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Jokes on them. China should already have IP ownerships of these products just because of the fact that Nvidia has their manufacturing hubs based there. They wil
by mercy_dude 4y ago
Jokes on them. China should already have IP ownerships of these products just because of the fact that Nvidia has their manufacturing hubs based there. They will get the IP and then copy the product and sell them to the rest of the world in 1/10th of price. SEC is not stupid to not know this. May be they just want Nvidia stocks to go down so their already bought puts print now? Paul Pelosi recently bought those puts.
- vorpalhex 4y agoTaiwan is not PRC.
- mercy_dude 4y agoOh but NVDA has operational hub in PRC. And by their law NVDA would be required to hand over the IP.
- incrudible 4y agoI highly doubt that NVDA hands over high level IP to save money on low level assembly.
- emkoemko 4y agoeven with the IP who will manufacturer the chips for them... TSMC is in Taiwan
- KoftaBob 4y agoYour comment history was very predictable given this comment.
- mercy_dude 4y agoOf course you had to slander me instead of putting up any reasonable counter argument. Classic!
- deleted 4y ago[deleted]
- KoftaBob 4y agoHere's your counter argument: Semiconductors involve the most advanced manufacturing in human history, and even with blueprints of chips, China is decades behind other countries/companies who have fabs and would have no way to manufacture the chips. If it was as simple as "steal blueprints", they would've built their own homegrown fabs that rival TSMCs, but they haven't. This is the same reason they haven't managed to build a modern jetliner that can even remotely compete with Boeing and AirBus. For certain types of products, having the blueprint is only half the battle, you need the manufacturing know-how to actually produce something that advanced, at scale, and at high quality. And similarly, I can say that rather than put up an argument of value that stands on its own, you had to add barely related political commentary at the end of your ramble. This shows someone not arguing in good faith or trying to better understand a topic, but who just wants people to know their views on something. So the only thing "classic" is your classic conservative rambling talking points that I've heard a thousand times. Try to have a conversation about a topic without injecting commentary on the political figures your type seems to be hopelessly obsessed with.
- IAmGraydon 4y agoPaul Pelosi bought calls, genius.
- mhh__ 4y agoThey'd have to get the chips from somewhere, and everything else that isn't made in China.
- sudosysgen 4y agoThey can make the chips themselves. SMIC 7nm is thought to be equivalent to the original TSMC 7nm which ought to be enough for this.
- happyopossum 4y agoThis is an SEC filing by Nvidia to disclose that the US Government has placed a restriction on these exports. This is not an SEC-issued or SEC-enforced export ban (which would be stupid and not make any sense anyway).
- onepointsixC 4y agoWhat a strange fantasy. Nvidia has no such exposure. Their products are produced using leading edge fabs which are not located in China. That board parters located in China integrate Nvidia chips into cards which are then sold to the Chinese market doesn't mean that those board partners have the IP to build the chips. They just have spec sheets for technical integration. It's no different than China's COMAC who's domestically build airliner largely importing various Western components and integrating them. Just because they integrate the GE / Safran LEAP engine in their airliner, doesn't give them the IP or the capability to manufacturer that said engine.