Recently, US chip maker Nvidia confirmed that it will launch a new chip A800 in China, which complies with recent U.S. government export control regulations. A Nvidia spokesperson announced in a statement to the media that the Nvidia A800 GPU was put into production in the third quarter and is an alternative to the A100 GPU. Because the chip A100 was included in the export control list by the US Department of Commerce more than two months ago, Nvidia had to make such a circle. The US chip ban has been really put into practice. There are policies on the top, but there are countermeasures that cannot be stopped. Nvidia's fantasy operations shocked the world.
At that time, the US government ordered chip manufacturer Nvidia to stop selling some high-performance GPUs to China, and another chip company, AMD, also said it had received a relevant ban. The purpose of the US government is to limit high-end chips and supply low-end chips, and try to crack down on the development of China's supercomputing intelligent computing through the supply cut of high-end computing chips. This time, it was the result of layer-by-layer increase. The US government had already taken action against China's supercomputers three times before.
In 2015, four relevant Chinese institutions in China's "Tianhe 2" project were included in the entity control list by the United States; in 2019, five institutions including Haiguang, Inspur, Wuxi Jiangnan Computing Technology Research Institute, etc. were included in the entity control list; in 2021, seven supercomputing institutions including Feiteng and Shenwei entered the entity control list. This time, the cooperation intention of domestic American manufacturers is directly restricted, and the means are upgraded in terms of the method and scope of the attack.
However, Nvidia does not want to give up the big cake of the Chinese market. Therefore, there are policies from the top and countermeasures from the bottom. As a manufacturer, Nvidia is not unable to crack the restrictions of the US government. Since the US government restricts the export of high-end chips, what is "high-end chips"?
bandwidth is too high? Then I'll block it; the computing power is too high? Then I dropped from 2Ghz (Gihz) to 200Mhz (MHz), is it still high? This is in line with the U.S. government's export restrictions. As for how customers will do DIY after they are sold, I can’t control it. If the chip is overclocked after delivery, I will not provide a warranty. The process is very reasonable, is there any problem? No problem!
After all, these things have really happened in the Chinese electronic components modification market. The processor capabilities of some models are generally overclocked by 50%; the processor's dual-core to quad-core, and coupled with overclocking, the performance improvement has soared by 300%. As long as both parties have the willingness to cooperate and the price is appropriate, it is not a problem if the product exceeds the standard, and the market will vote with its feet in the end. At this pace, can Nvidia make money? Will Intel and AMD not be able to operate in a slutty way? Maybe by then, the implementation of "customized services" for specific regions by major manufacturers is a new trend in future cooperation.
China is the largest demand market for artificial intelligence chips, and the development and improvement of China's chip industry is equivalent to telling the world that the dividend period is limited, and related manufacturers should seize all time and opportunities to expand their share in the Chinese market. That's why Nvidia's lip service was a lie and unwilling to change its determination to cooperate with China.
In the context of globalization, the US government's practice of hindering international scientific and technological exchanges and economic and trade cooperation is destined to be a waste of money. Not to mention whether the partners agree or not, U.S. companies and investors are probably the first to jump out and oppose it. Business behavior is ultimately driven by interests, and it is inevitable that it will not be willing to lose the opportunity to benefit in the Chinese market. The US government's blockade will eventually be unpopular.
0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 Big companies that have been struggling in the market understand that if they engage in blockades, it is tantamount to giving up the market and leaving opportunities to their opponents. What's more, China's experience has proved time and time again that China's industrial foundation is the most perfect in the world and nothing can be done. If the Chinese themselves make it up to fill the market, will the US government help these American companies when they drink the northwest wind?
At present, many chip companies around the world have made it clear that the US government's chip ban on China will not only cause losses to US chip companies, but will be a cold winter for the global chip market.Because China's chip market is of great significance to any chip company around the world, especially American and Korean companies. Even if the Biden administration takes a series of unfriendly postures, it still cannot stop major manufacturers from going to China to seek cooperation.
