Another face-changing? China's failure to import Blackwell chips, the White House cuts off Huang Renxun's last hope
Recently, the share of the chip giant NVIDIA in the Chinese market has plummeted from 95% to zero. The most advanced Blackwell chip in CEO Huang Renxun's hands has never been able to cross the White House's sales ban line.
When asked whether he planned to sell the Blackwell chip to China, Huang Renxun expressed helplessness in his remarks during the recent APEC summit, "I don't know. I hope one day it can."
On the other hand, the U.S. president's response was straightforward: "We are not talking about Blackwell. Advanced Blackwell chips will not be exported to other countries." The sudden zeroing out of the Chinese market means a potential loss of hundreds of billions of dollars for NVIDIA annually.
Previously, their relationship was once very close, leading Huang Renxun to believe that Blackwell chips could be sold to China. Now it seems the other side has changed again.
At the same time that the Blackwell chip is banned, the White House has opened a small window for NVIDIA - the H20 chip with reduced performance. However, many Chinese enterprises have already developed chips that are comparable to the H20, making the H20 chip not competitive.
Why has the Blackwell chip become a key target for the White House's export ban? The White House explained that it is "super advanced," unmatched globally, and that "Chinese companies will not catch up within five years."
In August's earnings call, Huang Renxun emphasized, "The opportunity to bring Blackwell to the Chinese market is real," and promised to continue striving to sell GPUs based on the Blackwell architecture to China.
But this statement by the White House indicates that semiconductors are seen as the last cover for America's high-tech industry and also as the last sunset of American industry.
Original: www.toutiao.com/article/1847730455928839/
Statement: This article represents the personal views of the author.