Nvidia didn't expect it! Chinese Academy of Sciences and Longxin officially announced that foreign media: China Chip has accelerated

Because the United States is worried that the rise of China's Semiconductor industry will affect the interests of the United States, the United States launched a comprehensive crackdown on China's Semiconductor industry. In fact, the United States not only suppressed China in the semiconductor field, but also in AI, Quantum technology and other fields

Because the United States is worried that the rise of China's Semiconductor industry will affect the interests of the United States, the United States launched a comprehensive crackdown on China's Semiconductor industry. In fact, the United States not only suppressed China in the semiconductor field, but also in AI, Quantum technology and other fields.

According to the latest news, the United States is pushing to prohibit American manufacturers from investing in China's artificial intelligence and Quantum technology industries. Moreover, the United States also prevented China from obtaining high-performance AI chips by restricting the export of Nvidia GPU chips. However, restrictions on the export of advanced chips by the United States have become commonplace, and Chinese manufacturers have not expected the United States to release shipments.

Since China needs advanced GPU chips, but the United States restricts the export of GPU chips, China can only independently develop GPU chips. In fact, China is currently doing the same. According to the latest news, Longxin Zhongke officially announced recently that it will launch its own research plan for GPU chips. In addition, the Chinese Academy of Sciences has also officially announced the successful development of optical computing chips, which can be considered a breakthrough in the field of AI chips.

Something unexpected happened to Nvidia, and China Core accelerated

Recently, due to the global economic downturn, electronic product consumption has declined, leading to a significant decline in chip demand and chip prices. In addition, the United States has repeatedly revised chip rules to restrict the export of advanced chips, and China's domestic chip production capacity has increased, resulting in a decrease in the number of chip imports.

Therefore, Nvidia, Intel, Qualcomm and other American chip giants are having a hard time. According to the first quarter financial reports released by Intel and other manufacturers, except for Nvidia, almost all of Almost all's chip manufacturers experienced a decline in revenue. What makes American chip manufacturers uncomfortable is that this revenue decline is still ongoing, and from the current situation, the revenue and financial reports of these American chip manufacturers in the second quarter are not very good either.

Although Nvidia's revenue has maintained the growth trend, this revenue growth is also gradually slowing down. The reason is that the rapid development of domestic GPU chips in China is impacting Nvidia's GPU chip market. The main reason why Nvidia can maintain its revenue growth is that the high computing power of GPU chip is very suitable for AI AI.

At present, major manufacturers around the world are committed to the development of AI, and NVIDIA is able to maintain revenue growth because of this opportunity.

According to the market information, the price of Nvidia's A100 and H100 series chips keeps rising in the market. At present, they have been speculation for 125000 and 252000 pieces.

However, as Chinese manufacturers such as Biren Technology and Jingjiawei have entered the GPU chip field and developed GPU chips with strong performance comparable to A100 and H100 series, Nvidia's market share in the Chinese GPU chip market has also declined.

To Nvidia's surprise, in addition to Chinese GPU chip manufacturers such as Biren Technology and Jingjiawei, another Chinese chip giant, Longxin Zhongke, has recently announced the start of GPU chip research and development, and plans to launch it next year. From the chip products launched by Longxin Zhongke in the past few times, it is likely that this GPU chip will also be purely domestic.

This means that Nvidia cannot rely on the chip rules of the United States to restrict the development of Godson Zhongke. In addition, Nvidia itself is also constrained. It cannot ship A100 and H100 series GPU chips to the Chinese market, and can only ship A800 and H800GPU chips specially provided by China. This is like tying Nvidia's hands to compete with Chinese manufacturers.

The Chinese Academy of Sciences has officially announced that overtaking on curves may be achieved

If we say that Longxin Zhongke's entry into the GPU chip track only puts pressure on Nvidia and may cause Nvidia to lose some of its market, then the successful development of optical computing chips recently announced by the Chinese Academy of Sciences is undoubtedly a "dimension reduction blow" to Nvidia.

The operation speed of optical computing chip is 1000 times faster than that of traditional chip, and 1.5 to 10 times faster than that of Nvidia A100 chip.

This also means that once optical computing chips enter mass production, a large number of AI artificial intelligence manufacturers will inevitably choose to use optical computing chips, and China will also achieve AI chip overtaking in the curve, breaking the American AI chip myth in one fell swoop.

In addition, the production of optical computing chips does not require the use of high-end Stepper machines. There is no such thing as Huawei Kirin chips. There are powerful chip design products, but there is no OEM channel. The production of optical computing chips does not need to worry about getting stuck due to equipment issues.

From the current situation, the optical computing chip has completed laboratory production, and the next step is to carry out small-scale production. However, it will inevitably take some time from the laboratory to large-scale production, so we cannot be too optimistic.

In the short term, Chinese AI chips will still be mainly GPU chips, with the support of the Chinese market. GPU chips produced by Jingjiawei, Biren Technology, and Longxin Zhongke will inevitably develop rapidly. As long as a good cycle is achieved, it is not only conducive to strengthening the development of China's GPU chips, but also can make Nvidia gradually lose the Chinese market.

From Jingjiawei to Biren Technology and then to Longxin Zhongke, Chinese GPU manufacturers are constantly developingofGPUofGPUofof

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