this post was submitted on 03 May 2026
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240
Jensen Huang says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (www.tomshardware.com)
submitted 9 hours ago by stumu415@lemmy.zip to c/technology@lemmy.world
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[–] NekoKoneko@lemmy.world 5 points 7 hours ago (1 children)

Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.

I agree the policy never made sense, but Chinese chips are still a few generations behind and will remain that way for a while.

China currently has a physical limit to transistor size that is enforced by the physics of their lithography machines. They are doing everything they can to use export-controlled ASML technology including rebuilding prior generational tech from the second-hand market, but that is a.K2-level sheer-face climb. Considering how much unique knowledge ASML and TSMC have, even corporate espionage can't fill in those gaps probably for a decade.

They absolutely are using homegrown chips that are lower quality and making up for it in quantity, however, using older lithography.

[–] givesomefucks@lemmy.world 3 points 7 hours ago

but Chinese chips are still a few generations behind and will remain that way for a while.

Buddy...

That's the problem.

China has "worse" chips, but they're finding ways to make them beat the "best" chips...

If China still used Nvidia, then others could rip off their gains in code and training.

But once Chinese chips are different enough, then all of the Nvidia line the west is sinking money into at an unprecedented rate becomes the guy who sank his inheritance into a Betamax rental store.

All those data centers, manufacturing, everything, obsolete.

But American companies won't admit that, because then they stop making money. And they control the American government, so no one will stop them.

We're going full speed towards a massive technological deadend, because the people driving the bus know that if they crash, they can make the government use our tax money to bail them out.