The Global Times newspaper stated on Saturday that U.S. restrictions on China have resulted in a game of “catch me if you can” with Nvidia and other companies. This situation impacts the interests of both countries and will accelerate Chinese innovation. The chip industry newsletter SemiAnalysis reported that Nvidia plans to release new artificial intelligence chips for the Chinese market shortly after the U.S. tightened rules on selling high-end AI chips to China. The state-controlled newspaper commented that the conflicts between Nvidia and the U.S. government highlight the challenges faced by a high-tech enterprise engaged in legitimate business but encountering political interference in free trade. The newspaper emphasized that these restrictions are not only harmful to China’s interests but also to the U.S. The U.S. government’s actions have created an atmosphere of fear and uncertainty in the market, making normal and legitimate transactions difficult. Last month, Nvidia announced that new U.S. export restrictions would block sales of two high-end AI chips, the A800 and H800, that were specifically created for the Chinese market. The new rules impose limitations on the computing power of chips and introduce a “grey zone” where chips may still be allowed to ship to China but require a license. SemiAnalysis revealed that Nvidia is planning to release new chips called the HGX H20, L20 PCIe, and L2 PCIe, which have some computing power measures cut back. U.S. companies are actively seeking workarounds to comply with the regulations. The Global Times predicts that as long as the U.S. remains committed to restricting China, the game of “catch me if you can” will continue indefinitely. This situation will inevitably force and accelerate the process of independent innovation in high-tech industries in China.
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