限制中国芯片 美国必将从失败走向失败

Group 1 - The U.S. government is intensifying its efforts to curb China's chip development, marking a new phase in its strategy against Chinese semiconductor advancements [1][2] - The U.S. Department of Commerce issued guidance warning that using Huawei's Ascend chips anywhere in the world would violate U.S. export controls, later modifying the language but still indicating risks associated with using Huawei chips [1] - The U.S. is shifting from technology-based restrictions to attempting to block China's advanced chip exports, aiming to weaken China's chip industry by depriving it of external markets [1] Group 2 - The U.S. acknowledges the failure of its previous technology embargoes, which inadvertently highlights the success of China's chip industry in achieving technological self-reliance [2] - NVIDIA's CEO stated that U.S. export restrictions on advanced chips to China have failed, allowing Chinese companies to gain market share, with NVIDIA's market share in China dropping from 95% to 50% [2] - The U.S. previously attempted to limit China's 5G market presence through diplomatic pressure and the formation of a "clean network" alliance, but these efforts have not significantly hindered China's expansion [2][3] Group 3 - Despite U.S. political maneuvers, China's products maintain strong market competitiveness, with projections indicating that by Q4 2024, one-third of 5G sites in 32 European countries will still use Chinese network equipment [3] - By 2028, China's 5G equipment market share in Europe is expected to remain between 29% and 32%, demonstrating resilience against U.S. efforts [3] - The underlying reason for the ineffectiveness of U.S. restrictions is its "zero-sum" mentality, which may inadvertently motivate competitors to excel [3][4]