Izabelo zabavelisi be-semiconductor kwihlabathi liphela zehle kakhulu emva kwentlanganiso phakathi kukaMongameli waseMelika uDonald Trump kunye noMongameli waseTshayina uXi Jinping, njengoko la mazwe mabini engaphumelelanga ukugqiba naziphi na izivumelwano ezinkulu ze-chip kwaye akukho nkqubela ibonakalayo kwintengiso yeNvidia eTshayina.
IWashington igunyazise iNvidia ukuba ithumele ii-accelerator ze-H200 AI eTshayina, nangona iBeijing ekugqibeleni yala ukuthunyelwa kwazo. Amathemba otyelelo lwegqiza laseMelika eBeijing ayephezulu, ingakumbi emva kokuba i-CEO yeNvidia uJensen Huang ejoyine nabo. UTrump wayekhatshwe yi-CEO yeTesla u-Elon Musk kunye ne-CEO ye-Apple uTim Cook ukuya eTshayina. Abatyali-mali babelindele iindaba ezicacileyo kolu hambo, kodwa uMmeli wezoRhwebo wase-US uJamieson Greer uxelele iBloomberg ukuba iNvidia kunye nee-semiconductors aziyiyo ingqwalasela yengqungquthela.
Ngenxa yoko, izabelo zabadlali abakhulu kwishishini le-semiconductor zehle: iNvidia - nge-4%, i-Intel - nge-6%, i-AMD - nge-4%, i-Korean SK hynix, enika imemori iNvidia, - nge-7,7%, i-STMicroelectronics (enika iimveliso kwi-Apple, iTesla kunye ne-SpaceX) - nge-5,4%, i-German Infineon Technologies - nge-5,5%, umenzi waseDatshi wezixhobo zokwenza ii-semiconductors i-ASML - nge-5%. Kwiiveki zakutshanje, izabelo zeshishini lonke le-semiconductor ziye zanda - abatyali-mali baqhubekile nokugalela imali kwiinkampani ezibonelela ngee-semiconductors kunye nezixhobo ze- amaziko edatha, oko kuthetha ukuba yonke into efunekayo kushishino lobukrelekrele bokwenziwa. Umzekelo obalaseleyo yi-IPO yomenzi we-AI accelerator osemtsha uCerebras, onezabelo ezinyuke ngama-68% ngosuku lokuqala.
IWashington ichaze ulawulo lokuthumela ngaphandle njengomnqweno wokuthintela iTshayina ekusebenziseni ii-semiconductors eziphambili ngeenjongo zomkhosi okanye ukutsiba kwi-AI—ngenxa yoko, iBeijing ixhomekeke kwizixhobo zayo. Ngoku ekubeni i-US ivumele iNvidia ukuba ithumele ii-accelerators ze-H200 eTshayina, njengoko uDonald Trump evumile, “iTshayina igqibe ekubeni ingakwenzi oko. Ifuna ukuzama ukuphuhlisa ezayo.”
“Bazimisele kakhulu kwimveliso yasekhaya. Ukuba siqhubeka, njengakwiitships ze-AI, ngamanye amaxesha baziva ngathi oko kunokubangela ukukhula kwabo. Ngokucacileyo sicinga ukuba kunokuba luncedo kubo ekuhambeni kwexesha, kodwa kuya kufuneka benze eso sigqibo ngokwabo,” utshilo uJamison Greer, ephawula ukuba iTshayina idla ngokubona ubuchwepheshe obuphezulu baseMelika njengosongelo.
umthombo:
umthombo: 3dnews.ru
