Chinese chipmakers are facing significant challenges due to U.S. government restrictions on the export of advanced chips and chipmaking equipment made using American intellectual property. These restrictions, implemented in October 2022, have made it nearly impossible for Chinese firms to produce leading-edge microprocessors. However, Chinese semiconductor companies are increasingly dominating the production of mature chips, accounting for more than half of all planned global manufacturing capacity expansion for these less advanced chips. Despite the restrictions, Chinese firms can still buy or rent Nvidia’s advanced AI chips if they are used within the U.S. China's hunger for homemade chips remains insatiable.
American export restrictions have made it near-impossible for Chinese firms to produce leading-edge microprocessors. But it does not stop them cranking out less advanced chips https://t.co/7okzYzajym 👇
China’s hunger for homemade chips is insatiable. But its semiconductor industry is in a tough spot https://t.co/niGWyxcabl 👇
"As a consequence [of US export controls on advanced tech], semiconductor companies from China increasingly dominate chipmaking’s lagging edge. They account for more than half of all planned expansion in global manufacturing capacity for mature chips." https://t.co/ApJFLueri9 https://t.co/oIjvLQukvv
The U.S. government forbids Nvidia from selling some of its most advanced AI chips to customers in China. But it doesn’t stop Chinese firms from buying or renting Nvidia’s chips if they’re used within the U.S. https://t.co/WUX4MAfx73 By @anissagardizy8
'Chinese chipmakers are in a tough spot. In October 2022 America’s government restricted the export to China of advanced chips and chipmaking gear made using American intellectual property—which is to say virtually all such devices.' @theeconomist https://t.co/VZc3HAXqfV