Competition in the field The continu explosion of semiconductors is inseparable from the resonance of internal and external factors.
Recently, Biden plann to make one last effort before leaving office: to launch the “ultimate move” on the global AI chip trade.
The Biden administration is preparing to impose gibraltar email list 149998 contact leads a new round of restrictions on AI chip exports from companies such as Nvidia and AMD in the final moments of its term .
The new rules, which would impose three tiers of restrictions on chip trading, could be releas as early as Friday, people familiar with the matter said.
For this reason, Nvidia and relevant industry associations in the Unit States collectively express opposition. Nvidia even warn that this would only harm the US economy and set the country back.
The competition between China and the Unit States in the chip and AI industries has intensifi, and the process of domestic substitution has accelerat.
From a domestic perspective, the policy side continues to release positive support
The State Council’s executive meeting previously emphasiz the ne to accelerate scientific and technological innovation in areas such as integrat circuits and artificial intelligence, and to improve the level of the industrial chain.
The Ministry of Industry and Information 5 best pop-up software you can try for free Technology and other departments jointly issu the “Notice on Preparing for the Construction of New Information Infrastructure in 2024”, proposing to accelerate the construction of new information infrastructure such as 5G networks and computing power in advanc manufacturing clusters and industrial parks.
Recently, the National Development and Reform Commission and the Ministry of Finance also issu the
“Notice on Stepping Up and Expanding the Implementation
Of LargeScale Equipment Update and Consumer liechtenstein number Goods Tradein Policy in 2025″.
In this regard, Tianfeng Securities interpret that subsidies for purchasing new products such as mobile phones may drive demand for semiconductors.
Looking ahead to the future market, Guotai Junan Securities stat that if 2023 is the first year of AI training and 2024 is the first year of AI reasoning, then 2025 will be the first year of the explosion of AI terminal applications Competition in the field.
