Because the United States is worried that the rise of China's semiconductor industry will affect the interests of the United States, the United States has launched a comprehensive suppression of China's semiconductor industry. In fact, the United States has suppressed China not only in the semiconductor field, but also in the fields of AI, artificial intelligence, quantum technology and other fields.
According to the latest news, the United States is pushing to ban American manufacturers from investing in Chinese industrial intelligence and quantum technology industries. Not only that, but the United States also prevents China from obtaining high-performance AI chips by restricting the export of NVIDIA GPU chips. However, the United States has become accustomed to restricting the export of advanced chips, and Chinese manufacturers do not expect the United States to open up shipments.
Since China needs advanced GPU chips, but the United States restricts the export of GPU chips, China can only develop GPU chips independently. In fact, China is doing exactly what it is doing. According to the latest news, Loongson Zhongke recently officially announced that it will open the self-research plan of GPU chips, not only that, the Chinese Academy of Sciences also officially announced that it has successfully developed optical computing chips, which can be called changing lanes and overtaking in the field of AI chips.
What Nvidia did not expect happened, and the Chinese core accelerated
Recently, due to the weakness of the global economy, the consumption of electronic products has declined, which in turn has led to a sharp decline in chip demand and chip prices. Coupled with the repeated revision of chip rules by the United States, restrictions on the export of advanced chips, and the increase in China's domestic chip production capacity, the number of chip imports has decreased.
Therefore, NVIDIA, Intel, Qualcomm and other American chip giants have a hard time. According to the first quarter earnings reports released by Intel and other manufacturers, except for NVIDIA, almost all US chip manufacturers have experienced a decline in revenue. What makes American chip manufacturers uncomfortable is that this revenue decline is still continuing, and from the current situation, the revenue and financial data of these American chip manufacturers in the second quarter are not very good.
Although NVIDIA's revenue has maintained a growth trend, this revenue growth is also gradually slowing down. The reason is that the rapid development of China's domestic GPU chips is impacting NVIDIA's GPU chip market. The main reason why NVIDIA can maintain revenue growth is that the high computing power of GPU chips is very suitable for AI artificial intelligence.
At present, major manufacturers around the world are committed to the development of AI artificial intelligence, and NVIDIA is precisely because it has taken advantage of this opportunity to maintain revenue growth.
According to the information on the market, the price of NVIDIA's A100 and H100 series chips is rising in the market, and it has been speculated to 125,000 and 252,000.
However, as Chinese manufacturers Bicheng Technology and Jingjiawei have entered the field of GPU chips, and have developed GPU chips with strong performance, comparable to A100 and H100 series, NVIDIA's market share in China's GPU chip market has also declined.
What NVIDIA did not expect is that in addition to Chinese GPU chip manufacturers such as Bicheng Technology and Jingjiawei, another Chinese chip giant Loongson Zhongke also recently announced the start of GPU chip research and development, and also plans to launch next year. Judging from the chip products launched by Loongson Zhongke in the past few times, this GPU chip will probably be purely domestic.
This also means that NVIDIA cannot use the chip rules of the United States to restrict the development of Loongson Zhongke, plus NVIDIA itself is also constrained, unable to ship A100, H100 series GPU chips to the Chinese market, only can ship the Chinese special version of A800 and H800 GPU chips. This is tantamount to tying NVIDIA's hands and competing with Chinese manufacturers.
The Chinese Academy of Sciences officially announced that it will achieve corner overtaking
If Loongson Zhongke entered the GPU chip track, only made NVIDIA feel the pressure, may make NVIDIA lose part of the market, then the successful development of optical computing chips recently announced by the Chinese Academy of Sciences is undoubtedly a "dimensionality reduction blow" for NVIDIA.
The computing speed of optical computing chips is 1000 times faster than traditional chips, and 1.5 times to 10 times faster than NVIDIA's A100 chip.
This also means that once the optical computing chip enters mass production, there will inevitably be a large number of AI artificial intelligence manufacturers choose to use optical computing chips, and China will also achieve the curve overtaking of AI chips, breaking the myth of American AI chips in one fell swoop.
Not only that, the production of optical computing chips does not need to use high-end lithography machines, and there will be no powerful chip design products like Huawei's Kirin chips, but there is no foundry channel. The production of optical computing chips does not need to worry about being stuck in the neck because of equipment problems.
From the current situation, the optical computing chip has completed the laboratory production, the next step is to carry out small-scale production, but it will take a while from the laboratory to the large-scale production, so we cannot be too optimistic.
In a short period of time, China's AI chips will still be based on GPU chips, with the support of the Chinese market, the GPU chips produced by Jingjiawei, Bicheng Technology, and Loongson Zhongke will inevitably develop rapidly. As long as a good cycle is achieved, it will not only help strengthen the development of Chinese GPU chips, but also allow NVIDIA to gradually lose the Chinese market.
From Jingjiawei to Bicheng Technology to Loongson Zhongke, Chinese GPU manufacturers are constantly overcoming difficulties, although they started late in the field of GPU chips, they have gradually caught up with European and American manufacturers. This also surprised NVIDIA, which thought that it could maintain its technological advantages for more than ten years, it can be said that NVIDIA did not expect that China's GPU chip manufacturers have developed so rapidly, and it is no wonder that many foreign media said: China's core has accelerated.