New restrictions on semiconductor exports to China are scrambling sales and fueling concerns that the Chinese tech giant will become a chip-making powerhouse.
Oof, they’re already worried about the Chinese hardware… It makes sense, I just didn’t know they’d be worried yet. As I’ve said in another thread, if they are barred from the Chinese market Huawei and whoever else is developing AI accelerators would become competitive faster and take over the market. There’s no coming back from that for NVIDIA. It’s also likely that China would let Huawei sell these around the world for cheap, so NVIDIA’s profits are going down anywhere Huawei isn’t banned, which probably includes most of the West. This should still be a few years out though, as Huawei can’t use TSMC to mass-produce and SMIC can’t do EUV yet.
Oof, they’re already worried about the Chinese hardware… It makes sense, I just didn’t know they’d be worried yet. As I’ve said in another thread, if they are barred from the Chinese market Huawei and whoever else is developing AI accelerators would become competitive faster and take over the market. There’s no coming back from that for NVIDIA. It’s also likely that China would let Huawei sell these around the world for cheap, so NVIDIA’s profits are going down anywhere Huawei isn’t banned, which probably includes most of the West. This should still be a few years out though, as Huawei can’t use TSMC to mass-produce and SMIC can’t do EUV yet.