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Don't underrate China's ability to catch up in chips: Nvidia CEO
Nikkei Asia ^

Posted on 05/30/2023 4:37:28 AM PDT by FarCenter

Huang, who founded Nvidia in 1993, said it is hard to predict if the U.S. export controls will end up creating a separate ecosystem for China for AI hardware and software. Nevertheless, he said, the public has to acknowledge China's technological advancements in cloud computing, internet services, digital payments, electric vehicles and autonomous driving technologies.

"We have to run very fast ourselves," Huang said when asked by Nikkei Asia about the technological gap between Chinese GPU players and Nvidia on the sidelines of the event. "The amount of resources that has been dedicated to this area in China ... is quite massive, so you can't underestimate them."

Huang, whose company has reached nearly $1 trillion in market capitalization, has close personal and professional ties to Taiwan. He was born in the southern Taiwanese city of Tainan and moved to the U.S. with his family when he was 9 years old.

...

Huang has an especially close relationship with Morris Chang, the founder and former chairman of Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker.

He told reporters that he had dinner with Chang in Taiwan a few days ago.

"Our partnership with TSMC is extremely deep," Huang said. "This is now the tipping point for accelerated computing and generative AI, and so over the next decade, the amount of business we do with TSMC is going to grow substantially."

Huang confirmed to Nikkei Asia that the H100 processor is sourced only from TSMC, though Samsung Electronics is also one of Nvidia's qualified suppliers. "We don't dual-source the chips because the technology is too hard to do it twice. It's barely possible to do at one time. ... But we worked very deeply with Samsung in chip fabrication, as well as memory technology and many other areas."


TOPICS: News/Current Events
KEYWORDS: nvda; nvidia

1 posted on 05/30/2023 4:37:28 AM PDT by FarCenter
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To: FarCenter
With mainland China lusting after Taiwan, the following is extremely important (from the article):
He added that Nvidia's supply chain is designed for "maximum diversity and redundancy," as supply chain resilience is important given that many customers rely on the company.

"We manufacture in as many places as we can. We have worked very deeply with TSMC for a very long time. You know that we also manufacture with Samsung, and we're open to manufacturing with Intel," he said.

We had better hope like hell that some of Nvidia's chip manufacture is beyond China's physical reach.
2 posted on 05/30/2023 4:57:07 AM PDT by RoosterRedux (See my FR homepage for a link to the entire Bible narrated by David Suchet on youtube. FREE!)
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To: FarCenter

If they don’t steal it they can’t make it! China’s #1 phine maker just closed down their attempt to make usable chips. They failed badly and LOST BILLIONS! https://www.dtnext.in/technology/2023/05/12/smartphone-maker-oppo-shuts-down-chip-design-unit


3 posted on 05/30/2023 5:10:12 AM PDT by WellyP (question!)
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To: FarCenter

China cannot buy the machines it needs for the newest chips because they are embargoed.

How are they going to catch up using old technology? They aren’t.


4 posted on 05/30/2023 5:29:41 AM PDT by MMusson
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To: WellyP

It isn’t Chinese students who are doing poorly in academics.


5 posted on 05/30/2023 5:47:15 AM PDT by GingisK
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To: FarCenter

The faster we run, the faster they catch up - wanna know how?


6 posted on 05/30/2023 5:55:33 AM PDT by larrytown (A Cadet will not lie, cheat, steal, or tolerate those who do. Then they graduate...)
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To: FarCenter

There are politicians who will sell the tech to communist china.
Bill Clinton sold top secret rocket designs with help from Loral. It enabled the communists to have multiple warheads and high accuracy. He also allowed them to steal the nuclear weapon designs from us.

Look at the tech that goes into making computer chips.

You Didn’t Build your PC… This Did.
https://www.youtube.com/watch?v=pfU20SAR21A


7 posted on 05/30/2023 8:45:59 AM PDT by minnesota_bound (Need more money to buy everything now)
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