The reason why the United States has the famous title of "Silicon Valley in the World" is not only because semiconductors have taken root in the United States and the United States has mastered a large number of technical patents, but also a large number of chip giants in the United States monopolize many industries. U.S. companies have relied on these technological advantages to enjoy the high dividend in the past few decades of the development of the electronics industry.
For example, Qualcomm in the mobile phone field, for a long time, many mainstream brands, including Huawei , have used Qualcomm's chips, and each mobile phone also has to pay Qualcomm a patent fee of about 5%. Relying on the domestic mobile phone market and domestic mobile phone brands, Western companies have made a lot of fleece in China.
But after entering the 5G era, Huawei has built a 5G Kirin chip built by years of communication technology accumulation and semiconductor technology, combined with Huawei's deeply optimized EMUI, which once made Huawei mobile sales exceed Apple and Samsung , which made the Americans particularly jealous. After that, Huawei was targeted one after another by the United States. In the end, cut off the supply of and Huawei's chips, and its mobile phone business gradually fell from the second in the world to the ranks of "others".
Everything has two sides. The cut-off of Huawei has caused some American companies that have cooperated with Huawei to suffer a heavy blow. After losing Huawei orders, Qualcomm exceeded US$8 billion per year, and Micron also lost approximately US$2 billion per year. However, in order to curb the development of Chinese companies, the United States does not seem to care about these things.
At the end of August 2022, the United States introduced a ban to restrict the export of two chip giants, Nvidia and AMD, to China to China for the top chips in the field of artificial intelligence , such as A100 and H100. Due to their powerful computing power, these chips are very popular in cloud computing, AI, supercomputers and other fields, in order to curb the rapid development of my country's AI, cloud computing and other industries.
US chip giant officially announced that there are policies and countermeasures on
. In just over two months, the plot has undergone a huge reversal! Nvidia announced that it has provided a "alternative product" for Chinese companies and said that the product will not violate the ban. This product is A800. What is the difference compared to the A100 series? The naming methods of
A800 and Snapdragon 888 are similar, but in terms of performance, this chip cannot achieve overclocking and speed up through software. For example, the A100 has a speed of 800GB/s, and the limit stipulates that the exit rate does not allow it to exceed 600GB/s, while the A800 is the highest at 600GB/s. It is reported that this is a castrated version of the A100, but most of the hardware parameters are exactly the same as those of the A100. There is basically no difference between Internet manufacturers such as Tencent and Alibaba , but the Internet band is a little narrower, and Nvidia's move has also made the "ban" become "waste paper" unable to take effect!
Why does Nvidia do this?
Some people think that Nvidia's CEO is Chinese American Huang Renxun , but this is actually secondary! The reason is that Nvidia is an American company, and what it pursues is always profit. According to public data, Nvidia's revenue in China reached more than US$7.1 billion in 2021, accounting for 26.4% of the total revenue. China is undoubtedly one of Nvidia's most important markets.
But as my country included "mining" on the "eliminated industry" list, the end of the mining boom has also had a significant impact on the demand for high-end graphics cards. It is reported that Nvidia's revenue in the second quarter of 2022 was US$6.7 billion, with falling by 19% month-on-month , and its net profit fell by 59%, almost returning to the level of 2020. If the A100 series of high-end products are included in the "blacklist", it will inevitably cause a heavy blow to Nvidia in the future. This is also why the US semiconductor sector ushered in a big avalanche after the US upgraded its control list!
What does this tell us?
Through this matter, it is not difficult to find that this so-called "autumn wind sweeps away the fallen leaves" sanctions seem to have a very wide impact on the surface, but it is just applied to the surface and is useless. " Capital on " writes: "If there is 50% profit , capital will take risks; and if there is 100% profit, capital will dare to trample on all human laws."We have the best market in the world, which is our big advantage!
But we cannot always hold on to others' thighs. Everything in front of interests is temporary. While we have not been completely cut off, we should develop our core technologies more. After all, the hegemony of the US imperialists is not formed in one day, and lifting the ban can only play a paralytic role at most!
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