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● Nvidia pivots amid China slowdown

Global Economic Trends, AI Era Warfare, Nvidia’s Landscape, and Semiconductor Supply Chain Changes Analysis

1. Core Elements of AI and Global Competitive Structure

The key to AI technology development lies in computing power, data, and algorithms.
China is competing with the United States through vast amounts of data and rapid algorithm development.
There is no significant difference in algorithm development capabilities between the United States and China, but the ultimate stronghold is computing power.
They are competing for leadership in the AI era with large-scale investments and technological prowess.

2. Nvidia’s Strategic Shift and Issues in the Chinese Market

Nvidia’s H100 chip-based products were originally the most popular.
They released the H20 product, limiting the sale of high-performance chips such as H100 and H800 to China.
The H20’s performance was reduced to about 20-25% of the H100.
This decision came from pressure from the U.S. government and concerns about the speed of AI technology development in China.
China still has to rely on CUDA (software stack), so they prefer Nvidia chips in AI development.

3. B300 Mass Production and Nvidia’s Response Strategy

Nvidia has established a strategy to mass-produce the B300 product early to make up for losses due to the H20 sales restrictions.
The B300 is a strategy focused on securing volume based on stable technology.
By lowering specifications and using a compute board similar to the GB200, GPU performance is increased.
Depending on market demand, they are responding to changes in the semiconductor supply chain in connection with the CoWoS (silicon interposer) issue.

4. Increasing Demand for HBM and Semiconductor Components

Both H20 and B300 products are equipped with HBM3 memory chips.
When switching to the B300, the amount of HBM required increases by 50GB compared to the existing amount.
This could have a positive impact on semiconductor companies such as SK Hynix.
Structural changes in the semiconductor market are expected, such as increased TSMC CoWoS capacity and the introduction of glass interposers.

5. Chinese Semiconductor Technology Development and AI Software Ecosystem

Despite Nvidia’s chip sanctions, Chinese AI companies are trying to develop their own technologies and software ecosystems.
They are seeking to replace U.S. products by developing their own chips, such as the Huawei Ascend 910C.
However, Nvidia’s CUDA is still overwhelming in terms of software and coding.
Millions of engineers are leading AI technology development based on these assets.

6. Future Prospects of the Semiconductor Market and Global Economic Impact

Major countries such as the United States, China, South Korea, and Japan are fiercely competing in semiconductor and AI technology.
The United States will focus on stricter regulations and technology development to protect AI and computing power.
China is expected to strengthen its AI ecosystem with its population and big data as weapons and focus on securing its own technological capabilities.
Global economic trends, coupled with strategic shifts by large technology companies such as Nvidia, changes in the semiconductor supply chain, and AI technology development, will create a new landscape.
It is expected that innovative technologies such as AI Tembo and Agent AI will emerge within the next 1-2 years, changing the landscape of the battlefield.

AI Technology, Semiconductor Market, Global Economic Trends, Nvidia, Computing Power

< Summary >

China is making great strides in AI competition with the United States thanks to vast amounts of data and rapid algorithm development.
The United States is implementing a strategy to prevent China’s attempts to strengthen computing power by restricting the sale of Nvidia chips.
Nvidia is releasing the H20 and B300 products with lower specifications to compensate for losses due to the H100 sales restrictions.
The B300 transition is leading to an increase in demand for HBM3, which is foreshadowing major changes in the semiconductor component supply chain.
China is trying to build its own chip and AI software ecosystem, but is still dependent on Nvidia’s CUDA technology.
The landscape of global economic trends and the AI and semiconductor markets is likely to be reorganized with the emergence of innovative technologies within the next 1-2 years.

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