Take an inch to advance! The United States Department of Commerce issued new restrictions on Nvidia, and the battle for chips became fiercer

Wen | Ou ChongjingI haven't discussed the issue of chips with you for a long time. The issue of chips is still an extremely important part of this century

Wen | Ou Chongjing

I haven't discussed the issue of chips with you for a long time. The issue of chips is still an extremely important part of this century. To give you a basic science popularization, chips between 1 nanometer and 7 nanometer are called advanced processes, while chips above 7 nanometer or even if they are above 14 nanometer, let's say 130 nanometer. You can call them mature processes.

So there's a mystery here, which is 7-14 nanometers. You can see it as another gray area between advanced and mature processes.In other words, whether 7-14 nanometers is a size that the United States wants to control, sometimes the answer is, sometimes not. Then I saw the chips produced by TSMC and Samsung. Two weeks ago, the United States just said that it could continue to extend for about one year, which means that it can provide any mobile phone or computer in Chinese Mainland, even for the relevant 5G industry. This matter has just been approved, and he originally forced TSMC's Nanjing factory to change it from 7 nanometers to 14 nanometers. Now he has obviously relaxed a bit, and his relaxation has not continued to be consistent.

Let's take a look at the other two key actions. One is Nvidia, and the other is Micron. They are all related to nano chips.Nvidia has two models. One is the A100 chip, which is provided for AI or supercomputers. Such technology may not be replaced by TSMC and Samsung. In other words, Nvidia's chip has long been banned by the US Department of Commerce. He believes that unless he grants permission, no other country can enjoy this chip, and even if there is any more money, he is unwilling to give it.

Let's put it this way, the number of countries that can own this chip for sale is actually within more than 20, and there are approximately 224 places in the world known as countries and economies. In other words, nearly 200 countries or economies cannot obtain this type of chip. However, Nvidia is an enterprise after all, and enterprises have to make money. So another model they developed is called A800 model, which is slower than the original A100 model in the overall processing speed, about a quarter or a third slower. Therefore, this chip is not remembered in the United States, and it can sell all the needs.

That is to say, no matter any country wants to buy Nvidia's A100 chip, if it is not on the U.S. franchise list, it will always sell the A800 model. The A800 model has been sold for years, which has actually been unimpeded in the past four or five years. Even in the Sino US trade war or the chip war, the A800 model continues to be sold. So if you continue to use parallel budgeting results, if one piece is not enough, you can use two or three pieces, or you can use them regularly, so that many developments in artificial intelligence and supercomputers can also be extended in relevant regions. Even though the United States is still targeting several rival countries, the United States Department of Commerce has made another tough decision, which means that even A800 models are not allowed to be sold.

In other words, the parallel budget they found is really effective, and they are not allowing other countries to catch up with the United States with parallel budgets on artificial intelligence or supercomputers.Once again, they do not allow any country to use parallel budgeting methods to catch up with the United States in artificial intelligence or super transmission. Of course, he didn't let you surpass him, so he used chips to do close control. Nvidia certainly suffered a lot. We saw another company related to chips, which was Micron. Micron simply went to India by way of detour to re-establish its factory.

The Indian Prime Minister Modi we heard before came to sign a matchup with Magnolia. These actions all show that the United States is still very urgent about chips. It can be said that the most important core of the Sino US trade war indeed seems to be the chip war, and the key battle of this chip war is the advanced process between one nanometer and seven nanometers.

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