去查了下,世界日报翻译的基本是他的意思 Key Words‘There is no other China, there is only one China’: Nvidia CEO warns of ‘enormous damage’ if China chip war escalates. Published: May 24, 2023 at 9:37 a.m. ET By Emily BaryFollow comments 17 Jensen Huang of Nvidia says the U.S. doesn’t have a “contingency” if it loses the China market for chips Nvidia CEO Jensen Huang warned lawmakers to be thoughtful about tech regulations and their broader implications. AFP VIA GETTY IMAGES Email icon
‘If we are deprived of the Chinese market, we don’t have a contingency for that. There is no other China, there is only one China.’ — Jensen Huang, chief executive at Nvidia That’s Nvidia Chief Executive Jensen Huang, who said he sees the potential for “enormous damage” to U.S. companies if the chip war with China escalates. He made the comments in a recent interview with the Financial Times, cautioning lawmakers to think about the implications of further Chinese trade restrictions. “If we are deprived of the Chinese market, we don’t have a contingency for that,” he said in the FT interview. “There is no other China, there is only one China.” In Huang’s view, the U.S. would be “swimming in fabs” — the plants where chips are made — if the company loses the Chinese market, which would cause its capacity needs to fall by a third. “If they’re not thoughtful on regulations, they will hurt the tech industry,” he said of U.S. policymakers. There’s the threat that China will move to build more chips itself if it can’t buy from U.S. companies. Companies in China are already starting to make chips that challenge Nvidia’s NVDA, -0.49%, according to the report. The interview occurred just before Chinese regulators announced the results of a cybersecurity review into Micron Technology Inc. MU, +0.79% Sunday. Micron failed the review, and China ordered critical information infrastructure operators in the country to stop using the company’s products. See also: Micron’s stock falls after China ban. Here’s why gauging the impact isn’t so simple. Nvidia itself has been impacted by chip-war fallout, disclosing in August that the U.S. government imposed a new license requirement for future exports to China and Hong Kong that would affect the company’s A100 and H100 integrated circuits. The move effectively restricted Nvidia’s data-center business in China. Huang could share more about the China chip wars after the close of trading Wednesday, as Nvidia is due to report its fiscal first-quarter results. Investors will be keenly focused on the opportunities ahead of Nvidia in artificial intelligence; shares of the chip maker have surged 110% so far in 2023, with the rally fueled in part by optimism about AI and Nvidia’s role in helping companies train AI applications.
辉达CEO:若丢中国市场 美芯片法案鼓励盖晶圆厂没意义 编译季晶晶/综合外电 2023-05-24 12:06 ET
全世界最有价值半导体公司辉达(Nvidia)的首席执行官黄仁勋接受英国金融时报专访时警告,中美芯片战升级,美国科技业将面临遭逢「巨大损害」的风险。
黄仁勋表示,总统拜登的政府为减缓中国半导体制造进程,祭出严格的出口管控,使得总部在硅谷的绘图芯片巨擘「双手被反绑在背后」,无法在全球最大市场之一销售先进芯片。
与此同时,中企开始自研芯片,要与辉达的图形、游戏和人工智能处理器并驾齐驱。
他说:「如果不能从美国买芯片,中国就必须自制。美国要小心。中国是科技业非常重要的市场。」
他向美国国会议员示警,进一步限制与中国的贸易要「深思熟虑」,以免伤到科技业。他直言,「如果被剥夺中国市场,我们没有应急方案。再没有其他的中国,只有一个中国」。
他形容,阻止美国科技业进入中国市场,用来鼓励兴建更多晶圆厂的规模520亿美元芯片法案将「自膝盖以下截肢」。
由于中国约占美国科技业市场的三分之一,不可能被取代,如果丢了中国市场,「美国科技业必须减少三分之一的产能」,黄仁勋指出,到时候「没人需要美国的晶圆厂」,芯片供过于求,「能在里面游泳」。
Key Words‘There is no other China, there is only one China’: Nvidia CEO warns of ‘enormous damage’ if China chip war escalates. Published: May 24, 2023 at 9:37 a.m. ET By Emily BaryFollow
comments 17 Jensen Huang of Nvidia says the U.S. doesn’t have a “contingency” if it loses the China market for chips
‘If we are deprived of the Chinese market, we don’t have a contingency for that. There is no other China, there is only one China.’ — Jensen Huang, chief executive at Nvidia That’s Nvidia Chief Executive Jensen Huang, who said he sees the potential for “enormous damage” to U.S. companies if the chip war with China escalates. He made the comments in a recent interview with the Financial Times, cautioning lawmakers to think about the implications of further Chinese trade restrictions. “If we are deprived of the Chinese market, we don’t have a contingency for that,” he said in the FT interview. “There is no other China, there is only one China.” In Huang’s view, the U.S. would be “swimming in fabs” — the plants where chips are made — if the company loses the Chinese market, which would cause its capacity needs to fall by a third. “If they’re not thoughtful on regulations, they will hurt the tech industry,” he said of U.S. policymakers. There’s the threat that China will move to build more chips itself if it can’t buy from U.S. companies. Companies in China are already starting to make chips that challenge Nvidia’s NVDA, -0.49%, according to the report. The interview occurred just before Chinese regulators announced the results of a cybersecurity review into Micron Technology Inc. MU, +0.79% Sunday. Micron failed the review, and China ordered critical information infrastructure operators in the country to stop using the company’s products. See also: Micron’s stock falls after China ban. Here’s why gauging the impact isn’t so simple. Nvidia itself has been impacted by chip-war fallout, disclosing in August that the U.S. government imposed a new license requirement for future exports to China and Hong Kong that would affect the company’s A100 and H100 integrated circuits. The move effectively restricted Nvidia’s data-center business in China. Huang could share more about the China chip wars after the close of trading Wednesday, as Nvidia is due to report its fiscal first-quarter results. Investors will be keenly focused on the opportunities ahead of Nvidia in artificial intelligence; shares of the chip maker have surged 110% so far in 2023, with the rally fueled in part by optimism about AI and Nvidia’s role in helping companies train AI applications.
