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Is there anyone who thinks POTUS cares about the people working at INTEL? Or that he has any strategic view on INTEL? Not me.....simply hedging himself at no cost to himself (at least that is what he thinks/feels)......like most people do that he hired, these people always hedge themself as much as possible towards the mob boss, that's why they agreed to work for him.....nothing new it seems to me. When POTUS doesn't know, or feels something out of his control might happen, that could potentially hurt him, he hedges for his own sake, not for the issue/people involved....
High end Xeon and "supercomputer grade" chips were always banned for sale to China by US, yet we don't see proper enforcement there. Except not selling them directly to supercomputer clients, Intel never did much to prevent regular imports. You can find high core count Xeons routinely marketed in China.
Well I think there are a lot of smuggling if H100 chips as well. South east Asia becomes a very significant business markets for nvda and many questioned where are all the chips actual final destination is… anyway I think it is not very practical for commercial companies to be the sole enforcer of such restrictions… in many cases it’s just not possible to determine who the final users are, This could be the reason behind cadence settlement. They simply couldn’t determine who the ultimate user is. I mean the Chinese military could be using Microsoft Windows too and Microsoft has no way to know,,,
So part of the issue might be the restrictions is simply too impractical to fully comply
Well I think there are a lot of smuggling if H100 chips as well. South east Asia becomes a very significant business markets for nvda and many questioned where are all the chips actual final destination is… anyway I think it is not very practical for commercial companies to be the sole enforcer of such restrictions… in many cases it’s just not possible to determine who the final users are, This could be the reason behind cadence settlement. They simply couldn’t determine who the ultimate user is. I mean the Chinese military could be using Microsoft Windows too and Microsoft has no way to know,,,
So part of the issue might be the restrictions is simply too impractical to fully comply
No, I think USA's government was intentionally not enforcing its own bans before, and intentionally used extremely abstract definitions. It is a very frequent pattern in American government policy.
Some good information in that article; it's better than any other I've read. But that silliness about Gelsinger abruptly leaving... it's common knowledge that he was fired. The lack of facts about Gelsinger's departure does taint the article a bit, but the quips about Yeary wanting to split the company are the first I've seen that specifically support the rumors about his views.
As soon as the next big scandal breaks this will be water under the bridge and of late that water moves very fast. My guess is that the water in Washington DC runs 20-30kts at ebb tide.
It is hard to believe Lip-Bu would have been hired without Frank's full support. This whole thing just boggles the mind. I'm not a fan of Frank. He has been on the board for 16+ years. How has he not been held accountable for intel's current situation?
It is hard to believe Lip-Bu would have been hired without Frank's full support. This whole thing just boggles the mind. I'm not a fan of Frank. He has been on the board for 16+ years. How has he not been held accountable for intel's current situation?
I truly believe it’s just Trump waking up in the morning and read the news about Tom cotton sending a letter to Intel and he decided to tweet about it.
Well I think there are a lot of smuggling if H100 chips as well. South east Asia becomes a very significant business markets for nvda and many questioned where are all the chips actual final destination is… anyway I think it is not very practical for commercial companies to be the sole enforcer of such restrictions… in many cases it’s just not possible to determine who the final users are, This could be the reason behind cadence settlement. They simply couldn’t determine who the ultimate user is. I mean the Chinese military could be using Microsoft Windows too and Microsoft has no way to know,,,
So part of the issue might be the restrictions is simply too impractical to fully comply
Ignorance is not bliss is the semicon industry.
A bare minimum you get EUS or equivalent from your customer and you have proof you have done some due diligince. Otherwise a whole world of pain is potentially coming your way.
Well I think there are a lot of smuggling if H100 chips as well. South east Asia becomes a very significant business markets for nvda and many questioned where are all the chips actual final destination is… anyway I think it is not very practical for commercial companies to be the sole enforcer of such restrictions… in many cases it’s just not possible to determine who the final users are, This could be the reason behind cadence settlement. They simply couldn’t determine who the ultimate user is. I mean the Chinese military could be using Microsoft Windows too and Microsoft has no way to know,,,
So part of the issue might be the restrictions is simply too impractical to fully comply
Most people don't realize how much this distorts the market.
Self - production?
You should know that smuggling can be half as cheap as you at a 100% profit. Would you still take the development seriously?
You’re ahead?
Your competitors, with government funding, can accept a 10% ROI. Can you compete?
Ignorance is not bliss is the semicon industry.
A bare minimum you get EUS or equivalent from your customer and you have proof you have done some due diligince. Otherwise a whole world of pain is potentially coming your way.
I’m not in semiconductor industry. But I do see sale function. That proper due diligence often fails in achieving their intended purpose but it does help the selling parties from getting into legal issues
Most people don't realize how much this distorts the market.
Self - production?
You should know that smuggling can be half as cheap as you at a 100% profit. Would you still take the development seriously?
You’re ahead?
Your competitors, with government funding, can accept a 10% ROI. Can you compete?
The case of Nvda chips is well reported I think. It was found out that engineers from China flew to south east Asia data center equipped with nvda chips to train their AI model. So it’s just another case where proper due diligence often fails to achieve its intended goals
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