Bloomberg news it is just Bios and woke propaganda. Me I get out from theirs platform when I find this out in the last year of Obama. I invest and the political views of the company do not affect me by any matters except if they come to slow me down on some investing in companies with others political points of views, versus others.
What they say in theirs' brief, who invest in Semi is know from long time. they just want to justify the Bios as not US escalade momentary the tensions, but others. Just normal for one point of view political.
the main subject is not the Bios or propaganda. It is if somehow is true. Answer is: Yes.
The NVDA chips (I have all list) was really banned to be use in China. Also H100 is banned. We have not to forgot that China go all-in to be competitive by any matter (industrial spy was, exist and will be). For the moment who knows, China has theirs own printers (bests) at 6 nm. NVDA chips use 3 nm and look for 2.5 and respective 2 nm.
Also could be considerate the company Huawey (wrong speling???). They are something, not to ignore. So as Jensen told as couple months ago, NVDA will still have the supremacy for the next 2 years when new strong competitors will enter, and him mentions China, Intel, IBM, HP, Samsung and also a few Europeans. Till that time they will stay and the point stone will be the master of the Quantum.
In conclusion: If more chips are banned in China, the meanning is they find indigen alternative almost, equal or better for indigen production. That is, thats all.
LittleSoldier : Seriously Fu#% China!!
Stock_Drift OP LittleSoldier : Theyโre 24/7/365, never stop trying to be the biggest on the block. By any means necessary.
73372627 Stock_Drift OP : This it is true.
Bloomberg news it is just Bios and woke propaganda. Me I get out from theirs platform when I find this out in the last year of Obama. I invest and the political views of the company do not affect me by any matters except if they come to slow me down on some investing in companies with others political points of views, versus others.
What they say in theirs' brief, who invest in Semi is know from long time. they just want to justify the Bios as not US escalade momentary the tensions, but others. Just normal for one point of view political.
the main subject is not the Bios or propaganda. It is if somehow is true. Answer is: Yes.
The NVDA chips (I have all list) was really banned to be use in China. Also H100 is banned. We have not to forgot that China go all-in to be competitive by any matter (industrial spy was, exist and will be). For the moment who knows, China has theirs own printers (bests) at 6 nm. NVDA chips use 3 nm and look for 2.5 and respective 2 nm.
Also could be considerate the company Huawey (wrong speling???). They are something, not to ignore. So as Jensen told as couple months ago, NVDA will still have the supremacy for the next 2 years when new strong competitors will enter, and him mentions China, Intel, IBM, HP, Samsung and also a few Europeans. Till that time they will stay and the point stone will be the master of the Quantum.
In conclusion: If more chips are banned in China, the meanning is they find indigen alternative almost, equal or better for indigen production. That is, thats all.
Stock_Drift OP 73372627 : Thanks for the well thought out reply!! I appreciate it.