US-China competition: Huawei to introduce new chip to rival Nvidia in China

Senior US officials are set to visit China this week in an effort to bolster relations amid heated trade tensions. This comes as Huawei Technologies is reportedly close to introducing a new AI chip that could rival Nvidia's place in the Chinese market. Author of "Chip War: The Fight for the World's Most Critical Technology" Chris Miller joins Market Domination Overtime to discuss the Huawei news and the future of US-China relations.
"We shouldn't be surprised that Huawei is trying to build newer and better chips, given that the Chinese government has anointed Huawei as the country's chip champion and given all the resources that it needs to try to catch up to Western leaders in chip production like Nvidia," Miller explains.
As the 2024 presidential election nears, all eyes are on Vice President Kamala Harris's position on China. He notes that both President Biden and former President Biden have taken relatively similar stances on China, and adds, "I don't think it's likely that Harris would meaningfully shift from any of those positions, whether it's about subsidizing domestic manufacturing or trying to limit technology transfer to China. Both of those policies have bipartisan support, and they've persisted across multiple administrations."
#youtube #news #BigTech
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[skyak]

Nine out of ten scambots push NVDA72K!!!!
Why doesn’t youtube do anything about crypto

[belviskaytlyn]

Just watched your video discussing NVDA72K and I am very excited about this

[jamaicaoaw]

It is very hard to see project which can be used in real life like NVDA72K 🥳🥳🥳

[AntiWar_dude]

USA news always say we don’t know the details 🤣 -

Many are saying in public that masters Huawei chips is par with latest Nvidia lasted chips 🤣

[bobdoe]

Chris Miller is entering Gordon Chang territory.

[flamencoguy]

Chris Miller is not an expert despite writing books and being a popular interviewee

[BrandyHeng]

New Huawei chips will collapse Nvidia soon. Its "light on a chip" the Taichi Chip

[nawax]

Well done Huawei China, keep it up, this is ultimately the news that we would be glad to hear ...

[brucewane]

China will not buy the new Nvidia chips.

[mingouczjcz]

Chris Miller is just a writer who has no stem background, but poses as chip expert.

[factstruths]

Rising from the ashes again.Gangster tried to take down Huawei but in vain.

[hautaukhang]

If China can built their own Space Station even being banned by the US government to participate in US's space programme. I do not see any problem for China to make their own chip to rival Nvidia.

[RantRantJoe]

🇨🇳 will out-compete 🇺🇸, just like DJI has destroyed GoPro in every market aspect.

[MASMIWA]

LOL! The Intel and TSMC fabs will come on line in the coming years? They are already delayed or abandoned for lack of a market. Intel is letting 15, 000 of its workers go. TSMC is having a brain drain as its workers head to the mainland for work. That tells a lot about what is happening. The dominant market in semiconductors is in mature node chips, to which China has 47 fabs and 24 more under construction. The Chinese continue to see a rising market for its semiconductors as EV, AI, biotech, and military electronics are on the rise. The US high end chips are focused on AI, mobile phones and cloud servers. Much of this is happening in China and will use Chinese chips. AI, in particular always wants the latest and greatest and Nvidia used to be the source. The US government denied Nvidia sales of their latest and greatest and now the Chinese are challenging Nvidia with chips that perform as well, if not better than Nvidia because Nvidia cannot sell its best to China, Both Apple and Qualcomm are seeing declining sales in China and a moribund market in the rest of the world.

An interesting series of events has been happening over the last year. TSMC, the world's largest high end chip fab is scouring the world to put in new mature node chip fabs, two of which are in Japan. As Japan struggles for economic survival, it remains to be seen whether they will become successful because all the semiconductor fab production equipment and chemicals that used to be Japan's niche in semiconductors are being challenged by China. If these Japanese companies go belly up, TSMC would be hard pressed to get these products in Japan. It would have to source from the US or China with US prices higher than those from China.

Those who are close to the industry, see the demographics of the semiconductor sector and China will be the dominant player in this decade. The forecast is for China to produce 40% of the world's semiconductors by 2030, the US is forecasted to drop from 12% to 8%.

[BabaYaga]

*USA companies having a hard time to keep pace with Chinese Tech*

[glenwjohnson]

The way the US handled the EVs and chips made me think all along the US is way overrated!

[YCHTT]

Trump: "Trade war against Chyna is so easy to win."

[Jaredbuncher]

Does anybody else know the founder of NVIDIA is Chinese. And his company gets its chips made in a Chinese province called Taiwan? So it’s definitely a Chinese VS Chinese competition. Intel is the western company that he should quote more to not mislead his audience.

[wah-lau-eh]

The new plants are ALL delayed indefinitely. No raw materials. Not enough skilled workers. Supply chain is all dependent on foreign suppliers as no US supply chains. Poor logistics. Not enough US trained qualified engineers. This means even IF any of these factories become operational, their products will be not competitive and 5-7 years behind China. It take at least 10 years to start a competitive factory IF all is in place. Would be good if all these facts are reported instead of general talk which everyone knows.

[NeidlichesSchwert]

It’s not “Wawei.”
You can’t see the H?