Nvidia's good fortune is going to be short lived. There was a surge in its share prices and value when Trump lifted the sanctions on sales of H20 chips to China while still banning the sales of top end H100 chips. Some Chinese companies rushed in to place orders immediately to the tune of hundreds of billions when the door was reopened.
The Chinese are hungry for American chips and would seize the opportunity when available. Who knows when Trump would close it again. Selling H20 chips to China is like selling Rolls Royce but with Japanese engines because of the ban. The Americans think that the Chinese are so hard up for anything Rolls Royce, even if it is just the shell, with downgraded substandard engines inside them. This was the case for a long time. The Chinese were quite far behind in chip technology and with increasing demand by the industries, they have no choice but to pick up whatever that is available.
Since the sanctions, China doubled down on self sufficiency in chips production and have more or less caught up with the Americans. China now can produce all the high end chips needed for its industries and has no need to buy substandard chips. Trump and Nvidia still dreaming and still think watered down version of the chips can still be sold to hungry China. Sorry, time has changed.
Not only that China no longer needs American chips, but China also discovered that Nvidia chips have been compromised with serious security issues, like backdoors and kill switches. These are very dangerous apps built into the chips and could cripple the whole Chinese economy and operating systems at the flip of a switch. China cannot allow it, cannot afford to be compromised by such dubious facilities.
The China Daily came out strongly on protecting China's security and safety in no uncertain terms, ordered all purchases of American chips to be stopped at once. This is a top national security problem, an existential threat. From now on, China would not buy American chips even for free. All Chinese products would only use Chinese chips. China no longer trust American chips or American operating systems. A total decoupling is in process.
Trump and his clowns have totally destroyed the trust of American chips, products and operating systems. China will now be totally independent of the Americans and will not be held at ransom by the Americans. The rest of the world, especially those in BRICS and the Global South, are watching these developments closely and would take a hard decision whether to follow China or continue to buy compromised chips and products from the Americans and be controlled and threatened by the Americans.
No more trust in American products!
There is complete loss of trust in America, Americans and anything coming from the Americans. Trump and his clowns have dug a grave big enough to bury everything from America. When this trust is gone, America is a dead duck.
5 comments:
China main Triumph Card on that Dotard Tramp Trump is their Rare Earth release to the Americunts.
These clowns still want to actsy borak that they are under the mercy of the PRCs.
So whenever the PRCs went for their summits or meetings with others, they would gate crashed to want to talk with the PRCs.
Now the PRCs already held the Americunts by their Balls and played their slow killing game.
OK we shall release the bits by bits of our Minerals to you on condition that you allowed the sale of the balance socalled high grade chips to us!
The Americunts their balls stuck onto the wooden horses cannot dismount wanted to pee urgently had no choice but to agree.
So China's terms deferred for next six months supply us the chips first!
Then we talk and again.
When the PRCs have their last bastion of their wanted chips, hundreds of their engineers and experts, oops
Sorry continuation hundreds of PRCs expurts, oops experts shall descend to study what's they make off and then they shall make them even better!
Just like Sinkieland Leaders used to harp We can do better the next time when all things like the MRT broke down.
So back to China,.in no time they shall surpassed what's the Americunts socalled using others innovations chips and them no need to buy anymore more from them.
Even could manufacture and sell to the Rest of the World.
Six months time talk again China said next six months and only release bit by bit to only your civilian NOT Miltary Complexes.
Americunts sucked 👍 thumbs
Trump does not have to kill the USA Chip industry himself. After all, it is the brainchild of Joe Biden with his Chip Alliance, and anything by Biden's name is toxic for Trump and must be removed. Trump knows the future is already bleak for the USA chip industry. He needs to do nothing to run them into the ground.
Those foreign chipmakers like TSMC and Samsung are committing 'Hara Kiri' building manufacturing in the Arizona desert area of all places, where water shortages are a problem. Greed for wanting those USA subsidies is a trap that they are going to regret. Without the Chinese market, how is that sustainable? Perhaps the USA Government will just keep subsidizing them, which is a fat hope, LOL.
Trump's action against Huawei is telling the world that Huawei chips are proving to be able to take up the challenge and giving USA chipmakers a run for the money, including TSMC and Samsung. Even Nvidia is nervous. We just have to read between the lines of what all that nonsense that Trump is dishing out is in fact telling us, which is spelling out an even more grim and disturbing picture of Huawei's resilient and innovative spirit in the face of all the hurdles that the USA has placed before it.
Singapore still cannot have driverless cars because Singapore is still trying to come up with a better system than China. Or is it because Singapore did not have real 5G and having fake angmoh 4.5G as 5G?
No, no, no. Even the PAP cannot drive auto mode and needs the Opposition to keep it awake, LOL. The Opposition is there to make sure the PAP does not go to sleep. And the PAP does not like it.
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