U.S. chip controls will benefit China's Nvidia rivals like Huawei: Analysts
Publishing timestamp: 2025-04-21 06:01:03
Summary
The U.S. Commerce Department has tightened controls on Nvidia's sales to China, requiring export licenses for their GPUs. This move is expected to benefit Chinese companies like Huawei and Cambricon Technologies as they seek to provide domestic alternatives to Nvidia. While Chinese chipmakers may struggle to meet the demand for GPUs at the same scale as Nvidia, they have stockpiles and previous export exemptions to buy time. The impact of the controls in the short term is limited, but the long-term effects will depend on the progress of local GPU development in China. Experts also doubt that the latest restrictions on Nvidia will achieve their intended purpose, as they have primarily damaged U.S. companies while encouraging Chinese semiconductor industry to become more innovative.
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Keywords: business news, united states, politics, breaking news: technology, advanced micro devices inc, semiconductor manufacturing international corp, taiwan semiconductor manufacturing co ltd, breaking news: politics, nvidia corp, technology, china,