US killing its own tech industry. By blocking it from biggest customer.

[syed putra]

Analysts warn US could be handing chip market to China​

Analysts warn US could be handing chip market to China

7 hours ago

AFP
Share

Donald Trump’s tariffs might push allies toward China for semiconductors, fuelling the industry’s innovation.​

US attempts to restrict chip exports risked pushing China toward global market leadership in semiconductors. (Reuters pic)


SAN FRANCISCO: As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fuelling innovation at Chinese firms that could help them seize the world semiconductor market.


“What’s actually happening is that the US government right now is handing China a big win as it tries to get their own chip business going,” said Jack Gold, principal analyst at J.Gold associates.


“Once they’re competitive,” he told AFP, “they’ll start selling around the world and people will buy their chips.”

When that happens, he added, it will be difficult for US chip makers to reclaim lost market share.


Silicon Valley semiconductor star Nvidia and its US rival Advanced Micro Devices (AMD) expect big financial hits from new US licensing requirements for semiconductors exported to China, they notified regulators this week.

Nvidia expects the new rules to cost it US$5.5 billion, while AMD forecast it could sap as much as US$800 million from the company’s bottom line, according to filings with the US Securities and Exchange Commission (SEC).

Administration officials told Nvidia it must obtain licenses to export its H20 chips to China because of concerns they may be used in supercomputers there, the company said.

The US had already restricted exports to China, the world’s biggest buyer of chips, of Nvidia’s most sophisticated graphics processing units (GPUs), designed to power top-end artificial intelligence models.


Nvidia essentially developed the H20 chip for the Chinese market, aiming to maximise performance while meeting previous US export rules, but the new licensing requirements pose a roadblock, according to Gold.

For AMD, the new US export control measure applies to its MI308 GPUs, which are designed for high-performance applications like gaming and artificial intelligence, it said in a filing.

It noted that there is no guarantee licenses for sales to China will be granted.

 

[k1976]

More fallout coming
Pharmaceuticals tariff announcing soon….

 

[Willamshakespear]

A) While some may presume that China would lead in the field of Chip making, however there are many more reasons that they would not be able to corner the market because:-

1) They DO NOT have the natural resources nor the tech to refine the mineral content for chips which MUCH would be needed & thus a reliance on foreign sources, even if they have the TALENTS to do so. It is no longer just silicon or germanium alone to fabricate chips....

2) With the fallout from Huawei's dabble in its chips, it was discovered that China made chips DO serve hidden purposes than normal use, as the protests in HK led to the discovery of a computer chip & accompanying equipment from a fallen street lamp-post that has the ability to send data back to CCP Intel Hq....It's about trust, which the CCP govt of China lacks....


B) For USA, its the opposite of the points above, & much more.

In the 1940s during WW2, US planes in defense of the surprise Pearl Harbour attack by the Imperial Japan Army were mainly heavy weighted B-26 Peashooter & P-40 Warhawk fighters, that were NO match for the light Mitsubishi Zero fighters.

However, within months, better American made fighter planes ruled the air, such as the Douglas SBD Dauntless, torpedo bombers like the Douglas TBD Devastator and Grumman TBF Avenger, and fighters such as the Grumman F4F Wildcat that WIPEDOUT the ENTIRE Imperial Japan Airforce at Battle of Midway...

6 months was all it took for USA to make that technological & industrialization leap from a mere small airforce.

And within a mere few years, jet fighters appeared, such as the Lockheed P 80 that lead to the famous F-15 Tomcat which ruled the air.....


Point is - it's good & may be fun to be contrarian. to show opposite views, but one must never overlook evidences & facts.

 

[laksaboy]

Donald Trump’s tariffs might push allies toward China for semiconductors, fuelling the industry’s innovation.

LOL, good luck with that, you fake news merchants.

It's about destroying a hostile enemy country. You shouldn't do business with it, or at least reduce it to a minimum.

China started the war, America will finish it.

 

[TanSong]

Analysts warn US could be handing chip market to China​

Analysts warn US could be handing chip market to China

7 hours ago

AFP
Share

Donald Trump’s tariffs might push allies toward China for semiconductors, fuelling the industry’s innovation.​

US attempts to restrict chip exports risked pushing China toward global market leadership in semiconductors. (Reuters pic)


SAN FRANCISCO: As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fuelling innovation at Chinese firms that could help them seize the world semiconductor market.


“What’s actually happening is that the US government right now is handing China a big win as it tries to get their own chip business going,” said Jack Gold, principal analyst at J.Gold associates.


