Gamers Nexus has a "movie" coming re: Nvidia GPU smuggling into China

[Xebec]

This is going to be interesting:

A few take-aways:

- Movie coming out August 15th
- Gamers Nexus spent over $100K traveling/researching/recording sources on GPU smuggling into China and the GPU black market
- The owner says he was detained for questioning by a government for an extended period of time
- It looks like multiple Chinese people in the semiconductor supply chain are on record indicating Nvidia is aware "blind eye but they know" of the smuggling
- A clip seems to show Gamers Nexus actually buying a GPU on the Chinese black market, or attempting to
- The movie will include the manufacturing of 48GB 4090s in China (the regular 4090s which were banned for export)
- This video looked into the conundrum of "chips that can't be sold in China, despite that the boards using these chips are made in China"

He is running a 'kickstarter' to back-fund the money he spent. Please note this message isn't to encourage spending money on his products -- I am posting this to share here as I think this video/movie release could have an impact on the semi industry..

 

[Paul2]

- This video looked into the conundrum of "chips that can't be sold in China, despite that the boards using these chips are made in China"

Yes, USA never prohibited the physical importation of video cards, only "sale," with word sale being interpreted in the most wild traditions of the English common law.

Similarly, it seems that Intel's high end Xeon models are physically passing through China for packaging, and that only came to wider attention when clients were struck by delays during COVID.

I will say it again, non-enforcement of embargoes, and loopholes hidden in wording of the laws follow a long term policy pattern.

America pretended to fight USSR through the cold war, while arming it to the teeth with technology transfers, and machinery. Only in the very late cold war CoCoM sanctions truly came in force, and started to be enacted – Just years prior to USSR's poly-crisis, and collapse. It feels almost as if the crisis was precipitated by the collective realisation by the soviets that they were out of their luck once USA stopped playing games with them, and started to treat them seriously.