Nvidia: metaverse chipmaker gets reality check - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

Nvidia: metaverse chipmaker gets reality check

US company ordered by White House to stop selling two of its top computing chips to companies in China

Nvidia is known for its bet on cutting edge graphics chips — the kind designed to power a gamer-led metaverse. But a front row to the virtual universe cannot shield it from some very real world problems.

The US company — whose $334bn market value makes it the world’s second most valuable semiconductor maker after Taiwan’s TSMC — has found itself caught out by the increasingly fractious relationship between the US and China.

The White House wants to make it harder for Beijing to obtain advanced semiconductor technology. This week it ordered Nvidia to stop selling two of its top computing chips to companies in China. Nvidia warned that the new licensing requirements could cost it as much as $400mn in lost sales for the current quarter.

A 12 per cent drop in Nvidia’s share price suggests investors believe the losses will increase if Washington moves to widen the scope of its export ban. China is one of Nvidia’s biggest markets. The country accounted for $7.1bn in revenue, or 26 per cent of the group total, last year.

Nvidia cannot easily source alternative markets for its chips. The pandemic triggered a surge in demand for PCs, video game consoles and other electronic devices that Nvidia’s chips power. But consumers are now cutting back on discretionary spending. Sales of tech devices and chip demand have both retrenched.

At Nvidia’s all-important gaming business, which makes graphics processors used in PC gaming, sales fell by a third during the second quarter. Demand is not expected to rebound anytime soon.

It is not alone. Global semiconductor revenue is expected to grow just 7.4 per cent in 2022 and will contract 2.5 per cent in 2023, according to research group Gartner.

But a temporary lull in the chip cycle may not be Nvidia’s biggest worry. The White House’s determination to create a homegrown chip sector has encouraged Beijing to funnel more resources into building up its own domestic chipmakers and suppliers. The desire for self-sufficiency on both sides could change the global chip market for good.

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

美国引领AI的目标因土地短缺而受到威胁

耗电量大的高科技产业正在推动对可随时接入电网的场所的需求。

特朗普有多种选择来缓解美国预算赤字的上升

虽然财政债务的长期轨迹可能仍然令人担忧,但即将上任的总统可能会采取一些潜在的增量行动。

AI是自由的敌人还是朋友?

对这项技术的乐观看法认为,它有可能为人类提供“超级能力”,而不是一种威胁。

在特朗普领导下可能要“赢麻了”的加密货币王储

高管们已经从比特币的反弹中获利,并看到了即将上任的美国总统领导下的行业黄金时代。

为什么企业在薪酬方面不应该效仿足球

企业老板过于轻易地将自己与体育英雄相提并论,可能会适得其反。
设置字号×
最小
较小
默认
较大
最大
分享×