The administration of US President Donald Trump is trying to restrict the strategic importance of computer chips exports to China, but experts say these endeavors may come in reverse results that can nourish innovation in Chinese companies, which helps them control the global semiconductor market.
The French Press Agency quoted Jack Gold, an analyst at Jay Gold Assosseaz, as saying that “the US government provides a great victory for China as their business -related business is driven by electronic chips.”
“As soon as they achieve competitiveness, they will start selling around the world and people will buy their chips,” Gold added.
He explained that when this happens, it will be difficult for American electronic chips manufacturers to restore the share they lost in the market.
Financial damage
The American semiconductor company, “Invidia” and its rival “AMD”, informed the organizations – this week – that it expects to be exposed to major financial damage as a result of the new US licensing conditions for the semi -connections exported to China.
Invidia expects that the new rules will cost it $ 5.5 billion, while AMD expected to drain an amount of $ 800 million in the company’s net profits, according to documents deposited with the US Securities and Exchange Committee.
US administration officials confirmed to “Invidia” that it has to obtain permits to export its “H20” (H20 “slices to China due to the fears of the possibility of being used in supercomputers there.
The United States has already imposed restrictions on exports of the most advanced graphics processing units designed to operate the best advanced artificial intelligence models to China, the largest buyer in the world for electronic slides.
Inviteia has developed the H20 chips for the Chinese market, to develop performance to the maximum extent possible, taking into account the fulfillment of previous American export rules, but the new licensing requirements constitute an obstacle, according to Gold.
For AMD, the new US action associated with export is applied to the most advanced graphics processing units produced by MI30, which is designed for high -performance applications such as electronic games and artificial intelligence, according to documents.
The company pointed out that there is no guarantee that it will obtain licenses for sale to China.
China opportunity
Independent technology analyst Rob Enderley has expected that the Chinese electronic slides manufacturing companies are most likely to be intensified by the giant Huawei company, the efforts to extract the lead in the market.
“It will be a gift from the sky to China to intensify its activity linked to microscopic treatments,” Enderley said in the context of his talk about the strict American export rules.
“This will be a very fast way to hand over the American leadership in accurate treatments and the most advanced graphics processing units,” he added.
Gold notes that the Chinese government has many resources and motives to enhance the chips industry.
He adds that while Trump believes that he can “bullying people” to achieve its goals, “the global economy is not.”
The analyst notes that Trump’s fees resulted in the marginalization of the United States’ allies, giving them an additional incentive to resort to China to obtain electronic slides.
“This will leave real problems for the competitiveness of American companies,” says Anderly.
He adds that “the companies located abroad will suddenly become a better position to compete.”
The CEO of England publicly states that his company – which is one of the most powerful electronic chips used in artificial intelligence – can comply with the new American requirements without sacrificing technological progress, adding that nothing will not stop global progress in artificial intelligence.
In his part, Dan Eve, the analyst at Widbush, says, in a memorandum of investors – that Inviteia is among the most important pieces in this (American) chess game with China. “
He states that “the Trump administration knows that there is one company for e -slices that nourishes the artificial intelligence revolution, which is Entepia,” and therefore it tries to reduce the pace of the progress of China in this field.
But Eve warns that the wars of the electronic slides are not over, expecting that “the two parties continue to exchange punches.”
