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Jensen Juan, co-founder and CEO of Nvidia Corp., speaks during a press conference in Taipei on May 21, 2025.
I-Hwa Cheng | AFP | Gets the image
Nvidia replacement is a high order. While Chinese competitors have been lagging behind the company’s advanced technology, many analysts and insiders warn that they are catching up thanks to US export restrictions.
The US CHIP restrictions on the sale of advanced semiconductor technology, especially those used in artificial intelligence, have been developed for several years, with the initial purpose of deterring China’s military promotion and protection of dominance in the USA in the II industry.
However, according to Nvidia CEO Jensen Juan, American semiconductor exports in China “failure“Causing more harm to American business than in China.
While the goals of reducing Chinese military access to advanced US technology and maintaining US leadership in the II appears to have some success on paper, gaps and existing semiconductor reserves in China complicated these purposes, said Ray van, an independent technology analyst and a chip.
“This is why we see the closure of the gap between the Chinese and the AI US capabilities,” Van added.
Early application yourself?
Nvidia leaders and other US designers have long lobby for chips control when they are worried about losing profitable business deals. At the annual Computex technology exhibition in Taipei, the GPU market share in China has decreased to 50% over the past four years.
Indeed, chips experts say curbs create for the US more harm than good
‘The impact of control is twice.
“You create competitors for your leading companies at the same time when you cut them out of the massive market in China,” he added.
While the most complete export control in Washington was adopted during the former US President Joe Biden’s White House, holding back Huawei and Minimum wagesChina’s largest chiv in China, returned to Donald Trump’s first term.
April 15 Nvidia revealed that new controls that restricted sales of their Graphics H20 The processing of units in China has led to a $ 5.5 billion fee against its income.
Counter-intuitive curbs
Expected that the restrictions will be Good for demand And the development of local NVIDIA alternatives, such as Huawei, which works on its own chips. They also go against Beijing’s background Mobilization of billions As part of its self -sufficiency campaign.
“The essence is that the control has stimulated China to become self-sufficient in these supply networks so that they have never thought before,” the Triol said.
Chinese achievements associated with AI such as the R1 Deepseek model and news about Progress chips huaweiForced observers to question the efficiency of chip management.
According to Wang, an independent analyst, Chinese semiconductor and AI Space, there is an acceleration of startups, market opportunities and talents, along with restrictions, which clearly led to internal innovations.
“I think the arguments that export control accelerates innovation is quite fair,” Van said.
Haung also nivida noted these trends in AprilTalking to the legislator in Washington that the country has made a huge progress over the past few years and is worth the US right away
Move Matt?
H20 Chip Nvidia Was designed specifically for the execution of existing chips control before exporting.
“We are not just talking about one export control, we are talking about a number of export controls that are happening all the way in 2019,” Van said, noting that developing politicians had several different goals.
Meanwhile, the Paul Trilio DGA calls the “gate movement”, it seems that the restriction goals have been intended to slow down and contain Chinese and semiconductor developments.
“The constant expansion of control and the lack of articulation is that a clear game has really created many questions and created a lot of side damage,” Trillio said, adding that it made more people question the politics.
In A Statement earlier this monthThe Information Technology and Innovation Foundation, the US Analytical Center, which received funding from various technology companies, said “Biden’s export control policy for AI Tsipov has been a failure since the first day.
“While (US Government) is definitely right to prevent US companies from selling advanced AI Chinese military technologies, shutdown on US companies from the entire commercial market is a worse treatment,” said Stephen Ezel of ITIF CNBC.
“US export control costs NVIDIA at least $ 15 billion, and these are revenues that companies need to earn to invest in future innovative generations.”
