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Some people say, why does the word chip when it comes to technological development? It has to be said that chips have appeared in international information in the past two years very frequently. On the one hand, it is because chips are very important for future technological development, and on the other hand, the United States likes to use chips to make a fuss. Some time ago, the newly formulated chip rules in the United States have affected the development of my country's technology companies on the surface. In fact, American chip giants have long been unable to do business normally. Now that the profit of the US chip giant has plummeted, its revenue is facing a huge reduction, and it has finally chosen to collectively "rebound". Even the US media have seen the status quo clearly and said that what they blocked is not technology, but their own financial path. It seems that the reversal is really coming.
We all know that the United States has never done business at a loss, and the same is true in the chip industry. Careful friends have discovered that the United States has always handed over the "cool work" such as chip manufacturing to Asian foundries, and does work hard and profitable work by themselves. That is, focus on chip research on chip design fields with higher profits, and then ignore the chip manufacturing industry with lower profits. As the problem of chip shortage arises this year, even the United States has encountered a tight chip supply situation. Today, although the United States calls on global chip giants to build factories in the United States and strengthens the domestic chip manufacturing industry, new and more serious problems have emerged due to the formulation of US rules.
We all know that if you want to make money, customers should pay the most attention. As the largest importer of American chips, China can also import about 30% of the high-end chips produced in the United States every year, in addition to mid- and low-end chips, which can be said to be the biggest "funding owner" of American chip companies. Affected by the US chip rules, U.S. chips are now blocked from exporting to China, and the revenue of U.S. chip companies has suffered a serious decline. It can be seen how unreasonable the US chip rules are. In order to achieve their goals, they even ignore the lives and deaths of their own national chip companies. Nowadays, chip giants such as Nvidia, Intel , Qualcomm are facing serious losses, and some companies have even reached the dilemma of layoffs. So in order to save themselves, these companies have chosen to ignore the rules and collectively reverse the situation and try every means to bypass the rules and re-cooperate with Chinese companies.
first is Nvidia. In order not to lose Chinese customers, Nvidia bypassed the banned A100 and H100 chips, and specially launched A800 chips to Chinese customers, both of which are 7nm chips, but the broadband network speed has been reduced a little, and other performance has not changed. The second is Qualcomm. Qualcomm Snapdragon chips once dominated the Chinese mobile phone market. At that time, all domestic mobile phones were equipped with Qualcomm Snapdragon chips, and their development in the Chinese market was smooth. However, now I feel uncomfortable seeing my revenue drop. So in order to bypass the rules, Qualcomm launched a brand new processor Oryon, trying to break through the chip rules and regain the favor of the Chinese market. When it comes to Nvidia and Qualcomm, Nvidia must be inseparable.
As an important CPU chip for Chinese laptops, Nvidia accounts for about 30% of its revenue from the Chinese market, which shows the trust of the Chinese market in Intel chips. Now that Nvidia's GPU chips are hindered from exports, Intel has begun to launch its own GPU chips to the Chinese market, hoping to take this opportunity to seize the Chinese GPU market. You should know that most of the Chinese GPU market is from Nvidia. In order to recover the losses, Intel will not care even if it is an internal fight. It seems that the US media is right. What they blocked this time is not technology, but the financial path of their own companies.
