The canary in the Taiwan coal mine is starting to cough a little.
Once China has AI parity or dominance with homegrown chips and the US can produce everything locally or in allied countries, there’s little need for the current protections to remain in place.
Unless China starts implementing the “We don’t care” stance due to the ongoing trade war, which, judging by this Nvidia move, they’re clearly moving towards.
China cares because they have an economic incentive to care. Once that’s gone they’ll switch their tune quite drastically I would assume and due to the nature of their government structure, quite rapidly, too.
The canary in the Taiwan coal mine is starting to cough a little.
Once China has AI parity or dominance with homegrown chips and the US can produce everything locally or in allied countries, there’s little need for the current protections to remain in place.
China parity with TSMC is always a year or two away
https://www.infoworld.com/article/2217963/china-s-smic-settles-lawsuits-with-tsmc.html
Unless China starts implementing the “We don’t care” stance due to the ongoing trade war, which, judging by this Nvidia move, they’re clearly moving towards.
China cares because they have an economic incentive to care. Once that’s gone they’ll switch their tune quite drastically I would assume and due to the nature of their government structure, quite rapidly, too.