Hardware

“For the U.S. semiconductor industry, China is gone,” said Handel Jones, a semiconductor consultant at International Business Strategies, which advises electronics companies. He projects that Chinese companies will have a majority share of chips in every major category in China by 2030.

That's not a bad thing and I say this is someone who is opposed to the CCP's authoritarianism and genocidal behaviour.

It is not viable to have large part of your ICT industry be dependent on the US. The US is simply too corrupt, volatile and is increasingly lacking the rule of law. Would be happy to see this change, but it's not clear when/if this will happen.

Oof, they're already worried about the Chinese hardware.. It makes sense, I just didn't know they'd be worried yet. As I've said in another thread, if they are barred from the Chinese market Huawei and whoever else is developing AI accelerators would become competitive faster and take over the market. There's no coming back from that for NVIDIA. It's also likely that China would let Huawei sell these around the world for cheap, so NVIDIA's profits are going down anywhere Huawei isn't banned, which probably includes most of the West. This should still be a few years out though, as Huawei can't use TSMC to mass-produce and SMIC can't do EUV yet.