Chinese Nvidia as a US chip Huawei manages BOON for rivals: analysts

As the United States controls the sale of NVIDIA to China, the country’s rising internal artificial intelligence is called semiconductor analysts.

Trade Department He said last week These NVIDIA H20 Graphics Processing Units – Developed in accordance with previous US restrictions – As with additional plugs, it will now require export licenses Very. NVIDIA says that GPU has already stopped exporting, as a result of about $ 5.5 billion in the quarter.

However, the loss of American AI Darling, China’s local AI chip players continue to look for the alternative to the NVIDIA, the semiconductor analysts told CNBC.

“There are several local Chinese companies that produce chips to compete with Nvidia,” he said.

Examples of local AI chipmakers include partial and partial state and openlist Cambricon technologies that design GPU.

Cambridge’s shares were more than 10% of the last five trade days among the latest NVIDIA Administration. The stock is more than 400% in the past 12 months.

These local competitors have the opportunity to now push and improve the solutions and improve the solutions, Wang said that the demand for its GPUs will increase.

Analysts pointed out as an open leader in China’s race to find Huawei’s Nvidia opponent. This US-Black Listing The company is working on its own “Rise 910“The GPU series is reported to be the last Ascend 910c.

“NVIDIA’s H20 and other developed GPU, household alternatives such as the Ascend series of Huawei, Doug O’Laughlin, Independent semiconductor research company Site.

One Last Report It is reported that Huawei remains “a generation behind in chips”, but the equipment that uses them “makes the waves.”

“When the program is still in the maturity of the payment and the gross ecosystem, the device’s performance is fast closing,” O’Laughlin added.

However, experts prevented the ability to produce advanced GPU on the same scale that the export controls can through the NVIDIA partner of China Taiwan Semiconductor Manufacturer CompanyThe world’s largest contract is a chip manufacturer.

“Huawei showed that a competitive favless chip designer … But they are fighting enough to find enough supplies from the spit,” said Semiconductor-central capital analyst Phelix Lee for Morningstar.

Since the company includes US technology to ChipMaking equipment, the company complied with the sending of trade restrictions and developed chips to China in Huawei. Chinese companies went to spit on the internal Semiconductor Production International Corporation.

Nevertheless, SMIC is in its export control preventing from entering The world’s most advanced chipping equipment.

Given these terms, Lee said that he will be able to provide Chinese chip spitters, enough H20 GPU alternatives to meet the demand of Chinese technological companies at any time.

Information last month declare Chinese companies ordered at least $ 16 billion in the H20 server plugs in the first three months of the year. Nvidia did not respond to CNBC inquiry for immediate comments.

According to the Wang of the fake point, how many different firms will last, but China provides more time to increase chipmakers GPU production.

In a short time, “I believe that the impact of the departments is limited … In the middle, it will depend on the progress of this local GPU development in the middle,” he said.

Meanwhile, according to the YemianAlysis report, Huawei’s Ascend Chip shows how to stimulate the company’s failed foreign tools and sub-components such as Huawei, China’s export control.

“Although Ascend Chip was soaked in SMIC, a global chip from the Korean, the United States, the United States, the United States, the Netherlands and Japan,” he said, “he said.

He added that SMIC has the potential to grow continuously for production capacity, foreign vehicles and effective sanctions and the lack of application.

TSMC is It was reported to have something As part of the investigation of the US Department of Commerce, Huawei’s Ascend 910B after a chip for Chinese-based Sofgoy came in an artificial intelligence processor.

Given the export control and Huawei’s GPU progress, a number of semiconductor experts doubt that the latest restrictions on NVIDIA will achieve their goal.

“NVIDIA, including NVIDIA, including NVIDIA, including NVIDIA,, including NVIDIA,, including NVIDIA, China, including NVIDIA, China in the DGA group

Instead, the export control encouraged the China semiconductor industry to be more innovative “while preparing US technology.”

NVIDIA can face additional restrictions on next month “AI Diffusion Rules“Originally offered by Biden’s management.