The United States will certainly turn out brand-new export controls on semiconductors and is currently targeting quantum computer and high-bandwidth chips as China makes developments in the market. The Futurum Group CHIEF EXECUTIVE OFFICER Daniel Newman signs up with Morning Brief to review the information and exactly how it might impact the worldwide chip industry.
“I shared this morning some rumors out that in China, renting an A100 or an H100 [processor] actually costs less than in the US, which is the indicator to me… that China is getting enough supply even though they’re not supposed to be. So these controls, they’re really complicated, very nuanced, whether or not they work well and how effective they are,” Newman clarifies.
He keeps in mind that the semiconductor supply chain is ‘”really complex.” As the United States intends to see Japan and the Netherlands move on with even more export controls, he clarifies that China will certainly encounter trouble obtaining its hands on one of the most sophisticated nodes, and eventually feat its chip growth.
“The world, of course, wants to make sure that it maintains a global leadership position in semis. As we move into three and two and these newest nodes from TSMC (TSM) and from other foundry providers, they want China to be behind for a few years,” he informs Yahoo Finance.
He includes, “The global supply chain of semiconductors and all of the policymakers are certainly going to make it very hard. I expect China to fight hard against it, but I don’t expect this to slow down.”
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This article was created by Melanie Riehl
