alt Hacker NewsLong term consequences: China outperforms Nvidia, by producing cheaper, faster chips at a large scale, by getting inspired by the IP but using their own production lines.
Through sanctions, the irony is that the west removed the incentive for China to respect IP laws.
Well done.
If they can solve the lithography/ASML issue by getting access to it, then they will be forced to win.
Replies
codedokode • last Wednesday at 5:54 PM
I don't know much about GPUs, but is there really any value in IP? I can learn to write HDL code all day long, but turning it into real transistors is the hard part. Code is worth nothing nowadays with AI.
➕ show 1 reply
1970-01-01 • last Wednesday at 5:31 PM
I thought it was impossible for them to leapfrog without actively occupying the TSMC fab as it takes years and years just to dial-in the insane precision.
> Long term consequences: China outperforms Nvidia, by producing cheaper, faster chips at a large scale, by getting inspired by the IP but using their own production lines.
Unlike your typical free market fanboy, the Chinese leadership isn't stupid. They were always planning to do that, sanctions or no.
Realistically, all sanctions can do is mess with their timelines for some temporary strategic advantage, slowing some things down and forcing reallocation of investment away from other areas into the sanctioned areas.
The US refraining from sanctions is likely the stupid move, because that lever of control will expire at some point. To not use it is to squander it.
But if there's one thing the US government and its business elite is good at, it's squandering things.