印度永远不会是中国
但因为他是华人,我估计他讲的话在国会老爷眼中说服力不足。。。
支持老黄! one China!
你们这样就有些过分了, 人家这里的意思是经济市场,根本没有政治意涵。正常人都明白他说什么
人家拜登的一厢情愿本来就是禁止对中国进口芯片,但中国市场必须向美国公司开放吧。又不是不要中国市场。现在一边制裁,一边紧着要和中国说,好好谈谈嘛,好好谈谈嘛。不就是甘蔗两头甜,一个都不能少么
川普那个话明确的就是那个意思。 别人才不会管你哪国护照,哪里出生呢
或者隔壁一喊反中本能也要跟着再继续
但是中国也不是傻子。现在也不是20 年前那么没实力需要牺牲比较多来换取机会。现在中国走的路子就是你打你的我打我的。很多方面明显有不鸟美国的驾驶。
中国那么多理工人才,把一个概念优化到极致本来就是中国人的强项。想闷死一个产业,低价倾销比禁运管用多了。
从另外一个角度来看, 拜登州府里制定高科技政策的人头脑清醒。
他姓黄,没有政客会相信他。现在的政客都是极其短视的,只能看见自己眼前的肉票
黄老板所做的都符合美国import export control相关条例
想什么呢了?你要是知道别人把你当对手打算弄死你,你会束手待毙吗?中国政府又不傻,对国内政策又绝对主导,权宜之计加卧薪尝胆,镁光不是忍到现在才动手?
真能洗,难道黄老板不比你清楚,这样做,美国芯片公司虽然死不了,但是要从膝盖以下截肢
呵呵商人聪明, 根本不掉白等。 给中国出口便宜简化版芯片, 使中国制造业毫发无伤, 有了利润中国自己搞研复发。 美国对华贸易战无论白等还是川普非常的愚蠢。
现在大家打得都是明牌。 从黄琨谢希德海归在北大开授固体物理, 韩国遍地是难民台湾大撤退, 那时就明白半导体的重要性。 但要做好则是另一码事。
说真的,对华的技术打压最好就是利用美方科技优势,大量倾销,千万别让这帮卷人把产业发展起来。
好像是国内有比较好的替代品长江存储,就整镁光了吧。
輝達又不是晶圓廠 美國補助晶圓廠 沒補助晶片設計 這邊在提醒 得補助晶片設計 不過也有道理 十四億人躺平在家打電動
多大的顯卡商機啊
印度人就算人口比中國多
不躺平也沒這商機
老黃的最大問題是
剩帝不讓採礦了
中国大量进口美国芯片, 主要还是因为中国是世界工厂吧。 供应链转移以后, 在中国减少的销量会在其他地方补上。 不过对于老黄来说,他的芯片主要是供应AI, 影响不小。
这不挺好
哈哈哈,我都没想到。不用太敏感,估计只是说到那儿,一个中国市场的意思。
这是资本市场运作的基本原理,美国政客跟猪一样蠢。
只要有EDA,芯片设计本身其实很容易追。。 当初华为海思已经是全球顶尖水平了
所以美国主要在制造环节卡你。。
现在EDA受出口管制, 顶级EDA都是美国厂家。 海思原始团队来自美国,设计EDA来自美国, 生产在台湾。
是啊,英伟达,呃不,辉达的股票这段时间大跌了负几十%呢
呵呵, 你是不是割肉割早了
这就是瞎扯了,中国为了搞自己的芯片几百个b都咋下去了。水花都没有一个。倒是肥了很多骗子。芯片步骤太多,光刻机,软件这些更本不可能自己在做一个。硬件不像软件,弯道超车没那么容易。
是不容易,但是是迟早的事 当初电动车骗补的更多