The role of the U.S. chip rules is mutual, restricting companies from buying U.S. products while U.S. giants cannot ship. This is an unacceptable result for the Meixin giants, which have always relied on China's chip sales market.
Therefore, they are all working hard to win orders in the Chinese market, the United States did not expect that the chip ban burned its backyard, and the three major chip giants in the United States began to "reverse the water" and continue to deepen cooperation with the Chinese market.
How important is the Chinese market to U.S. companies? Almost most U.S. companies have about 30% of their revenue sources in China, and a large number of chip products are sold hot in China, and decades of deep cultivation make them inseparable from the Chinese market.
The United States, however, wants to prevent advanced technology from entering the Chinese market and compete by unconventional means. Without the support of the Chinese market, US companies' chip shipments fell, revenue declined, and fell into layoffs.
In order to avoid the continuous fermentation of the situation, US companies took the initiative to strive for more cooperation opportunities in Chinese mainland, and the three major US chip giants have begun to "reverse the water".
The first is Qualcomm's official announcement of cooperation with China Radio and Television.
Many people think that Qualcomm is just a simple chip supplier, but in fact, Qualcomm's real strength is reflected in communication technology. In the past few network eras, Qualcomm has a large number of patents, and Qualcomm's baseband chips rank first in the world.
Based on its own communication strength, Qualcomm officially announced cooperation with China Radio and Television, one of China's four major operators.
The two parties jointly promote the application of 5G hotspot coverage solutions in vertical industries, and use Qualcomm's 5G RAN platform to help China Radio and Television improve 5G hotspot coverage in the 700MHz/4.9GHz band. The significance of the cooperation is to reduce the deployment cost of China's radio and television 5G network and give full play to the high-value commercial capabilities of 700MHz as the golden frequency band.
Qualcomm is not only providing chip products for Chinese companies, but also deepening cooperation in technology.
It is worth mentioning that Qualcomm released the second-generation Snapdragon 7+ platform, which has been officially announced by a number of mobile phone manufacturers, and it is expected that from the second half of this year to next year, the second-generation Snapdragon 7+ platform will be widely promoted in the commercial market. In this way, Qualcomm's layout in the Chinese market will be more in-depth.
Secondly, Intel launched two Chinese special version chips.
Intel and AMD's CPUs almost monopolize the entire PC market, and the market is full of Core and Ryzen series chips. Among them, in order to strive for China's market share, Intel has specially launched two Chinese special version chips, namely i5-13490F and i7-13790F2345.
Perhaps in the eyes of some people, since it is a special version, it should be weakened in performance. On the contrary, Intel made a bigger performance upgrade.
Taking the i5-13490F Special Edition as an example, compared with the normal version, the memory bandwidth has been increased from 2933MHz to 3200MHz. The i7-13790F Special Edition also increases the cache from 25MB to 30MB on the basis of the General Edition, and the chip price of both Special Edition has decreased.
If Intel is either trading at a loss, it wants to further open the door to the Chinese market through these two chips. In the case of sluggish revenue and profit, the chip sales business was revived.
Finally, NVIDIA supplies chips for China.
It is not only Intel that provides China with special version of the chip, but also GPU giant Nvidia. Last year, shipments of Nvidia's A100 and H100 high-end GPU chips were restricted.
So NVIDIA quickly introduced the A800 as a replacement for the A100. Most of the configuration has not changed, except that the bandwidth of the NVLink high-speed interconnect bus has been reduced from 600GB/s to 400GB/s.
NVIDIA used bandwidth reduction to meet the US chip export rules, which not only complied with the rules, but also maintained the Chinese market.
But it's not enough, this time NVIDIA also launched a special version of the chip for H100, that is, H800. The configuration has not changed much, but the chip interconnect bandwidth has been reduced, also to meet the US chip export rules and avoid providing too much computing power.
According to foreign media, NVIDIA H800 has been supplied to domestic "BAT" manufacturers, or used in artificial intelligence training, data centers and other high-computing power scenarios.
NVIDIA frequently launches special versions of chips for China, the purpose is self-evident, for this part of the Chinese market will not easily give up. From another perspective, NVIDIA's launch of special chips may be able to achieve greater sales, because originally only one GPU was needed to meet the demand for computing power, but now two GPUs are needed to increase computing power.
Customers are forced to purchase more special versions of the chip to meet the performance requirements of the original. I don't know if the United States deliberately did this, or accidentally, in short, if the US company opens the Chinese market through the special version of the chip, not only will it not suffer losses, but also achieve greater revenue returns.
Of course, what kind of chip products American companies provide is the other party's business, and domestic manufacturers are already stepping up the layout of CPU and GPU chips. CPU general-purpose processor has Loongson Zhongke to participate in the layout, Loongson 35A000 in the market in short supply, GPU graphics processor also has Jingjiawei, Moore thread and other domestic manufacturers self-developed breakthroughs.
The US chip ban burned its own backyard, and US companies began to "reverse the water" to step up the layout of the Chinese market, expecting domestic manufacturers to break the ice and occupy a place in the market.
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