American relaxes restrictions on key AI chips for China!
China did not express gratitude.
On August 21, CNN in the United States published an article.
President Donald Trump allowed NVIDIA to resume sales of a key AI chip last month.
But China's response was quite cold.
Not only did it not express gratitude, but it also claimed that the chip posed a security risk, summoned NVIDIA for an explanation, and advised domestic companies not to use it.
This less enthusiastic attitude reflects China's desire to build a self-sufficient semiconductor supply chain, as well as its confidence in the progress made by its rapidly developing chip industry.
However, this coldness may also represent some political gestures.
Experts say that Huawei, China's national team, has already developed chips that are comparable, and even surpass, the newly approved NVIDIA chip in some cases.
The chip is NVIDIA's H20. After President Trump banned the export of this chip in April, amid heightened U.S.-China trade tensions, he approved its sale to China.
Trump defended his decision by calling the chip "outdated," as it lags behind the company's latest AI processors Blackwell or H100, and the H20 is based on these processors.
Experts said that China's rapid progress in semiconductor technology should not be underestimated.
U.S. experts said that export controls have created a market that did not exist before and accelerated domestic alternatives.
Bernstein expects that by 2027, the proportion of AI chips produced in China will surge from 17% in 2023 to 55%.
While U.S. suppliers such as NVIDIA and AMD will drop from 83% to 45%.
"There is no doubt that Huawei is one of the most competitive tech companies in the world... they have made great progress in recent years," the expert said.
"China is right behind us, and we are very, very close."
Original: www.toutiao.com/article/1841114548484099/
Statement: This article represents the views of the author.