part 14 china is still tryng to catch up US chip technology
latelay, trump administration allow nvidia H200, the most advanced chip right now, exported to china. remember H-100, the previous version of H-200, is ban to china, it's a huge advvantage for china technology. NVIDIA most advanced chip is really needed to china technology demand, especially big tech companies like alibaba, bytedance, and tencent.
some people assuming it'll gonna be threads for china domestic chip maker. but analyst said, china technology haven''t any chip domestic made can reach NVIDIA technology. The latest version china designed chip is ascend series by huawei, still lose to NVIDIA in calculating count per second.
because it's calculating power, NVIDIA CUDA technology is still main choice for chinese technologies. it's not a thread to china domestic semiconductor, it's the advantage for tech industry in china in general, because they have access to NVIDIA most advanced chip while domestic chipmaker still fighting to reach the same level.
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