Inside China 3. US vs China’s scientists, chip makers and electronics markets
Aug 18, 2023
Learn about the challenges faced by Chinese scientists and the semiconductor industry due to Biden's executive order. Discover the difficulties of finding advanced chips and the impact of US investment decline on China's tech sector. Explore the geopolitical tensions' impact on science and the need for cooperation between the US and China.
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Shenzhen Market Sells Banned A100 Chips
- Hwattambe electronics market in Shenzhen sells hard-to-find NVIDIA A100 chips through discreet vendors.
- Iris Deng found A100s priced around ¥100–110k and saw demand from companies training AI models.
Domestic Capital Replaced US Funding
- China can still obtain advanced chips but prices and supply chains have tightened after US bans.
- Domestic capital has largely replaced US investment in Chinese semiconductor startups since 2019.
Sanctions Could Cost Years Of Progress
- US sanctions aim to set Chinese firms back several technology generations, which equates to nearly a decade of delay.
- Executives warned that restrictions could keep China behind by nine to ten years or more.