Huang Renxun, the founder of the artificial intelligence chip giant Nvidia, has been confirmed on Monday (June 5) from Taiwan to the United States, so that the high expectations of his visit to mainland China this week have been empty.
The news of Huang Renxun's "landing" has been spreading the previous week, and even the specific itinerary has a nose and eyes.It is said that Huang Renxun will visit technology companies such as Tencent, byte beating, electric vehicle companies such as ideals and BYD, and Xiaomi companies that are entering the field of electric vehicles.Some media even said that he would meet with government officials in Beijing to explore the establishment of a new graphics processor (GPU) R & D branch in China.
The news of Huang Renxun's "landing" was mixed in the recent visit of the president of a foreign company, which was not surprising.Since March this year, well -known foreign executives such as Apple, Qualcomm, Intel, Starbucks, Tesla and JP Morgan Chase have visited China one after another.According to Bloomberg, the former richest man in the world and the chairman of Lvmh Lvmh, Bellner Alino, also plans to visit China this month.
The outside world expects that if Huang Renxun, known as the "artificial intelligence godfather", comes to the mainland, the reception specifications may be comparable to the founder of the electric vehicle giant Tesla, Musk, who is comparable to China last week.In just two days, Musk met with Chinese State Councilor and Foreign Minister Qin Gang, Minister of Industry and Information Technology, Jin Zhuanglong, and Minister of Commerce Wang Wentao.It is also reported that Chinese Deputy Prime Minister Ding Xuexiang also met Musk.
Some Chinese media said that Nvida's relevant agents did have previously received the tone of Huang Renxun's coming to the mainland.But in fact, until June 1, Huang Renxun said in a media interview in Taiwan that he had not decided to visit the mainland.
Huang Renxun's trip to the mainland has fallen, pouring a pot of cold water for this foreign company's visit to China.The Chinese A -share technology sector slipped, which made investors immersed in optimism realized that Sino -US relations have not really broken ice, and the field of cutting -edge technology is still restricted by geopolitical factors.
As a behind -the -scenes hero of ChatGPT, Nvidia's stock price has risen by more than 150 % since the beginning of the year.47%of the Group's revenue last year came from China.In the same year, the US government banned Nvidia from selling two high -performance chips to Chinese customers including Tencent and bytes. The company had to tailor the low -end version of the corresponding products for the Chinese market.
Huang Renxun did not deny in an exclusive interview with the Financial Times at the end of last month that the US government's export restrictions on semiconductor technology made Nvidia.He also warned that the continuously upgraded Sino -US chip war will cause the American technology industry to face the risk of "huge damage"."If we lose the Chinese market, we have no emergency plan. Because there are no other China in the world, there is only one China."
He also added that China accounts for about one -third of the US technology market, and its status as the source of raw materials and the terminal market is irreplaceable.If China cannot buy the required products from the United States, it will make alternatives by itself.
Before Huang Renxun issued a warning, China's paper ban on American chip manufacturer Micron had stocked strong response in the American scientific and technological community.As chip wars have evolved from the United States unilaterally to fight between the two countries, the situation of technology companies such as Micron and Nvidia is becoming increasingly difficult, and more and more companies are also suffering from pond fish.
Sequoia Capital, the famous technology investment company, announced that Wednesday (7th) announced that the business of China and the United States was completely separated.This investment giant who has invested in the US group, byte beating and Pinduoduo has not listed geopolitical factors as the cause of splitting business.The policy related to investing in Chinese science and enterprises.
China -US officials have recently exposed to frequent contacts. The officials of the two countries this week described the talks between the two sides on Monday with "frankness" and "effective results" to show signs of bilateral relations with bilateral relations.But at the same time, the intense and opposing atmosphere of the two sides on national security issues has not been alleviated.
Some opinions believe that Sino -US relations are moving towards the situation of "competition" and "cooperation" and "confrontation" that US Secretary of State Broskenton.The two countries may also test each other and adjust each other, so as to maintain cooperation in competition and not forget to confront them during cooperation.To achieve a new balance between bilateral relations, it depends on whether both parties can distinguish between different issues and minimize the scope and intensity of confrontation.
For Musk and Huang Renxun, the Chinese mainland market may be equally important, but it is of great significance.China is Tesla's largest overseas production base, which can provide complete industrial chain and efficient capacity.And Nvidia's foundry production was delivered almost all of TSMC, and high -end processes were not set up factories in the mainland.Musk's visit to China can gain more support policies and resources. If Huang Renxun landed, it is more likely to bring unnecessary trouble to Nivine Da.
When the relationship between China and the United States is warm and cold, Musk is able to visit China. Huang Renxun's situation of "appointment" may last for a while.However, as China and the United States continue to fine -tune each other's attitude, the situation may change at any time.Perhaps because of this, some optimistic market participants are still optimistic about Huang Renxun and the opportunity to "log in", driving Chinese technology stocks on Nvidia, a soaring express train.