“Once they’re competitive,” he told AFP, “they’ll start selling around the world and people will buy their chips.”

When that happens, he added, it will be difficult for US chip makers to reclaim lost market share.


Silicon Valley semiconductor star Nvidia and its US rival Advanced Micro Devices (AMD) expect big financial hits from new US licensing requirements for semiconductors exported to China, they notified regulators this week.

Nvidia expects the new rules to cost it US$5.5 billion, while AMD forecast it could sap as much as US$800 million from the company’s bottom line, according to filings with the US Securities and Exchange Commission (SEC).

Administration officials told Nvidia it must obtain licenses to export its H20 chips to China because of concerns they may be used in supercomputers there, the company said.

The US had already restricted exports to China, the world’s biggest buyer of chips, of Nvidia’s most sophisticated graphics processing units (GPUs), designed to power top-end artificial intelligence models.


Nvidia essentially developed the H20 chip for the Chinese market, aiming to maximise performance while meeting previous US export rules, but the new licensing requirements pose a roadblock, according to Gold.

For AMD, the new US export control measure applies to its MI308 GPUs, which are designed for high-performance applications like gaming and artificial intelligence, it said in a filing.

It noted that there is no guarantee licenses for sales to China will be granted.

Correct

 

[eatshitndie]

why sell chips to tiongcock when they’ll be used against unker sam in ww3? better to be safe than sorry. making money is not an end goal. survival trumps (no pun intended) everything else.

 

[mojito]

No body is stupid enough to sell their best weapons to their rivals. It's perfectly normal to every one but u lot.

 

[syed putra]

A) While some may presume that China would lead in the field of Chip making, however there are many more reasons that they would not be able to corner the market because:-

1) They DO NOT have the natural resources nor the tech to refine the mineral content for chips which MUCH would be needed & thus a reliance on foreign sources, even if they have the TALENTS to do so. It is no longer just silicon or germanium alone to fabricate chips....

2) With the fallout from Huawei's dabble in its chips, it was discovered that China made chips DO serve hidden purposes than normal use, as the protests in HK led to the discovery of a computer chip & accompanying equipment from a fallen street lamp-post that has the ability to send data back to CCP Intel Hq....It's about trust, which the CCP govt of China lacks....


B) For USA, its the opposite of the points above, & much more.

In the 1940s during WW2, US planes in defense of the surprise Pearl Harbour attack by the Imperial Japan Army were mainly heavy weighted B-26 Peashooter & P-40 Warhawk fighters, that were NO match for the light Mitsubishi Zero fighters.

However, within months, better American made fighter planes ruled the air, such as the Douglas SBD Dauntless, torpedo bombers like the Douglas TBD Devastator and Grumman TBF Avenger, and fighters such as the Grumman F4F Wildcat that WIPEDOUT the ENTIRE Imperial Japan Airforce at Battle of Midway...

6 months was all it took for USA to make that technological & industrialization leap from a mere small airforce.

And within a mere few years, jet fighters appeared, such as the Lockheed P 80 that lead to the famous F-15 Tomcat which ruled the air.....


Point is - it's good & may be fun to be contrarian. to show opposite views, but one must never overlook evidences & facts.

Which school did you go to? West Point?

Japan was under western sanction even before WWII started. They were starved of resources hence the invasion of Manchuria and later china and south east Asia.
The time it takes for US to produce new weapons is too slow and costly compared to what china is currently doing. US weapons manufacturers are bleeding the country with endless research grants which go to dividends and bonuses instead of actual results. Hence decades before new aircraft carrier or submarine can be realised..

Google/Microsoft spy on us every moment. And whatever info is shared by US and it's extension, Israel. It's ok to be spied by Google but not ok if it's by Huawei. What baloney.

 

[syed putra]

why sell chips to tiongcock when they’ll be used against unker sam in ww3? better to be safe than sorry. making money is not an end goal. survival trumps (no pun intended) everything else.

I dontch think you understand bisunesso. Unless US gomen compensate for loss of revenue, or give huge grants to cover for the losses, tech companies need tens of billions to produce new generation chips and losing a big customer means losing competitiveness.
China does not need huge amount of money for research into New products. The Chinese are just too efficient. What takes the West tens of billions to produce may cost Chinese just half that. Or even Less.

 

[Sinkiesuk]

So Micron jialat liao la

 

[Rogue Trader]

Jensen Huang also just went to China to sell his chips and meet the Deepseek founder.

 

[glockman]

US politics is a threat to itself and the entire world.