Amasheya abakhiqizi be-semiconductor emhlabeni wonke ehle kakhulu ngemuva komhlangano phakathi kukaMongameli wase-US uDonald Trump noMengameli waseShayina uXi Jinping, njengoba la mazwe womabili ehlulekile ukuphothula noma yiziphi izivumelwano ezinkulu ze-chip futhi akukho ntuthuko eyenzeka ekuthengisweni kweNvidia eShayina.
IWashington igunyaze iNvidia ukuthumela ama-accelerator e-H200 AI eShayina, yize iBeijing yagcina yenqabe ukuthunyelwa kwawo. Amathemba okuvakashela kwethimba laseMelika eBeijing ayephezulu, ikakhulukazi ngemuva kokuba i-CEO yeNvidia uJensen Huang ejoyine. UTrump wayephelezelwa futhi yi-CEO yeTesla u-Elon Musk kanye ne-CEO ye-Apple uTim Cook eShayina. Abatshalizimali babelindele izindaba eziqondile ezivela ohambweni, kodwa uMmeleli Wezohwebo wase-US uJamieson Greer utshele iBloomberg ukuthi iNvidia kanye nama-semiconductor kwakungeyona into ebalulekile engqungqutheleni.
Ngenxa yalokho, amasheya abadlali abakhulu embonini ye-semiconductor ehlile: I-Nvidia - ngo-4%, i-Intel - ngo-6%, i-AMD - ngo-4%, i-Korean SK hynix, enikeza inkumbulo ku-Nvidia, - ngo-7,7%, i-STMicroelectronics (ehlinzeka ngemikhiqizo ku-Apple, i-Tesla kanye ne-SpaceX) - ngo-5,4%, i-German Infineon Technologies - ngo-5,5%, umenzi waseDashi wemishini yokukhiqiza ama-semiconductor ASML - ngo-5%. Emasontweni amuva nje, amasheya embonini yonke ye-semiconductor abelokhu ekhuphuka - abatshalizimali baqhubeke nokuthela imali ezinkampanini ezihlinzeka ngama-semiconductor kanye nemishini ye- izikhungo zedatha, okusho konke okudingekayo embonini yezobunhloli bokwenziwa. Isibonelo esiphawulekayo yi-IPO yomkhiqizi we-AI accelerator osemusha uCerebras, omasheya akhe akhuphuke ngo-68% ngosuku lokuqala.
IWashington ichaze ukulawulwa kokuthunyelwa kwamanye amazwe njengesifiso sokuvimbela iChina ekusebenziseni ama-semiconductor athuthukile ngezinjongo zempi noma ukuthuthuka kwe-AI—ngenxa yalokho, iBeijing ithembele emishinini yayo. Manje njengoba i-US isivumele iNvidia ukuthumela ama-accelerator e-H200 eShayina, njengoba uDonald Trump evumile, "iShayina inqume ukungakwenzi lokho. Bafuna ukuzama ukuthuthukisa awabo."
"Bazibophezele kakhulu ekukhiqizeni kwasekhaya. Uma siqhubeka, njengakuma-AI chips, ngezinye izikhathi banomuzwa wokuthi kungavimbela ukukhula kwabo. Ngokusobala sicabanga ukuthi kungaba yinzuzo kubo ngokuhamba kwesikhathi, kodwa kuzodingeka benze leso sinqumo bona," kusho uJamison Greer, ephawula ukuthi iShayina ivame ukubona ubuchwepheshe obuphezulu baseMelika njengosongo.
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Source: 3dnews.ru
