should have ramped up production of H20 and are talking to Chinese consumers.
I think the problem is that Chinese manufacturers are extremely reluctant to make a stink of their own face.
Nvidia's H20 Limited Edition doesn't have an absolute upper hand in terms of performance. The H20 is lower than the H100 in terms of performance, especially in terms of computing power by about 80%. Compared with traditional AI chips, the ** of this product is much higher, because Nvidia is its largest ** supplier, so the use of H20 chips is undoubtedly a good choice for Chinese companies.
It can be seen that China has a certain R&D and production strength in the field of AI chips. Local Chinese companies are actively developing AI chips, and some have already made significant technological progress and market acceptance. Technology leaders such as Huawei are working on the development of local AI chips, as well as Huawei as a manufacturer with its own controllable chips and operating systems.
Nvidia's products are indeed subject to export controls. U.S.** export controls on Nvidia products, particularly to China. This means that Nvidia wants to reassure local manufacturers that they are afraid that they will be left behind by the United States in the future. Similar to this, due to the undesirable be"Suffocation", domestic manufacturers have not adopted this kind of chip.
From this, we can see that in the field of AI chips, China has a certain R&D and production strength.
As a leading enterprise among local enterprises in China, Huawei and other technology leaders are also actively investing in the research and development of AI chips, and some have made significant technological progress and market recognition.
Looking at Nvidia again, the United States has imposed export controls on Nvidia's products, which is indeed traceable.
And this also means that the United States** imposes export controls on Nvidia products, especially export controls to China. This means that the United States wants to reassure local manufacturers that they are afraid that they will be left behind by the United States in the future.
The same goes for the reason that I don't want to be"Suffocation", domestic manufacturers have not adopted this kind of chip.
In fact, this is very practical, but there is no need to develop to this point today, the United States has set a few precedents, and we cannot completely ignore whether we will continue to use those more mature integrated circuits in the future. And we'll continue to use NVIDIA's NVIDIA chips, and as computer technology continues to evolve, our influence will grow. At the end of the day, we still don't want to be fired, and not being fired is a good choice.
There is no single reason for the decline in NVIDIA's chip sales. The decline in sales is related to factors such as inventory backlog, decline in the game business, macro environmental impact (such as the new crown epidemic), and chip shortages.