1, the United States limits the export of top chips to China. This happened in Nvidia and AMD two chip companies, subject to the requirements of the US market, Nvidia and AMD will not be able to normally sell the corresponding top chips to China, this behavior also directly led to Nvidia and AMD stock prices plummeted more than 7%. In thisAfter the incident, the international community generally condemned such behavior of the United States, because the essence of this behavior belongs to scientific and technological hegemony. 2. To further protect the so-called fresh market, the United States forced Nvidia and AMD to stop selling high-end chips to China. After this happened, the market was generally not optimistic about the late development prospects of Nvidia and AMD, so the stock prices of these two chip companies went out of the slump in a short time. For our country, many domestic industries will also be affected by the lack of high-end chips. We need to develop our own chips as soon as possible. the United States will sell chips to China but not the top , in addition to the United States will sell chips to China but not the top , a broader understanding of our military field is the key area of chip use, Although the birth and production of chips is a very high-tech thing, but we also need to get our place in this field. Otherwise, American officials want to reduce the risk of the products being used in Chinese military projects.
So in this case, the United States issued a number of bans on NvidiaThe sales policy of some high-tech products such as Gaurui Gpus to China is also aimed at blocking China and curbing the development of China's science and technology. 2, today's chip innovation determines the direction of scientific and technological innovation, so the United States by blocking chip supply to contain China's development. In today's social development, chips are indeed becoming more and more important for scientific and technological innovation.
The impact of the latest US policy on chips in China: The policy may have a negative impact on China's semiconductor industry. This will leave many Chinese semiconductor companies without access to advanced chips and technologies, limiting the speed and quality of their industry's development. In addition, the US sanctions alsoIt could affect Chinese companies' overseas market share. Chinese semiconductor companies tend to focus on the domestic market, but their performance in overseas markets is not good enough. China has criticized the United States for restricting the export of top-of-the-line chips to China, calling it technological hegemony and a violation of the principle of fair competition. This move will not only affect the global development of science and technology, but also have serious consequences for the normal operation of chip manufacturers. Restricting chip exports is seen as a violation of market economy rules and international trade norms, with a lose-lose result for all parties involved.
The United States banned the sale of top chips to China, Chinese supercomputingIntel and Nvidia have been banned from supplying XEON chips to four of China's national supercomputer centres after the US government accused the Tianhe-2 and Tianhe-1A systems of violating national security interests by allegedly simulating nuclear explosions.
High-end chip "war" will enter the second half, the first half is marked by the United States' extreme sanctions on Huawei, mainly aimed at China's chip industry, and in the second half, the United States government, advocating free trade, began to tear off the mask, personally ended, and banned American chipsThe company sold high-end chips to our country. On August 31, US officials asked chip designer Nvidia to stop exporting two top-of-the-line chips used in artificial intelligence to China.
The US government has restricted Nvidia and AMD from exporting high-end GPU chips to China. The move targets China's supercomputing capabilities and artificial intelligence computing. In addition to supercomputing and AI, the restriction may also affect the computing power base of the Internet, big data, cloud computing and other fields. China's developing digital economy and new technological infrastructure will be severely challenged.Nvidia Corporation wasThe US government has requested restrictions on exports to China of two of the latest two generations of flagship GPU computing chips, the A100 and H100, which are used to accelerate artificial intelligence tasks. Chip giant Nvidia chip shares generally fell for a fifth straight day, with the Philadelphia Semiconductor Index and SOXX Semiconductor Industry ETF closing down about 9 percent.
The United States restricts the export of top chips to China. This happened in Nvidia and AMD, the two chip companies, by the requirements of the US market, Nvidia and AMD will not be able to normally sell the corresponding top chips to China, this behavior also directly led to Nvidia and AMD stock prices plummetedMore than 7%. After this incident, the international community generally condemned such behavior of the United States, because the essence of this behavior belongs to scientific and technological hegemony.
