I-China inqume ukuqinisa i- izilawuli zamasiko ekungeneni kwama-semiconductors, enaka ngokukhethekile ama-chips e-Nvidia, afana ne- I-GeForce RTX 5090. Ngokolwazi olucashunwe ngu Izikhathi ZezezimaliEmasontweni adlule, kunyuswe izikhulu zezikhulu emachwebeni akuleli amasheke aqinile zokuthunyelwa.
Lo mkhankaso uyingxenye yedrayivu eya imboni ye-semiconductor yendawo futhi ifuna ukuthobela isincomo esisemthethweni sokuthi izinkampani zaseShayina zikhansele futhi zigweme ama-oda amasha wamamodeli athile I-Nvidia (H20 ne-RTX Pro 6000D). Ngokwemithombo okuxoxiswene nayo, izilawuli zihlose ukuqinisekisa ukuthi lokhu isiqondiso sikahulumeni uyahlonishwa ngokwenza.
Izizathu kanye nobubanzi bezilawuli
Ukuhlola kuhloswe ukuqinisekisa ukuthi ukuthobela yezinkombandlela ezibekwe yi-Beijing kanye nokukhawulela ukuncika kuma-chips angaphandle, kumongo wokuncintisana kwezobuchwepheshe ne-United States. Izinhlobo ze-H20 ne-RTX Pro 6000D, eziklanyelwe i-China nge ukusika imininingwane evunyelwe iWashington, sekuyimpoqo yokulawula okuhloswe kuyo amasiko.
Izinyathelo zokulwa nokushushumbiswa kanye nokugadwa kwemibhalo
Amaqembu atshalwe emngceleni andise ukugxila kwawo kwezinye izindawo. ama-semiconductors athuthukile ukumisa i ukukhwabanisa kanye nezindlela ezingenzeka zokweqa imikhawulo. Ngokusho kwedatha enikezwe abezindaba baseBrithani, phakathi Juni no-August Ama-chips esizukulwane sakamuva sikaNvidia abiza u-$100 million kukholakala ukuthi ashushumbiselwe eChina. okungenani izigidi ezingama- $ 1.000.
Ngaphezu kwezilawuli ku- amachweba, imithombo ejwayelene nalesi simo ithi ubuqiniso bezimangalo buyabuyekezwa izimemezelo zokungenisa ezithunyelwe izinkampani ezithile zaseShayina, ukuze kutholwe kungenzeka okungajwayelekile emisebenzini edlule.
Ingcindezi yokulawula kanye nophenyo lwe-antitrust
Ukuqiniswa kwezilawuli zentela kuhambisana nokugadwa okukhulu kokulawula. I-State Administration for Market Regulation (SAMR) iqale a uphenyo lwe-antitrust ngokumelene Qualcomm maqondana nokutholwa kwe Autotalks. Ngokufanayo, iziphathimandla kubikwa ukuthi zivule uphenyo lokuqala kuNvidia ngokuphulwa okungenzeka kwezibopho ezihlobene nokuthengwa I-Mellanox e 2020.
Ngokuhambisana nalolu shintsho, iCyberspace Administration yaseChina kubikwa ukuthi ibuze izinkampani ezinkulu zobuchwepheshe zasendaweni, okuhlanganisa ByteDance futhi Alibaba, ukuthi bayeke ukukuzuzisa Amaphrosesa we-AI Imikhiqizo ye-Nvidia iyatholakala emakethe yaseShayina. Abalawuli bagcina ukuthi intuthuko ethile yasekhaya isivele inikeza ukusebenza okuthuthukisiwe. uma kuqhathaniswa nemikhiqizo egunyaziwe kusuka enkampanini yaseMelika.
Imithelela yamabhizinisi namaketango wokuhlinzeka
Ezinkampanini zezwe, izindlela ezintsha ziphoqa ukuthi zicabange kabusha ukuthenga ukuhlela, izinto kanye nesikhathi samaphrojekthi asekelwe ku-AI. Ukukhushulwa kokuhlolwa kwemingcele kungahumushela kokuthi imigomo emide kanye nesidingo sokulungisa izinkontileka kanye abahlinzeki ukugwema iziphazamiso.
Ukuqina futhi kusebenza njengesikhuthazo sokusheshisa ukuthuthukiswa kwe chips zendawo futhi uqinise i-ecosystem yabakhiqizi baseShayina. Ngokwenza, leli su lifuna ukuzimela kwezobuchwepheshe kanye nokuqina kwe-supply chain, kuyilapho iqinisa intambo emandleni ukujikajika okokusebenza okuvinjelwe.
Nge izilawuli zemingcele kwaqina, ukugxila kumamodeli we-H20 kanye ne-RTX Pro 6000D kanye nokuthuthuka kwe uphenyo lwe-antitrustI-Beijing imemezela ukuthi izoqinisa kokubili ukulandelwa kwemihlahlandlela yayo kanye nokwengamela imakethe yama-chip, ngenkathi icindezela imboni yayo ukuthi ithole indawo kuma-semiconductors.