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preface
In order to restrict the development of China's high-tech technology, the United States has restricted chip exports.
But what the United States did not expect was that Chinese could not give in so easily. Chinese companies directly cut orders sharply, the US chip market was hit by a major blow, and foreign media directly said that "China does not buy it."
China's chip imports continue to decline
According to relevant data, in the first two months of 2023, China's chip imports fell directly by 26.5%, imports fell sharply to 30.5%, and the number of chips also decreased by 32.1 billion year-on-year, directly breaking the decline record of China's chip imports.
China can be said to be the country with the largest amount of imported chips in the world, but the United States is stubborn and has to increase the supply of chips to China and restrict American companies from providing high-end chips to China, which is completely a "harmful to others and not good for themselves" approach.
Second, the consumer demand for chips is reduced. Due to the impact of the previous epidemic, coupled with the impact of many factors such as rising prices, the demand in the global consumer electronics market is declining. The production of these products is one of the reasons why China imports chips, and the market demand is reduced, and the demand for natural chips is reduced.
Finally, China is developing chips on its own. Under the constraints of the United States, China no longer wants to rely on other countries' chip technology, but accelerates the process of independent research and development of chips and has made breakthroughs. Such as Loongson, Feiteng, etc.
Prior to this, Microsoft founder Bill Gates had advised the United States to restrict chip exports to China, "Continuing to restrict chips to China will promote China's self-sufficiency in chips." Now look at this sentence, China has really done it.
Impact on U.S. chip suppliers
You know, in fact, a large part of the United States chips are exported to China, and the United States' current approach is undoubtedly digging a big hole for itself.
Not long after restricting chip exports, the performance of many chip companies in the United States has been thunderous, such as the well-known Intel, Qualcomm, ADM, etc., and the loss can reach billions of dollars.
Due to this move by the United States, chip companies in the United States have begun to control costs, cut salaries and lay off employees to ensure that companies can survive the chip winter. Only then did American chips realize how important the Chinese market was to them.
So American chip companies began to "throw olive branches" to China, trying their best to bypass the US chip ban and continue to sell chips to China.
Trying to save the Chinese market
The first to react was Nvidia, which banned NVIDIA from selling the then most advanced A100 and H100 to China in order to restrict China's development in the field of semiconductors and artificial intelligence.
However, in order to regain the Chinese market, NVIDIA deliberately reduced some functions of the A100 and designed an A800 chip, which was successfully exported to China. Then in March this year, NVIDIA developed a replacement for the H100, the H800, which reduced the data transmission rate by 50%, which was able to be exported to China "legally".
This approach of NVIDIA directly opens the thinking of American chip companies. Intel followed suit with a special version of the CPU in China, one is the i5-13490F and the other is the i7-13790F, and these two are priced lower but the performance is not compromised.
Another chip giant, Qualcomm, signed a cooperation agreement with China in 2020 to customize 4G chips for a Chinese technology company. When the United States strengthened the chip ban, Qualcomm immediately said that their sales license with China was still within the validity period, so it did not say that the chip restriction impact.
The major chip giants have thrown their sincerity to China, which is enough to show how much the Chinese market has brought them benefits. The US authorities do not care about the life and death of American chip companies, and single-mindedly restricting China will only make the United States run counter to American chip companies.
epilogue
In order to restrict China's development, the United States does not hesitate to sacrifice the credibility of its own national chip companies, which is really "killing a thousand enemies and self-harming eight hundred."
Doing so will only inspire China's determination to develop chips on its own, so that the United States will lose more chip markets, which are very difficult to get back.
What is everyone's opinion on this matter? Welcome to leave a message in the comment area to discuss.