The most affected will be the companies that distribute precisely these devices and whose factory is located in the United States, since they lose one of the countries with the greatest sales potential. Significantly reducing their expected income.
war between usa and china
And it is that, according to the Wall Street Journal, the United States would think very seriously stop your chip export for AI whose destination is Asian country.
Something that can have consequences for both and that has already started to be noticed. NVIDIA lost 2% in the stock market, while AMD fell 1.5%, because the production stop for China would already take place from next week. An express action that we are sure Asians are not at all happy about.
And it is that it is only a slap on the wrist of the first world powers, because it does not favor any of the parties and only the United States wants to show that they have the upper hand at the moment. Something that their companies are not happy about, caught in the crossfire for which they are not responsible and which affects their sales and therefore their income. Because we are not talking about a small country, but a giant like China, its biggest customer.
In September last year (2022), something similar would have already happened, when North American President Biden forced Nvidia to stop exporting to Asia, however, they created a new advanced chip called A800 who complied with the import rules, and therefore they were able to continue to trade with them.
Again, at the beginning of this 2023, they had to adapt their H100 and modify it according to another new law which prevented them from taking it out of the country. They played with the trap again.
However, it seems that now they have much more complicated and less room to maneuver, so it is likely that they will have to completely stop their production and see their sales reduced for a time that even they don’t know how much it will be.
Hopefully, this trade war is not hopeless, as it affects not just countries and brands, but the whole world. For the end user, like you or me, this is also a serious problem. We would face a halt in technological evolution, and that is not good for anyone.
So let’s hope they agree and these absurd export laws that don’t benefit anyone are unblocked.
Here we leave you the source of the news, and we hope that the next time we have to talk about this topic it will be to say that everything has been resolved and we can see new chips all over the world.
