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Foreign media: The three giants of the United States have "defected"!

author:Daxuan commented on technology

Laomei has always been the hegemon in the field of science and technology, so it has always enjoyed the rights and convenience of being a hegemon. Of course, under the circumstances at that time, Lao Mei's main impression of the mainland was "low-cost labor" and "large market purchasing power". In other words, at that time, the mainland was not regarded as a competitor by Laomei in the field of science and technology.

However, with mainland technology companies achieving "overtaking" in the 5G era, Laomei finally realized that we have become a strong opponent who was once not feared. How powerful is it? If you don't pay attention, you will be surpassed by the mainland, so Lao Mei began to restrict and suppress mainland technology companies under trumped-up excuses.

Foreign media: The three giants of the United States have "defected"!

Not only that, Laomei knows the importance of chips for a country. In order to prevent the mainland from catching up in the semiconductor field, Laomei has issued various regulations to restrict the development of the mainland's semiconductor field. For example, ASML is not allowed to sell EUV lithography machines to Chinese companies; TSMC cannot OEM chips for Huawei; Set various restrictions on enterprises that receive US chip subsidies, so that these companies are not allowed to invest heavily in the Chinese market, and so on.

Lao Mei's behavior has indeed limited the development of the mainland semiconductor field to a certain extent, but there is a saying in China that "killing a thousand enemies and self-harming eight hundred", does Lao Mei's various suppression regulations on the mainland really have no impact on itself? Obviously not, recently foreign media pointed out that the three giants of the United States "defected"!

Foreign media: The three giants of the United States have "defected"!

The three "defection" giants are NVIDIA, Intel and Qualcomm. First of all, NVIDIA, last year the old United States used the old excuse to restrict the export of NVIDIA's A100 and H100 chips. There is no doubt that this seriously affects the interests of NVIDIA, after all, the better the performance of the chip, the greater its profit margin.

In response to the so-called ban, NVIDIA launched the A800 chip for the Chinese market, which only "castrates" the transmission rate, and the rest is exactly the same as the A100. Recently, according to media news, NVIDIA concocted the law and launched the H800 Chinese market special version against the H100. Ali, Tencent, Baidu's cloud computing departments have all used this chip for the Chinese market, which shows that NVIDIA has also tried its best to bypass the ban.

Foreign media: The three giants of the United States have "defected"!

Moving on to Intel, Intel has been in the Chinese market for 38 years and has invested as much as $13 billion in China. The Chinese market can be said to be the top priority of Intel's business strategy, after all, Intel's China revenue accounts for 27% of Intel's global revenue, it can be said that Intel has been inseparable from the Chinese market.

In order to be able to develop better in the Chinese market, it has also launched two CPUs for the Chinese market, with stronger performance and lower price. Not only that, Intel's China strategy has been upgraded from 1.0 to 2.0, which can also show how much Intel attaches importance to the Chinese market.

Foreign media: The three giants of the United States have "defected"!

Finally, let's talk about Qualcomm, when the old United States suppressed the mainland semiconductor field, Qualcomm warned that if it continues to take restrictive measures against China, it is equivalent to handing over $8 billion to competitors. Although Qualcomm cannot supply 5G chips to Huawei at present, the benefits brought by 4G chips to Qualcomm are not small.

Now there is news that Laomei is considering whether to cancel together with the 4G license, and Qualcomm is worried that this news will affect its own sales, so it quickly stated that the 4G license that has been obtained will not be affected and can be shipped freely.

Foreign media: The three giants of the United States have "defected"!

From the actions of NVIDIA, Intel, Qualcomm, the three major American companies, it can be seen that the ban on the old United States is equivalent to "defecting". Lao Mei's restrictions on the mainland semiconductor field sacrifice the vital interests of US companies, and businessmen are in their nature to pursue profits, so the three major US companies do not want Lao Mei to smash their "pot".

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