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Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Since NVIDIA's A800 series chips were stopped, some domestic chip manufacturers have seen a significant increase in shipments, mainly due to the fact that their chips have reached a performance level comparable to Nvidia's A100 series chips.

In the domestic market, due to the inability to obtain chip supply directly from NVIDIA, domestic chip manufacturers have to turn to independent research and development and production of domestic chips.

At that stage, if someone questioned a domestic chipmaker's cutting-edge AI chips, they would often encounter more blame and criticism. This is because under the circumstances at that time, the product quality and technical performance of domestic chip manufacturers have been greatly improved, and many people believe that they already have the strength to compete with international chip giants such as the United States.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Nvidia

However, although domestic chip manufacturers have made significant progress in some aspects, in order to truly compete with international chip giants such as the United States, more efforts are needed in technology research and development, industrial chain construction, and market promotion. In this process, domestic chip manufacturers need to continuously improve their technical level, strengthen exchanges and cooperation with international partners, and actively participate in global market competition, in order to gradually achieve competition with international chip giants.

With the continuous development and innovation of technology, domestic chip manufacturers are increasing R&D investment and striving to improve their independent R&D capabilities. They hope to be able to produce more advanced, high-performance chips to meet the needs of the domestic market.

Therefore, although NVIDIA's chips still have a certain competitive advantage in the domestic market, with the continuous growth and development of the domestic chip industry, there may be more choices in the future. Domestic manufacturers will pay more attention to the improvement of independent R&D and innovation capabilities to achieve a more independent chip supply system, which will bring new opportunities and challenges to the development of the domestic chip industry.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Self-developed domestic chips

For these development trends, Zhang Jie, a financial expert at the University of Science and Technology of China, recently expressed his views in public, he believes that foreign companies are suppressing the mainland's domestic chips, which is very worrying, because the purpose of these foreign companies is to stifle the development of mainland domestic chips, so that they will be eliminated at the beginning of the game.

Zhang Jie pointed out that these foreign companies use their dominant position in the market to limit the development space of domestic chips in the mainland through various means. They may reduce prices, improve quality, increase functions, etc., so that the mainland's domestic chips are at a disadvantage in the market. In this way, the mainland's domestic chips will not be able to get enough market share, and they will not be able to achieve self-development and update iteration.

Therefore, Zhang Jie called on the state to introduce relevant laws and regulations, and the import of foreign chips with the same performance as the mainland's domestic chips should be strictly prohibited, so as to protect the development space of the mainland's domestic chips and give them enough time and opportunities to update and iterate themselves.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Zhang Jie

And many people said that despite some difficulties and challenges, we still need to continue to use cutting-edge AI chips. After all, we do lack this kind of high-end technology products at present, and this is of great significance for promoting the development of science and technology in the mainland.

For example, in the fields of artificial intelligence, big data, and cloud computing, AI chips can provide powerful computing power and efficient energy utilization, thereby bringing great convenience and benefits to all walks of life. Therefore, even if some countries or enterprises do not have an advantage in price, we still need to work hard to introduce and develop these advanced technology products.

Although we may face some pressure and sacrifice in the short term, as long as we can persevere, I believe that there will be better development in the future. In this process, we can learn from successful experiences at home and abroad, strengthen exchanges and cooperation with international partners, and jointly promote the development of the AI chip industry.

At the same time, we can also learn from the international advanced technology and management experience to accelerate the upgrading of the mainland AI chip industry, and gradually realize the transformation from relying on imports to independent research and development.

Therefore, it can only be said that in the past period of time, the domestic AI chip market has shown a trend of rapid growth, and various publicity and marketing methods have also emerged.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Domestic AI chips

However, with the news of Nvidia's shipment, the sound of these domestic chips seems to have disappeared in an instant.

This change may be related to NVIDIA's position as the world's leading AI chip manufacturer, because NVIDIA's products enjoy a high reputation and recognition in the market, and its technical strength and innovation capabilities are also unquestionable. So when Nvidia announced the shipment, it undoubtedly became the focus of the market, attracting a lot of attention and discussion.

At the same time, there is still a certain gap in the technology and market of domestic AI chips: although domestic companies have made some progress in R&D and production of AI chips, there is still a certain gap compared with international leading companies. This is also one of the reasons why the sound of domestic chips has gradually weakened after Nvidia has shipped.

