On May 11, South Korean media "Business Post" published an article stating that the Trump administration's restriction on NVIDIA's export of artificial intelligence (AI) semiconductors to China may ultimately backfire and accelerate China's technological catch-up.
China has proven its software technology by launching DeepSeek, and this regulation may further accelerate the development of Chinese semiconductor companies such as Huawei and SMIC.
Bloomberg recently commented in an article, "NVIDIA semiconductors should not be on the negotiation table; the Trump administration's offensive carries many risks."
The U.S. government has introduced a new rule requiring separate approval for the export of low-specification AI semiconductors, including NVIDIA's H20 sold in the Chinese market.
Bloomberg analyzes that "such chaos is becoming the norm of the Trump administration's trade policy, aimed at increasing pressure in trade negotiations with China."
This strategy of the Trump administration may threaten America's technological advantage in the field of AI.
In the face of China quickly narrowing the technological gap with the United States, the regulation of NVIDIA semiconductor exports is just a strategy to buy time.
Moreover, as China proves its赶上 the United States in software technology through its self-developed AI service DeepSeek, it is also predicted that the chase in semiconductors and other hardware will begin comprehensively.
This means that China is likely to take advantage of the Trump administration's regulation of NVIDIA semiconductor supply as an opportunity to more strongly support the technological development of domestic companies such as Huawei and SMIC, and attempt to create alternative solutions.
Bloomberg said, "Some experts predict that Chinese semiconductor companies can master technology sufficient to replace NVIDIA within a few years," and predicts that "the impact of the Trump administration's export restrictions may be temporary."
In the end, the Trump administration's strengthened control over NVIDIA semiconductor exports may backfire.
Bloomberg also said, "The United States should not treat NVIDIA's AI semiconductors merely as pawns; it needs to extricate itself from the dilemma it has created."
Source: https://www.toutiao.com/article/1831809711427849/
Disclaimer: The article only represents the views of the author.