Jensen Huang from Nafidia, semiconductor experts, believe the restrictions of the US chip

Jensen Huang, co -founder and CEO of Nvidia Corp, speaks at a press conference in Taipei on May 21, 2025.

I am Cheng AFP | Gety pictures

NVIDIA’s replacement is a long arrangement. Although Chinese competitors are behind the advanced company technology, many analysts and informed warn that they are chasing, thanks to the American export restrictions.

The restrictions of the US chips have been offered to sell advanced semiconductor technology, especially those used in artificial intelligence, over several years, with a primary goal of reducing military progress in China and protecting American domination in the artificial intelligence industry.

However, according to Nafidia Jensen Huang CEO, controls for the export of American conductors on China.to fail“It caused more harm to American companies more than China.

Ray Wang, a technology and chips analyst in the United States, said the targets of reducing the access of the Chinese army to advanced American technology and preserving the American leadership in artificial intelligence have achieved some success on paper, gaps and semiconductor stocks in China.

“This is partly the reason that we see the closure of the gap between the capabilities of Chinese artificial intelligence and the United States,” Wang added.

Self -wound?

NVIDIA leaders and other American chip designers have long pressed against chips, as they worried about the loss of profitable commercial deals. Huang said at the annual computex technology exhibition in Taipei that the GPU market in NVIDIA in China has decreased to 50 % of 95 % over the past four years.

In fact, chips experts say that restrictions create more harm than to the United States

“The effects of two parts are two parts. They have the impact of reducing American companies’ ability to reach the China market, and in turn, the local industry efforts to follow more innovation have rushed,” said Paul Triolo, a partner and chief vice president in China at the DGA Group Group.

“You can create competitors for your leading companies at the same time that you cut it from a huge market in China,” he added.

While the most important exports controls in Washington were approved during the period of former US President Joe Biden at the White House, the restrictions Huawei and The minimum wageThe largest chip maker in China, back to Donald Trump’s first state in office.

On April 15, NVIDIA revealed new controls, which are restricted to sales H20 graphics The processing units to China led to a fee of $ 5.5 billion for their revenues.

Anti -bodies

It is expected to be restrictions A blessing to order The development of local NVIDIA alternatives such as Huawei, which works on its artificial intelligence chips. They also come against the background of Beijing Fill in billions As part of the self -sufficiency campaign.

“The bottom line is that the controls may motivate China to self -sufficiency through these supply chains in a way that you had not been thinking of before,” Trio said.

Chinese achievements associated with Amnesty International, such as the R1 Deepseek model and news Huawei Chip Progress offersObservers pushed to question the effectiveness of the chip control.

According to Lang, an independent analyst, semiconductor and AI Space semiconductors have seen an acceleration in startups, market opportunities and artificial intelligence talents, as well as restrictions that clearly led to local innovations.

“I think the arguments that control the export of acceleration of innovation are very suitable,” Wang said.

Nong Nong also I noticed these trends in AprilThe legislators in Washington that the country has made tremendous progress in the past few years, which is directly behind the United States

Transfer goals?

Nvidia H20 chip It is specially designed to comply with the current chip control elements before Clampdown on exports.

“We are not only talking about a single export control element, but we are talking about a series of export control tools that arise throughout the way in 2019,” Wang said, noting that advanced policies had different goals.

Meanwhile, in what Paul Trilio from DGA calls “the transfer of goals”, it seems that the goals of the restrictions have turned into an intention to slow down and contain Chinese developments from artificial intelligence and Mosul.

“The continuous expansion of the controls, the absence of an expression of the clear game here, has created a lot of problems, and created a lot of side damage,” Trilio said, adding that it prompted more people to question politics.

in A statement earlier this monthThe Information and Innovation Foundation, an American research center that received funding from various technology companies, said in a publication that “the policy of controlling Biden for artificial intelligence segments has been largely unsuccessful since the first day. However, year after year, it has doubled, in an attempt to connect various gaps.”

“While (the United States government) is definitely a right to prevent American companies from selling advanced artificial intelligence technology to the Chinese army, US companies cut off the entire Chinese market is a worse treatment of the disease,” Stephen Ezel of ITIF told CNBC in an email.

“The US export controls have cost at least $ 15 billion in sales, and these are revenues that the company needs to be able to gain to invest in future generations of innovation.”