White House officials: "China's chip design lags behind the US by two years, and Huawei is rapidly catching up!"

On July 22, the South Korean media "Global Economy" published an article stating that it is expected that the gap in semiconductor technology between the United States and China will narrow within two years. David Sacks, the White House official in charge of AI and cryptocurrency affairs, recently told the media, "China is currently lagging behind us by one and a half to two years in chip design, but Huawei is rapidly catching up."

He assessed that China has already become proficient in circumventing regulatory rules in the semiconductor industry. He specifically predicted that even though Huawei is restricted in GPU production, it will soon start exporting finished hardware. Sacks said, "We should be concerned about Huawei's competition in the global market," and predicted, "It hasn't reached that level yet, but the situation will change in the future."

If Huawei becomes a major supplier in the global GPU and AI hardware market, American companies such as NVIDIA and AMD will face direct competition.

Sacks expressed high concern about this. He said, "If we restrict the sale of American products in the global market too much, we may regret it later. Since we can monopolize the market, why not consolidate the US technology system?"

He also explained that this concern is the background for changing past policies. He stated that the cancellation of the Biden administration's GPU export restrictions was due to concerns about losing market dominance. He added, "Preventing cutting-edge semiconductors from entering China is a reasonable policy goal, but we should not restrict exports to friends and allies."

NVIDIA CEO Jensen Huang also criticized the US's strict export control policies. He believes, "Blocking Chinese researchers from using NVIDIA hardware means the world cannot benefit from the innovation of Chinese scientists."

Original: https://www.toutiao.com/article/1838313200251968/

Statement: This article represents the views of the author."