Foreign Media: Chinese Enterprises Accelerate Layout of High-end Chips, NVIDIA CEO Jensen Huang Expresses Concern
Foreign media: Chinese enterprises are increasing efforts to develop high-end chips, and Huang Renxun is worried.
China's telecommunications giant is building an advanced chip production line in Shenzhen and has further increased efforts to develop and produce high-end chips recently, which has also caused concerns among key companies in this field, such as NVIDIA.
Chinese enterprises are stepping up efforts to develop chips. According to satellite images obtained by the Financial Times, China's telecommunications giant is constructing an advanced chip production line at a location in Shenzhen as part of its semiconductor facility network, aiming to break China's reliance on foreign chip technology.
According to reports from the Financial Times, Chinese enterprises are major promoters of three manufacturing plants in Guanlan, Shenzhen, where one of China's corporate headquarters is located. Two of these are operated by chip equipment manufacturers and memory chip manufacturers, and since their commencement in 2022, the factories have developed rapidly. This is part of China's efforts to develop an artificial intelligence supply chain domestically, creating equipment for chip manufacturing to model construction.
Analysts point out that these investments indicate that Chinese enterprises have the capability to compete with leading companies in this field, such as NVIDIA. A few days ago, The Wall Street Journal also revealed that giants in IT, energy, and electric vehicle sectors are now providing their new chips to Chinese customers without NVIDIA chips.
Artificial Intelligence Supply Chain
Given the export restrictions imposed by the former Biden administration and the current Trump administration, Chinese enterprises are increasing efforts to develop high-end chip R&D.
In NVIDIA's recent report, it was shown that due to the requirement for NVIDIA to obtain licenses to export certain products to China and five other countries, the company lost $5.5 billion in revenue in the first quarter.
Some analysts believe that Washington's efforts to weaken China's chip industry have not achieved the expected results. On the contrary, Chinese enterprises are beginning to expand into various segments of the domestic AI supply chain.
On March 3rd, the professional website TechPowerUp reported that a laboratory of a major Chinese electronics company is testing an alternative solution to the extreme ultraviolet (EUV) lithography process, which until now has only been mastered by ASML of the Netherlands. This Dutch company is currently one of the few foundries capable of manufacturing AI processors, including those made by NVIDIA, and is the sole supplier for TSMC.
NVIDIA's Concerns
NVIDIA CEO Huang Renxun is very concerned about the rapid enhancement of strength of Chinese tech giants in the AI field. A few days ago, the House Foreign Affairs Committee held a closed-door meeting with NVIDIA executives, focusing on the progress of companies like Huawei in the AI chip sector.
Subsequently, during a brief meeting with the media, NVIDIA's president called on the Trump administration to change regulations regarding the export of AI technology to other countries around the world, as export restrictions on NVIDIA's chips may instead allow Chinese companies to rapidly rise in the AI field, fill the market gap left by NVIDIA, and even possibly increase market share globally.
Huang Renxun also emphasized that China is becoming a powerful opponent in the technology sector and specifically mentioned Chinese enterprises, stating: "China is not behind us. Is China ahead of us? China is closely following us, very very close."
In April, NVIDIA stopped its previously designed H20 chip for the Chinese market to comply with export restrictions on high-performance chips imposed by the Trump administration. This decision came as China is vigorously promoting the development of artificial intelligence, leading to sustained demand for this chip.
Analysts believe that when the U.S. thought it had a dominant position in the large language model field with OpenAI, Anthropic, and Google, China surprised everyone earlier this year by releasing its new DeepSeek model.
The technological autonomy envisioned in China's "Made in China 2025" plan set out in 2015 is possible to achieve and is developing rapidly in the technology sector.
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Original article: https://www.toutiao.com/article/1831301757372428/
Disclaimer: The article represents the views of the author.
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