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U.S. blocks sale of AMD's China chip

fortune.com

1–10 of 11 posts

Re: U.S. blocks sale of AMD's China chip

#4
The Commerce Department, and the "deep state" in general, have made increasingly clear that--like the CCP--they view dominance in cutting-edge semiconductors as a national security imperative. Note that this extends far beyond political appointees; regardless of who wins the election in November, this policy stance is unlikely to change.

So "everyone" knows that they can't sell these things to China. But investors have some wi$hful thinking that they can just legally juke the Commerce Department regulations.

I think NVidia and AMD are just posturing with these products, knowing they'll get slapped down by Commerce, so they can turn around to their investors and say, "Oh well, we tried..." without taking the stock price hit that would come with investors fully pricing in the China semiconductor embargo.

Re: U.S. blocks sale of AMD's China chip

#5
so i have a question for all americans on this forum. if this is acceptable behavior and everyone should you know, just suck it up and accept this, why the hypocrisy if afghanistan government decided to kill domains and everyone was furious? or indian court ordering bloomberg to take down an article which it found defamatory? or china exercising their sovereign right in say, GFW or a country policing their internet space or anything on the spectrum?

Re: U.S. blocks sale of AMD's China chip

#8
No chip company can survive the loss of the World's largest chip market.

The whole of the West is only two-thirds the size of China.

Give it 4-5 years till China is making chips the equal or better of AMD's chips, AMD and other Western chip companies will disappear. Enjoy AMD while you can.

Re: U.S. blocks sale of AMD's China chip

#10

so i have a question for all americans on this forum. if this is acceptable behavior and everyone should you know, just suck it up and accept this, why the hypocrisy if afghanistan government decided to kill domains and everyone was furious? or indian court ordering bloomberg to take down an article which it found defamatory? or china exercising their sovereign right in say, GFW or a country policing their internet s…

I don’t think it’s acceptable. I also don’t like the built-in guardrails and closed-sourcing approach to AI currently to stop the robot from saying the n-word, so my problem isn’t with American exceptionalism so much as using “safety” as a means of limiting innovation is trite.
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