Nvidia(US:NVDA) 半导体芯闻·2025-06-13 09:41Core Viewpoint - The CEOs of Arm and Nvidia criticize the US export controls on AI semiconductors to China, arguing that these measures could hinder technological progress and negatively impact consumers and industry participants [1][2]. Group 1: Impact of US Export Controls - Arm's CEO Rene Haas stated that narrowing access to technology is detrimental, suggesting it could shrink the overall market and harm consumers [1]. - Nvidia's CEO Jensen Huang described the export controls as a "failure," indicating that they have not suppressed China's AI development but rather accelerated innovation among Chinese competitors like Huawei [1][2]. - The US restrictions on data center processor exports have reportedly cost Nvidia $8 billion and effectively excluded the company from the Chinese market [1]. Group 2: Industry Dynamics and Competition - Haas emphasized Arm's significant influence in China and noted that he has spent considerable time lobbying in Washington, believing that Arm's voice is being heard [2]. - Huang warned that if AI chip restrictions persist, Huawei could gain a competitive edge, as the company has already established a strong presence in China and other markets [2].