South Korea being controlled by powerful companies like Samsung is so depressing for the entire country, glad it's the other way round for China. Even the most powerful companies in China are under the government's watchful observation.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
I think there is a probability that the overpaid stooges in Washington D.C are going to make the entire US semiconductor industry to collapse, i think even probably in the near future. The US doesn't have a effective industrial policy, the entire tech ecosystem is relying in a tech bubble and on top there are so many export restrictions to US companies to sell to a big market like China that any pop of the bubble is going to hit these companies really hard and the US market will probably no be able to compensate for the lost of a big market like China.
The vast majority of Nvidia revenue depend on just a few companies. If the AI chat bubble pops, there goes Nvidia and then TSMC and then KLA, AMAT, LAM and ASML, all the way down to coffee machines. And that is not counting that Intel is down pretty bad and their recovery is uncertain. Usually these companies could rely on a Market like China who has a more diverse tech ecosystem, they don't only want chips for datacenters but also for humanoid robotics, self-driving vehicles, 5G and the extensive list goes on. Also Chinese generative AI labs focus on open source and efficient solutions allows medium and small businesses to implement custom solutions that will probably boost sales of GPUs and AI hardware. That is why Jensen is concerned about losing the Chinese market because the cloud closed approach of US labs make them rely on a shrinking pool of costumers for their GPUs.
The vast majority of Nvidia revenue depend on just a few companies. If the AI chat bubble pops, there goes Nvidia and then TSMC and then KLA, AMAT, LAM and ASML, all the way down to coffee machines. And that is not counting that Intel is down pretty bad and their recovery is uncertain. Usually these companies could rely on a Market like China who has a more diverse tech ecosystem, they don't only want chips for datacenters but also for humanoid robotics, self-driving vehicles, 5G and the extensive list goes on. Also Chinese generative AI labs focus on open source and efficient solutions allows medium and small businesses to implement custom solutions that will probably boost sales of GPUs and AI hardware. That is why Jensen is concerned about losing the Chinese market because the cloud closed approach of US labs make them rely on a shrinking pool of costumers for their GPUs.
