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US chip controls are significantly impacting Nvidia, requiring $5.5 billion in licenses to ship H20 AI to China, while inadvertently boosting Huawei's innovation in the AI chip sector. Analysts note that as Nvidia faces sales losses, Chinese firms, including Huawei, are developing alternatives and improving their capabilities, positioning themselves to challenge Nvidia's dominance in the market. Despite ongoing challenges in chip production, Huawei's advancements in its Ascend series indicate a growing competitiveness against US sanctions.
Japan is investing over 10 trillion yen ($65 billion) to revitalize its semiconductor industry, aiming to triple domestic chip sales by 2030. The initiative includes support for Rapidus, a state-backed venture focused on producing advanced 2-nanometer chips, as Japan seeks to regain its former chip leadership amid competition from Taiwan and South Korea. The plan also involves attracting global chipmakers like TSMC and Intel to bolster the local supply chain and enhance technological capabilities.
Brady Wang
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us chip controls boost huawei innovation while hindering nvidia growth
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Japan invests billions to revive semiconductor industry and regain global leadership
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