alt Hacker NewsUS companies should now be more worried about Chinese companies flooding the market with their, hopefully, very affordable GPU's. The scale at which they can manufacture stuff is unmatched anywhere else. Nvidia can kiss goodbye to their 75%+ profit margins.
Almost everyone knew that these sanctions would backfire within a few years. You can't really put sanctions that have noticeable negative effects on bigger economies. They only work for small to medium economies. I believe sanctions on any economy in top 10 would fail.
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pretty sure they'll be fine for a while, between the build out and import bans, I don't expect demand to slow enough to let supply catch up
Nvidia are likely more concerned about AMD taking market share, and I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases.
China is gated by not having EUV machine access. They're also bottlenecked by ASML's DUV machine production like everyone else. There are already talks of banning China from even purchasing DUV machines from ASML.
So until China solves the ASML problem, there won't be any flooding.