On October 31, the US government ordered chip manufacturer NVIDIA (NVIDIA) to stop selling some high-performance Gpus to China, according to Reuters, another AMD (Supermicro Semiconductor) also said it had received a relevant prohibition order. The new licensing requirements could impact the company's ability to complete H100 development or support existing A100 customers in a timely manner.
First, explore opportunities for international cooperation. The establishment of cooperative relations with technology companies in developed countries can not only meet the needs of domestic semiconductor equipment, but also avoid the restrictions of the United States and achieve strategic development. Second, improve independent research and development capabilities. The independent production of semiconductor equipment is the key to achieving technical independenceBy mastering the core technology, we can produce in accordance with international standards, thus promoting industrial progress. Third, increase the research on semiconductors.
The United States has asked AMD and Nvidia to cut off chip supplies to China. This is a sensational news in the chip industry, because the United States requires AMD and Nvidia to cut off the supply of high-end chips to China, so this matter directly leads to many industries in China by the United States will sell chips to China but not sell the top corresponding negative impact.
Restrictions will be proposed to domestic GPU and AI dedicated chip manufacturersFor a market test opportunity, China has the opportunity to find a breakthrough in the high-end GPU. As long as there is a breakthrough, our country's chips can be better developed. Secondly, there is a very important problem that is the lack of opportunities for domestic manufacturers to participate in the industrial chain division of labor.
This behavior itself is a lose-lose process, so this behavior in violation of the rules of market economy and international trade is not desirable. Especially for chip companies such as AMD and Nvidia, which are suppliers to almost all chip manufacturers, forcing Nvidia and AMD to cut off supply is simply not a matterOn fair play. The United States restricts the export of top chips to China.
Domestic enterprises have laid a solid foundation in storage and computing integration and super heterogeneous computing technology, which provides confidence for the rise of domestic Gpus in the field of AI. In the face of the hindered market situation of Nvidia's new products, domestic technology giants such as Ali and Tencent are seeking domestic alternatives, while enterprises such as Huawei are promoting the replacement process of domestic Gpus through independent research and development.
Why can Qualcomm provide chips to Huawei? Of course, it is not the United States to help Huawei, the main reason is that the pressure of Mediatek is too great, Qualcomm's old rival Mediatek is ready to impact the high-end market, although the 6nm Tianguet 1200 May not cause too much threat to Qualcomm, butIt is the upcoming Tianguet 2000 that makes Qualcomm feel the arrival of the crisis.
"On the one hand, it eases international relations, on the other hand, it increases competitors. If the competitors are not strong, Huawei will also decline. From that point of view, we have a completely open mind." The United States is most worried about from 5G to the core network industry, Huawei has no need of American parts.
ChinaCriticizing the United States for restricting the export of top chips to China, the United States will sell chips to China but not the top , arguing that this belongs to scientific and technological hegemony and violates the principle of fair competition. This move will not only affect the global development of science and technology, but also have serious consequences for the normal operation of chip manufacturers. Restricting chip exports is seen as a violation of market economy rules and international trade norms, with a lose-lose result for all parties involved.
The Chinese side said the act itselfIt belongs to the hegemony of science and technology, but also deviates from the basic principle of fair competition. To some extent, if the United States further restricts the export of top chips, this behavior will not only affect the scientific and technological development of many countries and regions, but also seriously affect the normal operation of chip manufacturers. This behavior itself is a lose-lose process, so this kind of behavior against the rules of market economy and international trade is not desirable in itself. On October 7, the US Department of Commerce upgraded export control measures against China in the fields of semiconductor manufacturing and advanced computing, including 31 Chinese companies,Research institutes and other groups that sell chips to China but not the top tier have been placed on the so-called "unverified list," which limits the ability of list subjects to obtain certain regulated U.S. semiconductor technologies. It is understood that parties listed on the unverified list are not eligible to receive items subject to export administration regulations through licensing exceptions.
The United States' restrictions on China in the chip field, especially Gpus, show an increasingly strict trend. These restrictions, introduced in 2022 and 2023, specifically target high-performance Gpus, reflecting the United States' preference for ChinaChina is concerned about rapid progress in the field of artificial intelligence.