tech
Los chips de Nvidia, atrapados en el ojo del huracán de la guerra comercial entre China y EEUU
El gigante tecnológico estadounidense Nvidia, que el pasado octubre llegó a superar los cinco billones de dólares de capitalización bursátil, vuelve a mirar a […]
TL;DR
- Nvidia CEO Jensen Huang is visiting China to discuss microchip sales amidst stricter US export controls and China's push for technological independence.
- The US has authorized the sale of Nvidia's H200 chip to China, but with quantity limits and restrictions to prevent military use.
- China is reportedly considering limiting foreign chip purchases and pausing new orders to promote domestic self-sufficiency.
- Nvidia's sales in China dropped 45% year-on-year in the last quarter of 2025, with China representing 13% of its revenue in that period.
- While some analysts express caution about Nvidia's future in China, others believe the company can sustain global growth without the Chinese market.
- China's drive for technological self-sufficiency is supported by its 2026-2030 five-year plan, leading to growth in local chip firms.
- Chinese domestic chip manufacturing still faces challenges in supply, advanced technology, and manufacturing machinery compared to US and Taiwanese capabilities.