However, this does not mean that domestic AI chips have no development prospects.

On the contrary, this incident can be seen as a warning and a revelation.

It reminds us that in order to gain a foothold in the highly competitive market, domestic AI chips need to continuously improve their technical strength and innovation capabilities, and only through continuous efforts and innovation can they compete with international leading companies and achieve a larger market share.

In addition, this incident also reminds us to look at the development of domestic AI chips objectively, although there are still some gaps, but this does not mean that domestic chips are useless.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Chip game

In fact, if we explain it from a simpler perspective, why China's chipmakers cannot replace Nvidia's position in the global market?

1. The problem of scale.

As the world's leading manufacturer of graphics processors and artificial intelligence computing hardware, NVIDIA's production scale and market share far exceed that of China's domestic chip manufacturers. This means that even if Chinese chipmakers are able to produce products comparable to Nvidia's, they will not be able to meet the needs of the global market due to their small size.

2. The price advantage is not obvious.

While Chinese chipmakers may have a certain advantage in production costs, their product prices are often not competitive with Nvidia due to the gap in technology and brand. This makes it difficult for Chinese chipmakers to gain market share through price wars in the face of the global market.

3. The technology gap is also an important factor.

Although China's chipmakers have made some progress in technology research and development in recent years, they still have a certain technological gap compared to industry giants like Nvidia. This is not only reflected in the performance of the product, but also in the reliability and stability of the product.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

Nvidia chips

Despite these challenges, China's demand for AI chips has grown dramatically, and some orders that were originally placed with NVIDIA have had to be extended due to long lead times. This also reflects the huge demand for AI chips in China, so much so that even industry giants like Nvidia are difficult to fully satisfy.

When the wave of artificial intelligence swept the world, domestic AI chips seemed to be triumphant only when Nvidia lost.

The reasons behind this phenomenon deserve to be explored in depth.

We need to realize that compared with international giants like NVIDIA, there is still a certain gap in the technology of domestic AI chips. Although domestic manufacturers have made some progress in the field of AI chips in recent years, it still takes more effort and time to completely surpass international leading companies such as NVIDIA, so at the technical level, domestic AI chips are still not comparable to NVIDIA.

However, this does not mean that domestic AI chips are not competitive in the market.

On the contrary, as a plan B, domestic AI chips are undoubtedly a good alternative.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

R&D of domestic chips

In the domestic market, domestic AI chips have the characteristics of price advantage, customized services, and better localization support, which make domestic AI chips more competitive in some application scenarios.

Despite this, if domestic manufacturers have the ability to purchase Nvidia's chips in large quantities, they will still tend to choose Nvidia, because Nvidia's position in the AI field is unshakable, and its product performance and stability have been widely recognized by the market. In addition, NVIDIA has a large customer base and a complete technical support system around the world, which domestic manufacturers do not have.

Independent innovation has always been a goal we must pursue, and our own chips should be duly praised, but we must also remember not to be overconfident, because overconfidence often makes us suffer a heavy blow in reality. Only when we truly surpass others in technology and production capacity, it is not too late to preach it in a high-profile manner.

Zhang Jie: As soon as the cutting-edge chips of the United States came out, Chinese manufacturers greeted them with a warm face, is NVIDIA really so fragrant?

It was a great time

For this issue, I personally believe that we should maintain a rational and objective attitude, we must recognize our efforts and achievements in the field of chips, but at the same time, we must also see the gap with the international advanced level. We can be proud of our own progress, but we must not be blindly arrogant and ignore the contributions and strengths of others.

Secondly, we should pay attention to practical actions and continuous efforts, only through continuous innovation and research and development, can we truly achieve technological breakthroughs and increase production capacity. We can learn from the experience and technology of others, but we must have our own characteristics and core competitiveness. Only in this way can we remain invincible in international competition.

Finally, we need to be patient and persistent.

The development of technology is a long-term process that requires the investment of time and resources, and we must not rush it, but persevere in it.

Only after a long period of accumulation and hard work can we truly achieve breakthrough results.

Family, what do you think?

If you have any different opinions, you can also come to the comment area to talk about it.

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