A new round of Meixin sanctions will take effect within 30 days! Nvidia looks confused, British media: Chinese chip manufacturers benefit

Since the release of the Huawei Mate60 series, Huawei has become a "target of criticism", with foreign research institutions almost tearing down the Huawei Mate60 series and leaving nothing behind. Unfortunately, the United States did not find the desired results on Huawei Mate60 and could only stare blankly.

But after fully dismantling the Huawei Mate60Pro, Raymond still issued a harsh statement - he will never supply advanced chips to China. I thought this was just the last "stubbornness" of the United States, but I didn't expect the action to come so quickly.

Recently, the United States released new chip regulations, further tightening the supply of AI chips to China. As a leader in the field of AI chips, NVIDIA is the first to bear the brunt. Its A100, H100, A800, H800, and even RTX4090 cannot continue to be supplied to China. This time, NVIDIA is in a daze.

According to Raymond, the reason for the new round of sanctions against China Semiconductor is to prevent China from acquiring advanced chips, especially advanced AI chips, and thus prevent China from breaking through in cutting-edge technology fields such as AI and quantum computing. After the ban is issued, it will take effect in 30 days, leaving little time for Chinese enterprises!

In fact, before the release of the new regulations, NVIDIA's supply of AI chips to China was also affected to some extent. However, in order to bypass the US ban, NVIDIA came up with a "customized" approach and created a "specialized version" of AI chips for Chinese enterprises. Perhaps this approach angered the US and led to another tightening of supply policies.

With the release of new regulations, it has also sparked global discussion, and related American chip giants such as NVIDIA, Intel, and AMD have also experienced a "stock price decline". It should be noted that NVIDIA relies heavily on the Chinese market, with data center chips accounting for 25% of NVIDIA's total orders, making a significant contribution.

Another point that needs to be emphasized is not to think that this is the last time China Semiconductor has been sanctioned by the United States. Raymond has clearly stated that in the future, the regulations of China Semiconductor will be updated at least once a year to fill the loopholes. Obviously, this sentence is meant for Nvidia. If you want to continue to exploit loopholes, it will definitely not work, and the "special edition" chip is also useless.

From the perspective of the United States, modifying chip rules is a powerful response to Chinese technology and demonstrates its tough stance, which can also be considered a deterrent to Huawei. However, in reality, foreign media do not appreciate US sanctions and even ridicule them. After the foreign media roast that the US sanctions against Huawei were a "joke", the British media also published an article, the main content of which was that the tightening of US regulations on China would benefit Chinese chip manufacturers and seize more market shares.

Objectively speaking, the sanctions imposed by the United States on China are equivalent to cutting off the path of "outsourcing" by Chinese companies, but this approach is extremely extreme. Chinese companies cannot buy it, and American companies cannot sell it. And Chinese technology companies can only be forced to embark on the path of "independent research and development", which has driven the rapid development of Chinese equipment manufacturers and chip manufacturers. Once Chinese technology companies achieve technological breakthroughs and self-sufficiency, the advantages of American companies will disappear. In Zhang Shaozhong's words, it's not that the United States won't sell anymore, but that we won't buy anymore!

In the current era of global economic integration, cooperation is the way to achieve win-win results. The United States insists on using its technological advantages to suppress Chinese enterprises, which is a "win-win" approach and has no benefits! What do you think of this? Welcome to comment and leave a message!